Tag: PowerApps

Use Command checker (ribbondebug=true) to identify the Ribbon Customizations Issue – Dataverse / Dynamics 365


Appending ribbondebug=true to the record’s URL adds the new Command checker button in the command bar, which could help us in troubleshooting any unexpected behavior with ribbon.

More on this – https://powerapps.microsoft.com/en-us/blog/introducing-command-checker-for-model-app-ribbons/

Recently we added one enable rule to an existing button (Go Live) in the Customer Journey table. The rule was calling a JavaScript web resource based on the security role assigned to the user hiding or showing the button on the form.

Click on the Command checker to open the window on the side pane, where we can then select our button.

In the command properties tab, we can see our custom enable rule showing an error.

Also here clicking in View rule definition solution layers provides us the detail that this rule has been added as part of an unmanaged layer.

Clicking on the Unmanaged layer further provides us with the definition of the enable rule.

Going back to the error, we figured out that the function was missing from the web resource, and adding the function fixed the issue for us.

Back in the Command checker, we can see the custom Enable Rule getting evaluated correctly.

Check the Troubleshooting Guide

Hope it helps..

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How to – Identify Dynamics 365 Marketing Application App and its corresponding environment


We can easily identify the Marketing App and the environment in which it has been provisioned.

Login to Power Platform Admin Center >> Resources >> Dynamics 365 Apps

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

We can find the unique name of the environment/organization suffixed with the name of the app i.e. Dynamics 365 Marketing Application for the configured app.

Navigate to the environment’s Advanced Settings >> Customizations >> Developer Resources 

We can find the Unique Name of our organization there


Hope it helps..

 

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How to – Hide Approve / Reject Button in Approval Email in Power Automate Approval Workflow


Recently we had a requirement to remove or hide the Approve and Reject buttons from the approval email as we wanted the user to manage it all from the Approval Center.

The way we implemented this is by replacing the Start and wait for an approval action with Create an approval, Send email notification and Wait for an approval action.

For Create an approval action, set Enable notifications as No this makes sure no email is sent.

Followed by– in the body, specify Send an email notification the Approval Center link.

Followed by Wait for an approval, specify the Approval ID there.

And the Condition control and the required logic.

After running the flow, the user will get the email and can click the link to navigate to the Approval center.

The user can then take the required action from within the Approval center.

The flow will wait for the user

Also, check – Implementing approvals with Teams notifications

https://powergi.net/2021/07/11/use-power-automate-approvals-with-teams-notifications-only-no-emails/

Check other articles on Power Automate Approvals 

Approvals – Power Automate & Dynamics 365

Hope it helps..

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Format property missing in Date Picker in custom page – Dataverse / PowerApps


Recently while designing the custom page, we realized that the format property is missing for the Date Picker control. This is because Date Picker control is based on Fluent UI Library.

One option earlier was to enable the Classic Controls from Settings

And replace the existing control with the classic control

Also, check – https://debajmecrm.com/get-todays-date-format-dates-in-power-apps-canvas-app/

https://powerusers.microsoft.com/t5/Building-Power-Apps/Date-picker-missing-format-property/td-p/903794

https://powerusers.microsoft.com/t5/Building-Power-Apps/Custom-Page-Date-Picket-Format-Date/td-p/1349351

Hope it helps..

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Sample formula for Associating N:N records and Creating 1:N records in Canvas App (PowerApps / Dataverse)


Just sharing the sample formula, we used for associating selected products from the gallery to lead on OnSelect of a button.

Here collectionCheckedProducts contains the checked products from the gallery bound to the product data source –

varEnquiryIdWithoutCurlyBraces contains the GUID of the Lead record. Here Enquiry is Lead renamed.

Enquires(leadproduct_association) is the name of the relationship between lead and product.

Relate function is used to associate multiple selected products in collectionCheckedProducts to a lead record.

And below is the sample formula we used for creating Quote Product for selected products from the gallery.

varEnquiryIdWithoutCurlyBraces contains the GUID of the Quote record. Proposal Data Source is the Quote renamed.

Hope it helps..

 

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How duplicate phone numbers for customers (contact/account) are handled in Voice Channel (Dynamics 365 Omnichannel for Customer Service)


Before we delve into different scenarios, few key points, we need to be aware of about Phone Numbers in Voice Channels.

  • Voice Channel considers Contact’s Mobile Phone (mobilephone) and Account’s Phone (telephone1) fields.

https://learn.microsoft.com/en-us/dynamics365/customer-service/record-identification-rule

  • The phone number should be in E.164 format inside Dynamics 365.

https://learn.microsoft.com/en-us/dynamics365/customer-service/voice-channel-bring-your-own-number?tabs=customerserviceadmincenter#prerequisites

https://developers.omnisend.com/guides/e164-phone-number-formatting

  • If no matching customer (contact or account) is found, the conversation record will not have any customer prepopulated.

  • If 2 contacts are having the same Phone Number (E.164) format, i.e. multiple matches found

In that case, also, no customer is tagged in the conversation record, the agent would have to search for the customer.

  • If 2 contacts and 1 account have the same Phone Number

The Conversation records get associated with the Account record.

  • If 1 contact and 1 account have the same Phone Number

The conversation record gets tagged against the Contact

  • If there is only 1 account record with that phone number and no contact records

The conversation record has an Account tagged to it.

  • In case multiple accounts are found with the same phone number and no matching contact

No customer is tagged in the conversation record

  • If there are multiple contacts and multiple accounts with the same phone number

No customer is tagged in the conversation record.

In short –

Matching Contact

Matching Account

Result

0

0

NA

1

0

Contact

1

1

Contact

2

0

NA

0

1

Account

0

2

NA

2

2

1

2

Account

NA

Hope it helps..

 

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