Nishant Rana's Weblog

Power Automate – Set the correct timezone on Date fields

Using Convert Time Zone Action setting correct Time Zone in Power Automate

With the previous versions of D365 CE where a background process could be used to set up automatic task based on a business trigger, the system would respect CE’s Timezone while setting the “Due date” on the task.

For example, if there is a business requirement to set up a “Follow up task” based on some event to (e.g., When Follow up required = Yes) to be Due in X days from today, when the CE’s background process executes it will put the “Due date” on the task to be X days as per the current configured/set timezone on CE.

However, in the new world of Power Automate all things are pursued and executed in the UTC timezone. There is no concept of a particular system time it can adhere to and hence it is rather a tricky thing to spot it but fairly easy to fix it.

So in…

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Notes on Dynamics 365 for Phones and Tablets app – Part 3 (supported iPad devices)

Check the other articles of this series

Continuing our previous post on attachments, here we will cover the list of iPad devices supported.

Here first have the look at the list of supported versions and RAM (minimum) for different platforms.

And if we are using the web browser in Tablets to access Dynamics 365 application below are the supported devices. Here the versions are the same as for the apps, but the main point to consider is the resolution and the screen size.

Using the web browser on phone to access a model-driven app is not supported.

Based on the above details, below is the list of iPad devices supported and their specifications that could help in choosing the correct device.

Device	Screen size (inch)	Release Date	iOS (release with – supported)	Status
iPad mini 2	7.9	November 12, 2013	iOS 7 – iOS 12	Discontinued and unsupported
iPad mini 3	7.9	October 22, 2014	iOS 8 – iOS 12	Discontinued and unsupported
iPad mini 4	7.9	September 9, 2015	iOS 9 – latest	Discontinued and supported
iPad mini 5	7.9	March 18, 2019	iOS 12 – latest	Current
iPad Air	9.7	November 1, 2013	iOS 7 – iOS 12	Discontinued and unsupported
iPad Air 2^nd Gen	9.7	October 22, 2014	iOS 8 – latest	Discontinued and supported
iPad Air 3^rd Gen	10.5	March 18, 2019	iOS 12 – latest	Current
iPad 5^th Gen	9.7	March 24, 2017	iOS 10 – latest	Discontinued and supported
iPad 6^th Gen	9.7	March 27, 2018	iOS 11 – latest	Discontinued and supported
iPad 7^th Gen	10.2	September 25, 2019	iPadOS 13 – latest	Current
iPad Pro 9.7 inch	9.7	March 31, 2016	iOS 9 – latest	Discontinued and supported
iPad Pro 10.5 inch	10.5	June 13, 2017	iOS 13 – latest	Discontinued and supported
iPad Pro 11 inch 1^st Gen	11	October 30, 2018	iOS 12 – latest	Discontinued and supported
iPad Pro 12.9 inch 1^st Gen	12.9	November 11, 2015	iOS 9 – latest	Discontinued and supported
iPad Pro 12.9 inch 2^nd Gen	12.9	June 13, 2017	iOS 10 – latest	Discontinued and supported
iPad Pro 12.9 inch 3^rd Gen	12.9	October 30, 2018	iPadOS 13 – latest	Discontinued and supported
iPad Pro 12.9 inch 4^th Gen	12.9	March 25, 2020	iPadOS 13 – latest	Current

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 2 (Attachments)

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Continuing the previous post

https://nishantrana.me/2020/04/06/notes-on-dynamics-365-for-phones-and-tablets-app-part-1/

here we will look at the attachments.

As we are aware, the file size limit for attachments in Notes is governed through System Settings à Email Tab.

The default value is 5120 KB

And maximum it can be set to 131,072 KB

If the attachment size increases, we’d get the below error message from the web application

And from the phone app

Now as we know that with Dynamics 365 for Phone and Tablet app for Andriod and iOS, we are limited to attaching images i.e. capturing it through camera or selecting an existing image from the gallery.

https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/

For phone and tablets, we can make use of a specific mobile setting, which allows us to set the resolution of the images

Below are our findings on the file size for different resolution for the below devices.

	Phone App (KB)			Tablet App (KB)
Resolution	Samsung S10 Plus	iPhone 11 Pro Max	Huawei Mate 20 Pro	iPad 6^th generation (iOS 13)
Device Default	25	1656	583	619
*640 480**	25	24	17	28
*1024 768**	52	69	36	56
*1600 1200**	92	152	77	154
*2048 1536**	137	196	163	260
*2592 1936**	208	366	303	389

Hope it helps..

Notes on Dynamics 365 for Phones and Tablets app – Part 1

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For one of our requirements we have started exploring Dynamics 365 for Phones and Tablets, so just noting down a few of the key points identified during the exploration

Supported devices for the app

We can use the Web browser on Tablet for accessing Dynamics 365 Model-driven apps with the following specifications.

Using the Web browser on phones to access a model-driven app is not supported.
Apps on the Older version of iOS and Android other than recommended above are not supported.
Dynamics 365 for Blackberry App and Windows Phone App is deprecated and no longer supported.

Required privileges à

Dynamics 365 for mobile is the required security privilege to access Dynamics 365 for phones and tablets.

Following out of the box roles have this privilege assigned to it. (using Privileges Discovery plugin of XrmToolBox)

Let us now assign the salesperson security role to one of the test users and try accessing Dynamics 365 from the phone app (Android).

We’d presented with the below screen.

Let us go to Settings à My App and assign the Salesperson role to the Sales Hub app.

To access Dynamics from App, the additional privileges required are as follows

Security Roles à Customization Tab

And Read on

Business Management – Read access to User Settings

With all the appropriate privileges in place for the user, we can now login with that user’s account and can see the Sales Hub app (or the app configured) available to the user.

In case you do not see the app, try accessing through the web address.

This completes the initial setup; in the next part, we’d cover the rest of the findings.

Check other posts on Dynamics 365 for Phone and Tablet

Hope it helps..

Fixed – You don’t have any apps in this view or We can’t find any app for your role error in Dynamics 365 for Phones and Tablets app

For one of our users, we were getting below error when he was trying to access Dynamics 365 through phone and tablet app.

To resolve it make sure that all the required privileges are assigned to the user’s security role.

https://docs.microsoft.com/en-us/dynamics365/mobile-app/set-up-dynamics-365-for-phones-and-dynamics-365-for-tablets#required-privileges

and also the role is added to the appropriate app.

Settings à My Apps

Select the security role and click on Save.

We can see the app appearing for the user.

Hope it helps..

Upload files using SharePoint Integration for Dynamics 365 for Phones and Tablets app

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Recently I wrote a blog post that mentions a few points that we can consider while designing a solution with regards to attachments in Dynamics 365 for Phone / Tablet App.

Attachment to Notes à

https://nishantrana.me/2020/03/30/attachments-to-notes-in-dynamics-365-for-phone-and-tablet-app/

Using SetWordTemplate to combine multiple attachments as a single doc à

https://nishantrana.me/2020/04/01/calling-setwordtemplate-from-custom-ribbon-button-in-dynamics-365/

Using the above approach, we can get the doc file attached to the notes.

However, if we try to open the file, we would get the below error message.

To get working with attachments seamlessly from the Mobile / Tablet device, we can make use of out of the box SharePoint integration feature of the product.

https://docs.microsoft.com/en-us/power-platform/admin/set-up-dynamics-365-online-to-use-sharepoint-online

It will allow the user to upload any files from the local file system.