Nishant Rana's Weblog

Set Auto Number field value conditionally in Dynamics 365 / Dataverse

Recently we had a requirement to use auto numbers for lead records.

However, based on where the lead records are being created from, we wanted to specify a different prefix to it.

For leads created manually, the format should be prefixed “L” followed by “– “and then 10 digit sequence number.

L-{SEQNUM:10}

And if created through API the prefix should be B.

B-{SEQNUM:10}

To achieve this, we can define an auto-number field with the following format.

Next, we can have a bool field (default – false) in the lead table, to identify if it is being created from the API, which we can set while creating the lead record through API.

And a Pre Create Plugin on Lead to check the value of that field.

If it is set (true), that we can replace the Prefix from L to B in the auto-number field within the context.

In the Pre Create plugin, we get the next sequence in the auto-number field, so simply replacing/setting the value of the auto numbering field did the trick.

Lead created through Web Application –

Lead created through API –

Here uniqueness was more important than the next sequence of the lead record so this solution worked.

Also check –

https://jonasr.app/2020/03/anm-unique-seq/

https://nishantrana.me/2021/11/09/few-key-points-auto-number-field-in-dataverse-dynamics-365-ce-crm/

Hope it helps..

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Fixed – BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’ in PowerAutomate – Start and wait for an approval

Recently we were getting the below error for one of our Flows.

BadGateway. The request failed. Error code: ‘502’. Error Message: ‘BadGateway’.

Everything seemed right.

Finally, found (thanks to the forum) that the fix was to update the Approvals Administrator security role.

Provide – Read Access to System Job inside Customization tab.

Before –

After –

This time our flow worked smoothly.

Hope it helps..

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How to enable Collaboration feature in Dynamics 365 CRM Online?

Quick reference…

Arun Potti's Power Platform blog

View original post 377 more words

Lookup Behavior – Minimum character to trigger search and delay between trigger – Dynamics 365

Within Power Platform Admin Center – (https://admin.powerplatform.microsoft.com/) through Environments >> [Name] >> Settings >> Behavior >> Lookup Behavior settings we can control the minimum number of characters entered before triggering the search in the and delay before the search is triggered for the lookups.

Minimum number of characters to trigger typeahead search – Default (2)
Delay between character inputs that will trigger a search – Default (250ms)

Here we have updated the value to 5 and 5000 respectively for our testing.

The result –

After 5 characters are entered, it waits for 5 seconds before searching (loading..)

Also check –

https://nishantrana.me/2021/06/22/advanced-lookup-in-model-driven-power-apps-dynamics-365/

https://docs.microsoft.com/en-us/power-platform/admin/settings-behavior

Hope it helps ..

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Step by step – Configure Dynamics 365 Marketing in a Dataverse Environment

To configure Dynamics 365 Marketing in an existing Dataverse Environment –

Click on Dynamics 365 apps inside Resources

If Dynamics 365 Marketing is not listed there, log in to Microsoft Admin Center and start the trial.

We can see the product listed within Admin Center.

Back in Power Platform Admin Center we can see the Marketing application listed in the resources.

We can either install the Dynamics 365 Marketing Application with complete features or the Dynamics 365 Marketing Solution only, which only installs the solution.

Note – you don’t need a Global Admin role, the System Administrator role is enough to finish the setup.

It asks for the address to continue. In the case of multiple organizations, it would give the option of selecting the organization against which we want to configure the marketing app.

The installation starts, usually it takes somewhere around 2 hours or so.

After installation finishes, we can navigate to the app or uninstall the marketing app from the org.

Take me to the app, opens the app.

We can all see the Marketing app listed in the Apps section.

Similarly to Uninstall Dynamics 365 Marketing Application, we use the same option – navigate to Resources >> Dynamics 365 Apps – select Manage for the app.

It takes to the Marketing Admin Page, from where we can Uninstall the App

Read the details before continuing with the uninstall.

Apart from configuring Dynamics 365 Marketing over an existing organization, we can also set up a separate trial of the Marketing app.

https://dynamics.microsoft.com/en-gb/marketing/overview/#

Specify the work email id and launch the trial.

We can see the trial environment listed separately within Power Platform Admin Center

Hope it helps..

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Comments in Power Platform [Preview] | Power Automate example

D365 Demystified

Here’s a new feature across Power Platform stack i.e. Power Apps / Power Virtual Agents and Power Automate

Comments

Let’s consider an example of a Flow / Power Automate for the Comments

In a Cloud Flow, now you’ll see a Comments (preview) show up.
When you click on it, Comments pane will open up letting you add Comments to the Flow.
And just like in Word, you’ll be able to enter comments for the Flow. These comments are added pertaining to the selected Flow Step or the first Flow Step by default.
Click on the send button to add the comment.
Now, once a comment is added, a counter/badge of count of comments will appear on the Step the comment is tied to.
As you proceed, multiple users can add their comments to different steps. (Ideally, since I added 2 comments to the second step, both should be highlighted. This…