One of the most useful features of Dynamics 365 is records in Model Driven apps. As easy as it sounds many people struggle on browsing and sharing links of records found in Dynamics 365 model driven apps.

Outdated Way

The outdated way was to open the record and find the link from the browser address bar.

This way is no longer used. Microsoft Dynamics 365 introduced a new release which now provides a copy link button which can be used to copy and share records in an easy manner

How to access Records:

To access record you need to go to record section and find share in the menu on top right ribbon.

There are three options which you can use to share:

• Email Link: Outdated option, but still can be used
• Copy Link: The new option, allows you to copy URL of the record which can be pasted anywhere directly
• Manage Access: Allows you to open the share window

As you can see below, one you choose the option of Copy Link you will be able to see the URL which can be pasted anywhere.

If you still have any questions you can contact us anytime.

In aspects of capability, Microsoft CRM/Dynamics 365 CE has evolved significantly in the last few years. There will be important security changes as well as additional functional modifications. All Model-Driven apps, Canvas apps, and portals may now be created, edited, played, and shared from a single location: make.powerapps.com. 

Previously, we had to adjust the Microsoft CRM sitemap to make sure users with specific credentials could view important records.

The conventional method (Within Dynamics 365)

Using the Security settings in Dynamics 365 UI, we can easily allocate responsibilities to model-driven apps and users. The video below demonstrates what we accomplish in D365. When we employ D365, this is acceptable, but currently, the canvas app, portal, and power automate all aspects of the power platform. As a result, it’s simple to manage everything in one spot.

From the 2020 phase 1 version, all model-driven, canvas, and portal apps will be merged and featured in the power platform. 

Establish Roles in PowerApps Using Sharing

Sharing a model-driven app entails providing security roles to the user, which is accomplished in two steps.

1. Assign the app to one or more security roles.
2. Associate users to security roles (as mentioned in #1).

Sharing Graphical Representation

Step 1: Assign the app to one or more security roles.

1. Select the Model-Driven App and click “Share” at https://make.powerapps.com/.
2. Select the app from the “App” menu.
   

Step 2: Associate the User to the Security Role(s)

The security role(s) will be allocated to the user who was assigned to the app in #1.

1. From the list, search for and select the user Assign security role(s).
   

Through the same Dropdown box, we can also delete security roles.

There are several situations for service operations or salespersons going to distant areas where internet access cannot be foreseen or is unavailable, or where signals are weak. We require the agent to employ mobile offline functionality in all of these conditions. This offline feature is only for interacting with customers online (Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Marketing).  

Users sought offline capability as one of the most important features. Offline mobile access is accessible for iOS and Android devices.

A four-step approach will be used to enable Mobile Offline features.

• Enable the table(s) for offline use.
• Set up conflict detection for people who aren’t online.
• Make a profile for your phone that isn’t online.
• Offline access can be enabled in the contemporary powered app.
  

  Activate the table(s) for offline use.

• Select a specific environment in PowerApps.
• Expand the left navigation and select Data from the drop-down menu.
• Select the table that needs to be taken offline from the Tables menu.
• On the right side, click Settings, and the Properties window will open.
• Expand “Offline” under “More Settings.”
• “Enable for Mobile Offline” should be checked.
  

  Configure conflict detection for remote users.

The web (Legacy) app will be used to make these changes. 

• Go to “Advanced Settings” after selecting the environment.
• The web application for D365 will launch.
• Select “Settings” and then “Administration” from the drop-down menu.
• “System Settings” should be selected.
• Check “Enable conflict detection for mobile offline synchronisation” in the “Mobile Client” tab.

Make a mobile offline profile.

We need to construct a mobile offline profile because it specifies a set of tables and users.

• To utilise their mobile device in offline mode, users must have a security role for those table(s).
• Expand “Users + permissions” and choose “Mobile Configuration” after selecting the environment and clicking Settings.
• Either update an existing profile or create a “New profile.” Enter your name and a brief description.
• By choosing Manage or Add a table, you can add a table(s) to the “Data available offline” section.

If you wish to create a link between the Account and Contact tables, for instance, you must first add both tables to the mobile offline account.

Allow offline access to the modern-driven app.

Select Environment and then “environmental URL” to navigate to the environment.

• Go to the Apps section.
• To activate it, select the modern-driven app.
• Click “…” and then “Open in App Designer” after selecting the app.
• Select the Properties option.
• Select the profile and check “Enable Offline Profiles” (s)

Offline features on mobile devices

The functions that will be accessible during the offline mode, according to Microsoft’s official literature:

• The entities and commands that are available in offline format are referred to as commands.
• Business rules are as follows: In mobile offline mode, business rules are supported.
• Business Procedure Processes: If the following conditions are met, use business process flows in offline mode:
• The business procedure is implemented in a Power Apps mobile application.

Offline use is possible with the Power Apps mobile app.

• There is just one entity in the business process flow.
• When you run an app in offline mode on the Power Apps mobile app, you have three options for a business process flow. The following stage is the phase before, Set the stage to active.
• Query support: Lookups are enabled for mobile offline-enabled entities. All entities involved in the lookup should be able to work offline.
• Only the System and Quick views are supported in mobile offline mode. Personal opinions are not accepted.  
• Offline lookup: This option is only available for offline objects. Only one entity can be searched at a moment. In offline states, only classified searches are supported, not applicable searches.
• Timeline Control Remarks: Offline mode allows you to make notes on the Timeline control. In offline mode, you can take images, read notes, and add/remove attachments. 

Offline restrictions on mobile devices

Prepare a lead: When a lead is certified on a mobile device and the customer shows up, the qualifying phase will still be visible in the business processing phase. 

To advance to the next step, the user must manually click the Next stage button.

Views: In offline mode, the main objects are not supported by views:

• Email \sTask \sFax
• Appointment for Letter Service
• Reaction to the campaign
• Activation of the campaign
• Recurring appointment master
• Social interaction
• Add Existing on Power networks: For some sorts of relations, Add Existing is not allowed for mobile offline. Specific connections, such as N: N relationships, are perused when you’re offline, and then Add Existing instruction will be disabled on subgrids for those connections. The instruction will not work offline, even if the button is unhidden via modification.
• Web materials: Web materials are not presently accessible for mobile offline on the ios operating system.

I hope this information was useful, and thank you for taking the time to read this.

We’ll explore how to set up the auto numbering idea in PowerApps/ Dynamics 365 without creating a line of code in this article. Visit the program you’re working on by going to make.powerapps.com and logging in. Insert the table element and the table component within the table component. Create a new entry and choose “Auto Number” as the data type.

When using Auto Number as a dataset, we can choose between text prefix, date prefix, bespoke prefix, counter sequence, and suffix of the numerical type.

 

Let’s go with String Prefix. Provide the prefix CYST, a limited number of digits for the counter, such as 5, and a seed value of 10000. After you’ve completed everything else, a sample of the auto number will appear as shown below. CUST-10000, CUST-10001, etc.

Finally, click Done, Save Table, and Publish Solution. When you generate a record for the item, the field value will now be auto-populated, as shown in the image below.

 

I hope this information is useful.

We need a filter to display the contents in the gallery whenever we operate on PowerApps in any way. Users frequently expect specific dropdowns to filter data, such as “This Week,” “Last Month,” or “Last Week.”

In this blog, we’ll go through how to accomplish the specified filter so that users may operate more efficiently. Most of the time, the customer has used a Model-driven app before and is anticipating this filter, just as they did with Advanced Find.

Setup of PowerApps

• On the screen,
• add a dropdown gallery.

Setup a SharePoint List (In this example)

• Issue Tracker – SP List Name
• StartDate – Date Type

 Power Fx Commands

• The Gallery Items parameter should be set in

SortByColumns(
Filter(
IssueTracker,
IsBlank(CalculatedStartdate) || (StartDate >= CalculatedStartdate &&

StartDate <= CalculatedEnddate)
),
“StartDate”,
Descending
)

• Set the Dropdown’s Items parameter to

[“This Week”,”This Month”,”Previous Month”,”Next Month”]

• Change the Dropdown’s Onchange attribute to

Switch(
Dropdown6.Selected.Value,
Blank(),
UpdateContext(
{
CalculatedStartdate: Blank(),
CalculatedEnddate: Blank()
}
),
“This Month”,
UpdateContext(
{
CalculatedStartdate: DateValue(Month(Now()) & “/1/” & Year(Now())),
CalculatedEnddate: DateAdd(
DateValue(Month(Now()) & “/31” & “/” & Year(Now())),
-1,
Days
)
}
),
“Previous Month”,
UpdateContext(
{
CalculatedStartdate: DateValue(Month(Now()) – 1 & “/1/” & Year(Now())),
CalculatedEnddate: DateAdd(
DateValue(Month(Now()) – 1 & “/31” & “/” & Year(Now())),
-1,
Days
)
}
),
“Next Month”,
UpdateContext(
{
CalculatedStartdate: DateValue(Month(Now()) + 1 & “/1/” & Year(Now())),
CalculatedEnddate: DateValue(Month(Now()) + 1 & “/31” & “/” & Year(Now()))
}
),
“This Week”,
UpdateContext(
{
CalculatedStartdate: DateAdd(
Now(),
-(Weekday(
Now(),
StartOfWeek.MondayZero
)),
Days
),
CalculatedEnddate: DateAdd(
Now(),
6 – (Weekday(
Now(),
StartOfWeek.MondayZero
)),
Days
)
}
)
);

Screen Reference(s)

Gallery with Filter View

OnChange Dropdown

Advanced find is well-known, but have you heard of advanced lookup?

Advanced Lookup

We can quickly search for, explore, and pick entries to populate a lookup field using all of the available filters. This offers an exciting lookup experience since we can see all of the columns in a view to find the proper record. To display records, the columns can also be sorted.

What do you think about this?

At the Power Platform Admin Center, enable Advanced Lookup.

Navigate to the Admin Center of the Power Platform.

Select the environment

Choose Settings > Product > Behavior

The default lookup behavior is Off

Explore

With advanced lookup, we can see the results as you type. View results without having to retype your query by switching to another view or an entirely new table.

• To locate the row you’re looking for, type search text into the search box. The search text is kept when you switch views.
• Change views: Select a suitable view.
• Sort: To sort in ascending or descending order, use the arrow at the top of any column.
• Only my records: Only the rows that you own will be displayed.
• Create a new record: Opens the quick create form, which allows you to add a new table row. The advanced lookup grid will refresh and show the newly added entry when you save the new row.

Search by typing ahead

With advanced lookup, we can see the results as you type. View results without having to retype your query by switching to another view or an entirely new table.

Features

• Without sacrificing context, explore data.
• Filter the information.
• Multiple records can be looked up with fewer clicks. For instance, Party List

Party List Advanced Lookup

Using fewer clicks to look for several records without losing context.