Posts

Tips & Tricks | Power Apps Community Plan [Development Environment]

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Power Apps Community Plan: a free development environment for individual use If you want to build skills and learn more about Power Apps, Power Automate, and the Common Data Service, the Power Apps Community Plan is the right plan for you. The Power Apps Community Plan gives you a free development environment for individual use. Will my Power Apps Community Plan subscription ever expire? You can use your Power Apps Community Plan subscription perpetually for free. If you are actively using an individual environment, then you won't lose access to any of the resources or functionality in that environment. You may, however, notice a delay when accessing your Common Data Service Database for the first time after a long period of inactivity. This delay does not impact the data or entities stored in the Common Data Service. To create a development environment to build skills and learn more about Power Platform it is recommended to create a Power Apps Community Plan over Power Apps Trial

Tips & Tricks | Power Automate [Executes a changeset request] CDS

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Common Data Service (current environment) introduced "Executes a changeset request" is a set of requests (Create/Update/Delete) actions in which failure of one of the steps will cause the transaction to rollback for previous actions within "Executes a changeset request" scope. Note: In order to use Common Data Service (current environment) connector you need to create a flow from inside CDS/Dynamics365 solution. Use Case Ex: You have a business case that required to create a set of activities:  Task "Review Account Information Task"  Phone Call "Follow Up" that has a realtime integration with a call center system. Some times the call center system is down so you need to retry again in order to create the full set of actions, otherwise, you need to try again to create the same set. Limitations: you cannot use an output parameter from action to be used in another action inside the changeset scope

Tips & Tricks | Solution Layers [Remove Active Customization]

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How to remove Unmanaged customizations away from a top of a managed solution Managed and unmanaged solutions exist at different levels within a Common Data Service environment. In Common Data Service, there are two distinct layer levels: Unmanaged layer . All imported unmanaged solutions and unmanaged customizations exist at this layer. The unmanaged layer is a single layer. Managed layers . All imported managed solutions and the system solution exist at this level. When multiple managed solutions are installed, the last one installed is above the managed solution installed previously. This means that the second solution installed can customize the one installed before it. When two managed solutions have conflicting definitions, the runtime behavior is either “Last one wins” or a merge logic is implemented. If you uninstall a managed solution, the managed solution below it takes effect. If you uninstall all managed solutions, the default behavior defined within the system solution is a

Tips & Tricks | Power Automate [Cognitive Services]

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Using Power Automate to automate workflow to extract information from pictures and map it to a field in the common data services. Below is an example of  a flow to extract ID Number from a scanned passport or National ID. Azure Cognitive Services we are going to use  Cognitive Services for OCR. • Open https://portal.azure.com/ • Search for Cognitive Services • Click Create • Fill Name "ex: OCR Cognitive Services " • Fill Form • Navigate to created Cognitive Services • Click on Keys and Endpoint • Copy Key and Endpoint Power Automate Using Power Automate to create a flow to extract information from the image. • Navigate to https://flow.microsoft.com • Create a new flow • Select Computer Vision API connector • Select Optical Character Recognaition (OCR) to Text • Enter Connection Name "ex: Cognitiev Services Connection" • Enter Key • Enter Site Url • Click Create • Select Image source " URL or Image Content "    if you

Tips & Tricks | PluginTypeStatistic

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Performance considerations  When you add the business logic for your plug-in you need to be very aware of the impact they will have on overall performance. The business logic in plug-ins should take no more than 2 seconds to complete. Time and resource constraints There is a 2-minute time limit for message operations to complete. There are also limitations on the amount of CPU and memory resources that can be used by extensions. If the limits are exceeded an exception is thrown and the operation will be canceled. If the time limit is exceeded, a TimeoutException will be thrown. If any custom extension exceeds threshold CPU, memory, or handle limits or is otherwise unresponsive, that process will be killed by the platform. At that point, any current extension in that process will fail with exceptions. However, the next time that the extension is executed it will run normally. Optimize assembly development The assembly should include multiple plug-in classes (or types) but can be no lar

Tips & Tricks | Impersonation

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Impersonation is used to execute business logic (code) on behalf of another Dynamics 365 for Customer Engagement apps user to provide a desired feature or service using the appropriate role and object-based security of that impersonated user. To impersonate a user, set the CallerId property on an instance of OrganizationServiceProxy before calling the service’s Web methods. Workflow Impersonation Background Workflow In case Triggered workflow (create, update...) the workflow will run in the context of Workflow Owner/UserId In case On-Demand the workflow will run in the context of Initiating User . Real-time Workflow In case Triggered workflow (create, update...) the workflow will run according to selected option in execute as: - The owner of the workflow. (UserId) - The user who made changes to the record. (InitiatingUser) In case On-Demand the workflow will run in the context of Initiating User. Plugin/Custom Step Impersonation You can specify in your code which user context to ex

Tips & Tricks | IFD Session

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Dynamics Online or On-premises Dynamics CRM with IFD Deployment the IFD session is expired and this annoying users and you want to increase session timeout or inactivity timeout. In order to edit session timeout or inactivity timeout. You need to navigate to: Setting -> Administration -> System Setting On General Tab scroll down Select Set custom for session timeout and enter your values within the range Select Set custom for inactivity timeout and enter your values within the range For On-premises Deployment you may not found those section as below. In order to view those section you need to do the below steps: To view session timeout section need to run the below in Power-Shell command: Add-PSSnapin "Microsoft.Crm.PowerShell" $itemSetting = new-object 'System.Collections.Generic.KeyValuePair[String,Object]' ("AllowCustomSessionDuration",1) $configEntity= new-object "Microsoft.Xrm.Sdk.Deployment.ConfigurationEntity" $configEntity.Logic