There have been several posts on the environment variables, but I think Microsoft just released a pretty GREAT update recently. I honestly don’t have a clue when this function was released, but it made my day a LOT easier:)
Bilde system A og system B med verdi som er ulik pr system, men refereres i noe i begge systemer.
Microsoft has introduced environmental variables to Dynamics / Dataverse to fix this exact problem.
Within the solution explorer you can add Environmental variables that can be used across the different systems. In this test I am using a variable to define what environment I am working in “Test or Production”.
I wont be writing about the Environment variables in detail, as you can read more about them in other posts, but I wanted to cover the new way of using this within Power Automate!
There are many ways of getting the current environment URL, but this is the quick and dirty version of doing just this 😏 Next week I will post about Environment variables as I know this is a possible approach that is better.
The intention about this blog is to show how to use Json to parse just a small part of an action body to get what you want exposed.
So this could be a typical flow in Power Automate for Dataverse. We have a trigger on top and an action below to get more data from the element that triggered.
The BODY of the trigger doesn’t contain environment information, but only Opportunity data:
But the Action contains a lot more interesting data for this.
In order to get this data we need to parse the Json returned here to retrieve the “Odata.ID” that includes the URL for our environment.
After a lot of painful digging I finally found the issue. Someone had decided to install SharePoint in Norwegian when they first setup the tenant!!! hehe. This meant that the URL the SharePoint URL was wrong.
Wrong URL ⛔
Correct URL ✅
Microsoft Support didn’t see a fix in the near future for language support, so I guess it’s time for a small work around 🙂 Not really exciting fix, but you need to create a Workflow or Power Automate on create to change the name of the document location to your local language.
Why a workflow you may ask? When is the last time a workflow failed you I answer 😎
Launching a new app or launching a new CRM system always leaves the users with the same question. Where do I find the application? At first I didn’t really understand the question, because I thought it was natural to bookmark the URL to your application ie https://www.company.crm4.dynamics.com/***** etc.
Eventually I realized that most users are actually using the waffle menu in office 365 when navigating to applications that they don’t use continuously.
They were expecting to see the application in the list when you clicked the waffle menu, because this would save them time.
Luckily this is not a problem 😊 Open the all apps, and locate the app you are looking for
And just like that you now have a quick navigation to your CRM or Power App application in the Microsoft 365 app launcher👊
This post is almost not relevant any more due to the fact that we all will be pushed into the make.powerapps experience in “the fullness of time”, but I will still be using the classic viewer for the foreseeable future 🙂
From time to the images can get distorted due to unknown reasons. This is not a big deal as the buttons still work, but can be annoying for the users. You might have seen this in the 2 places:
There seem to be several ways to solve this issue, but not all seem to work the same. I have seen some options describing a cache clear in the console of the browser, but for some reason none of those worked for me. Lately I have had to open the developer tools and delete a bit more manual.
Click F12 in the browser where you see the error
Open the Application tab on the dev tools
Clear or delete anything within the storage related to dynamics.
Try to restart the browser, and hopefully that should do the trick:)
I have allready posted about the Customer Lookup, but there is a bug ATM that will prevent you from setting the customer lookup correctly.
Luckily Microsoft has provided us with a temporary workaround while they figure out how they are going to support polymorphic lookups like Customer in dataflows 👌
When trying to map customer lookup you won’t be able to see the correct lookup in the DataFlow. It may differ what you see, but it could be a different combination of fields like this:
All of the fields that have “Fieldsomething.Fieldsomethingelse” are lookups. The Customer lookup does not work as intended here, even though the field “ParentCustomerID” is the correct field to use. In a previous post I showed how to get around this issue, but Microsoft removed the projects configuration options. After talking to support, they showed me how to make it work again !!🙏💪
In our system for billing, we have the following structure. A debitor (aka Account), can potentially have lots of projects connected. The only way to connect data in DataFlow is via KEY’s in the Dynamics configuration. In our case we have a key “AccountVAT”. This ID is a unique organization number used in Norway.
Both tables know AccountID, but only the Account table holds the AccountVAT number. As you see on the image above, the Project doesn’t know what AccountVAT to connect to. Lets fix that.
So I load up my 2 tables in dataflow. If you wonder how this is done, check my other posts on DataFlow.
Select the MERGE QUERIES option
Here we match the 2 tables based on AccountID. As you see here there are lots of options for matching, but now you also get a nice visual for matching status at the bottom.
Next step is choosing what data to “join” into the projects table.
So I select the AccountVAT number as the field to join.
As you see in the picture below, the Debitor.Foretaksnr is now visible. This column is now joined from the Debitor table to the Project table.
The selected row below is a special field. You see that the Debitor.foretaksnr is a field in another table, and you see the destination field being special. The destination field is of type Lookup, and is expecting “AccountNumber” as matching.
The result is projects record linked to the correct account in CRM 👍💪
MAAAAAASIVE update in the search experience for Dynamics, and I am extremely excited about it. The global search has received a major face-lift and is now looking really good. I personally never used the old relevance search, because I thought it looked bad and was confusing for the end customer.
My customers personally fond this search confusing when the database started to grow. I therefore always told the users to chose categorized search instead.
This way it was easier for the user to find the Accound/Contact/Oppty they were looking for.
New Search experience ✨🎉👍
The new search places the search bar in the middle on top, just like many other office applications. A fairly intuitive placement for the global search, and the results look awesome!!!
This is not the average Dynamics CRM post, but I was challenged by Malin Martnes to see if we could integrate the competency part of of Dynamics HR with Customer Engagement. The reason we wanted to look into the matter was because we thought it would be really easy!!! Turns out we were wrong.. hehe 😂
A lot of fields available, but just not the ones regarding competency.
What to do?!?!? Docs to the rescue !!
Thanks to a link from DOC’s I learned that Finance and Operations has a link to export data. You can choose whatever dataset you want, and export it to file. This has actually nothing to do with HR, but is a feature from Finance and Operations.
The delay is there because the service can sometimes use a little time with the response. Just let it work:)
This part of the flow was just to see if .zip file had been completed. When it was complete, we could get the actual package.
At this point I had absolutely no idea what I was doing, but it was working. The body of the HTTP GET function returned a .zip file. This I could create directly in a OneDrive connector.
The last step was then to extract the file from the .zip, and voila. I now had an automated Excel export from Dynamics HR.
For the last part I could simply connect a DataFlow for importing to Dynamics:)
Was there even a point to this?
Well.. Yes, and no.. The positive thing about this was learning that Finance and Operations has an export function that I could use for extremely simple integrations. This I might be able to use at some later timer.