Tag: 2021 Release Wave 1

In-app or Push notification – Model-driven App – 2021 Release Wave 1 Power Apps / Dynamics 365


With 2021 Release Wave 1, the in-app notifications feature has been added to the Model-driven app, earlier it was only available for Canvas Apps.

To see it in action à

Login to Power Automate

https://us.flow.microsoft.com/en-us/

Create a new flow, select start from blank – Automated cloud flow, make sure the appropriate environment is selected.

Specify the flow name along with the trigger

Here for the trigger, we have specified the condition as contact creation.

For the action, select Send Push Notification V2 (preview)

For Mobile App, we can select either Power Apps or Field Service app to send the notifications to.

Here we have selected Power Apps mobile app.

Your app field will list down all the Model-driven apps available for the environment.

In recipients specify the email address and define the message.

In the Open App option, we can specify whether to open the app or not, on tap of the notification.

Finally, we can specify the entity, form for that entity (or view) to be opened.

We are setting the record id (of the contact record created) that should be opened in the form.

Save the flow.

Creating a contact record will trigger the flow and will send the notification to the mobile as shown below.

We can click on the notification, which takes us to the record as shown below.

Get all details here

https://powerapps.microsoft.com/es-es/blog/now-available-model-driven-app-push-notifications/

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps..

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Improved search experience now adds Quick Actions – 2021 Release Wave 1 – Dynamics 365


Improved search experience added features like easy access of search from within the header

https://nishantrana.me/2021/01/12/improved-search-experience-in-dynamics-365-powerapps/

More details and filters option

Incremental search or real time suggestions while performing the search

Now the 2021 Release Wave 1 adds Quick actions to the search results as shown below.

The quick actions available for accounts, contacts, etc. are

  • Assign
  • Share
  • Email

For the Phone call or activity entity, the options available are

  • Mark Complete
  • Cancel
  • Set Regarding
  • Assign
  • Email a Link.

The quick action are also available within the search results

Search

Read more about 2021 Release Wave 1

https://docs.microsoft.com/en-gb/power-platform-release-plan/2021wave1/

For Posts on

  • 2020 Release Wave 2

https://nishantrana.me/2020/08/14/posts-on-2020-release-wave-2-dynamics-365/

  • 2020 Release Wave 1

https://nishantrana.me/2020-release-wave-1/

Blog posts on 2021 Release Wave 1 – Dynamics 365

Hope it helps

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How to – Use Custom API to create custom messages in Dynamics 365


Custom API (preview) allows us to define our custom messages that can be called from web services, similar to Custom Actions. Usually, we would be creating custom workflow actions just to create a new message, to which we can hook our plugin, without defining any logic in the workflow. For this scenario or pattern now we can use Custom API instead.

There are different ways of creating a custom API.

  • Through the Maker Portal.
  • Using Web API or Organization Service.
  • Editing the solution files.

The 3 key entities involved here are

  1. CustomAPI
  2. CustomAPIRequestParameter
  3. CustomAPIResponseProperty

Let us try creating a CustomAPI through the maker portal.

Create a new solution, and click on New and select Custom API

Let us start with a very basic custom action.

Unique Name

This will be the name of the message. Should have the prefix same as solution’s publisher. 

Name

The name of the Custom API will show up inside the solution

Display Name

Localized display name of the Custom API

Description  

Localized description of the Custom API 

Binding Type 
  • Value: 0 Label: Global
  • Value: 1 Label: Entity
  • Value: 2 Label: EntityCollection

Bound Entity Logical Name 

Logical name of the entity in case of binding type – Entity and EntityCollection.

Is Function 
  • Value: 0 Label: No
  • Value: 1 Label: Yes

Allowed Custom Processing Step Type 
  • Value: 0 Label: None Meaning: No custom processing steps allowed.
  • Value: 1 Label: Async Only Meaning: Only asynchronous custom processing steps allowed
  • Value: 2 Label: Sync and Async Meaning: No restriction. 3rd party plug-ins can add synchronous logic to change the behavior of the message

Execute Privilege Name


Name of the Privilege that is required for the execution of the Custom API.

Plugin Type

Reference of the plugin registered for the Custom API 

So right now we have a very basic custom API registered of Global type, which doesn’t allow any steps to be registered and doesn’t need any privileges to execute

Let us write a sample plugin and associate with this new message.

Let us register the assembly

Now let us go back to our Custom API record and associate the Plugin registered.

Let us trigger the plugin by calling the Custom API through the Postman.

Let us check the plugin trace log inside Dynamics 365 App.

Get all details here 

https://docs.microsoft.com/en-us/powerapps/developer/data-platform/custom-actions

Hope it helps..

Blog posts on 2021 Release Wave 1 – Dynamics 365

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RECENT POSTS –

Fix – Exception in creation of lead (Dynamics 365 Marketing)

We were getting this error in the submission of one of our outbound Marketing forms. Activity id: e1ede147-efb6-457d-bc19-826c6176a2e4, Request id: jH7xRiEzGFTdZQTbE2fkh9_Z_WtjumCqJERuYZbGSL0_0, Exception: Entity ‘Contact’ With Id = 896b960d-c5d7-4c4d-95c7-a9e226afbf8e Does Not Exist The form had…

by Nishant Rana

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Improved search experience in Dynamics 365 / PowerApps


To enable the new search experience, we need to turn on the relevance search on that environment.

Login to the admin portal and environments section

https://admin.powerplatform.microsoft.com/environments

Navigate to Settings -> Features and turn on the Relevance Search


This places the search bar in the header, making it easy to access while navigating across different pages.

With Relevance search turned off à

On clicking the search icon à we are navigated to the categorized search page.

The search result for the term “alex” with Relevance Search on–

Even before we can enter our query in the search box, the search box displays the recent terms (seems like max 3) used for search along with recent records (seems like max 6) accessed.

Provides increment search or real-time suggestions while we are tying the search term

Get all the details here

And must-read article on the new search experience à

https://jukkaniiranen.com/2020/11/make-your-power-apps-search-experience-more-relevant/

Blog posts on 2021 Release Wave 1 – Dynamics 365

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Dynamics 365 Sales mobile app (preview)


The new Dynamics 365 Sales mobile app (preview), has been introduced specifically for the field sellers who need quick access and intuitive management of the customer information on the go while travelling / meeting the customers.

Check other posts on 2020 Release Wave 2

To enable the App, navigate to Advanced Settings from the Sales Hub and then to Administration > System Settings > Mobile Client tab
We also need to enable Relevance search on the environment for the mobile app’s search to work.

For iOS –

https://go.microsoft.com/fwlink/p/?linkid=2151689

For Android –

https://go.microsoft.com/fwlink/p/?linkid=2152008

After installation open the app and sign in

From the list of apps, select the App to be used. Here we clicked on the Sales Hub app.

Below is the home page of the app.

The home page provides quick access to recent contacts and recent records along with reminders and insights.

More on Assistant –

https://docs.microsoft.com/en-us/dynamics365/ai/sales/assistant

The + option allows for the quick creation of Note and Contact records.

The more options allow access to the navigate to other part of the apps – dashboard and the other entities.

Search suggestions provide results while we are typing and grouping of search results to quickly find the information needed.

Other sub grid and form tab improvements in the app –

https://nishantrana.me/2020/09/28/sub-grid-and-form-tabs-improvements-in-power-apps-mobile-app/

The meetings option shows the calendar view and the meetings that are scheduled in the outlook.

We cannot create meetings from the Sales Mobile app.

Get all the details here –

Overview of the Dynamics 365 Sales mobile app

Blog posts on 2021 Release Wave 1 – Dynamics 365

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