Nishant Rana's Weblog

Recently while importing the solution in our UAT we got the below error –

It was showing the above entity relationships missing in the solution. We could not find them inside the Power Apps Maker Portal, to add them in the source solution.

Interestingly enough we were able to find them from the classic solution explorer.

Adding them to the source solution and trying the import fixed the issue for us.

Hope it helps..

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Using Customer Lookup in Canvas Apps (Dataverse)

For this example, we are taking the Company Name customer lookup column of the contact table.

We start by adding the Customer Name field to the form.

That adds a card to the form, let us add the required controls to get it working

Radio Button, Combo box, and Text Label for the combo box.

Change the Items property of the radio button to show the contact and account option.

Also, change the Layout to Horizontal and Default as Contact.

And set the Items property of the Combo box as below –

Based on the value selected in the radio button, we are setting the Data Source and also applying the Sort and Distinct function to it, along with StartsWith for delegation.

We have also set Allow searching as On for the combo box.

For the Contact option selected –

For the Account option selected –

Also, we can set the OnChange property of the radio button to Reset(comboControl) to clear the selection when the user switches between Contact and Account options.

Now to have this value saved back we can specify the Update property of the custom data card in which we have placed these controls.

References –

https://www.youtube.com/watch?v=y-VvNDwy_Jw&t=1191s

https://debajmecrm.com/configure-customer-lookup-to-show-either-contacts-or-accounts-in-canvas-apps/

https://learn.microsoft.com/en-us/power-apps/maker/canvas-apps/working-with-references#show-the-columns-of-a-customer

Hope it helps..

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Fixed – Canvas App / Custom Page not showing data (Dataverse / PowerApps)

Recently we faced an issue wherein the custom page was not loading any data, however, it was working for users with the System Administrator role.

The gallery control shows the Product details.

There were no errors in the Developer Tools, we tried by giving all Organization level rights to the users on the tables involved etc. but that didn’t help.

Eventually, it all came down to this particular line in the formula used for the Items property of the Gallery Control i.e. Asset Status field (custom field).

We had a field security profile created which had Read set as No and the users were part of that security profile, which explained why it was only working for System Admin users.

Changing the Read access to Yes for that column fixed the issue for us.

Hope it helps..

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Enhanced Case experience – Full case form – Dynamics 365 Customer Service

Enhance Case Experience is currently available only for the Customer Service Workspace app which targets to increase the productivity of the agent.

To enable it, navigate to Customer Service Admin Center >> Customer Support >> Case Settings >> Enhanced case experience (Manage)

Enable the options – Here we have enabled the Full case form experience.

The new case form will show up while creating a new record from an existing case or the case grid.

Clicking on Configure opens the form in the Maker Portal.

The new Full Case form has the following new components added to it –

Grid Control – Case Associations (showing associated knowledge articles, similar cases, merged cases, and child cases)

Attachment Control – For the Case table, the new attachment control gives the option to directly upload the attachment as well as shows all the attachments either uploaded directly or associated with the notes or emails of the case record.

More on Attachment control:https://nishantrana.me/2023/05/08/new-attachment-control-dynamics-365/

Shows Priority and Case Status as color-coded options.

Due Activities Control – shows activities due today or overdue

More on Due Open Activities Control - https://nishantrana.me/2023/05/09/due-open-activities-control-dynamics-365/

It shows the activities overdue

Queue control shows the details of the Queue the record belongs to along with Worked By field.

Notes control that allows taking notes before saving i.e. in a new record.

More on Notes control - https://nishantrana.me/2023/05/10/notes-control-dynamics-365/

It also displays the Customer Details section based on the Customer selected in the case, as well as recent cases created.

Get more details on Enhanced Case Form

Hope it helps..

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Overview and Key Features of Kupp Code Analytics (Visual Studio Extension for Dynamics 365 / Power Apps)

Kupp Software, Microsoft Partner, based in Austria, last year released their product Kupp Code Analytics (Code Analytic Tool) for Microsoft Dynamics 365, intending to help the teams to be more proficient through automating manual tasks, provide IntelliSense, code analysis, performance analysis, etc.

In this blog post, we’d have a brief look at Kupp Code Analytics. Kupp Code Analytics is a powerful Visual Studio Extension, for Microsoft Dynamics 365 and Power Platform (Dataverse). The technical team can use the tool to code faster, easier, and more efficiently, and at the same time can use the tool to analyze and get insights and adhere to best practices.

There are 2 versions of the products, the Community Version which is free, and other is Premium Version with additional capabilities.

The community version provides key features like

IntelliSense

Below we can see IntelliSense in work, we get the name of the table suggested while writing the code.

Also, we can see it listed down the corresponding attributes of the table in the context.

It also filters the suggestion based on the attribute or column type as shown below. We can see only the OptionSet type attributes being listed down.

IntelliSense is not limited to C# code but also applies to OData. (Retrieve operations)

Below we can see it listing down different Query Options

This allows us to write our OData queries that use the filter

Or any Query Functions

It also provides IntelliSense for some complex scenarios as well both, which we’d cover in detail in the forthcoming posts.

Deploy Assemblies and Web Resource

The developers can also quickly deploy/update plugins and web resources from within Visual Studio.

To deploy the plugin, right-click on the project and select Deploy to D365 option.

For the Web resource file, right-click and select the Deploy to D365 option.

Generate Early Bound Code and Convert Late Bound code to Early Bound

Developers can configure and quickly generate Early Bound Entities using the Code Generation feature of the tool.

Below is the code generation dialog for C#.

Similarly, early bound classes can be generated for TS/JS

The users can also convert the late bound code to early bound with just one click.

In the premium version of the tool, the users get the below additional capabilities.

Code and Performance Analytics

The tool has a custom code analysis rule set defined that guides the developers while writing the code.

Below we can some of the rules like usage of early bound entity, specifying only required columns instead of all columns, in action. There are other rules also which we will cover in later posts.