Custom Page – Opportunity Close Solution Download

Initially, I was just going to explore some possibilities with Custom Pages, but decided to make a solution out of it instead. This way you can just download the solution and do the required modifications for your project (GIPHY API key), and you are good to go😁

I am really excited to hear your feedback after seeing/trying this out, and hopefully, I will be able to make it a lot better in next revisions of the Custom Page!

Go to my GitHub to get a hold of the solution. It’s a pretty “thin” solution that should be easy to configure and easy to delete if you no longer need it.

💾 DOWNLOAD 💾

I have also included a video displaying how you install and use the solution

Installation and setup

Because of ribbon changes, I was forced to create a managed solution for this. The only way it wouldn’t overwrite the current opportunity ribbon.

If you want to play around with the solution, download the unmanaged. Just make sure you don’t have any other ribbon customizations on Opportunity. If you do back it up first!!

For everyone else, you have to download the managed solution to be on the safe side.

On my Gihub page I have written what components get installed, so you can easily remove it all at a later point in time.

Custom Page – Close Dialog Logic

In the last post, we created a new close dialog, but we didn’t add any logic to the buttons.

Logic – Fields and Buttons

The most important parameter we send in via JavaScript last time was the GUID of the record that we are going to work with.

The first thing we do is add an onload to the app and perform a lookup as the very first step. This will give us all of the data for that given Opportunity that we can use within the Power App. We store the whole record in a variable “varOpportunity”.

A little clever step here is actually the “First(Opportunities)”. For testing purposes, this will open up the first Opportunity in the DB if you open the app without the GUID from Dynamics, and from here you can test the app make.powerapps.com studio without having to pass a parameter to the Custom Page 👍

ONLOAD

Set(VarOppportunity,
If(IsBlank(Param("recordId")),
First(Opportunities),
LookUp(Opportunities, Opportunity = GUID(Param("recordId"))))
)

Fields

Fields can now be added via the “varOpportunity” that contains all of the data to the first opportunity in the system.

BUTTONS

The cancel button only has “back()” as a function to close out the dialog, but the “Confirm WIN” has a patch statement for Opportunity.

//Patch the Opportunity fields
Patch(
    Opportunities,
    LookUp(
        Opportunities,
        Opportunity = GUID(VarOppportunity.opportunityid)
    ),
    {
        'Actual Close Date': EstClosingDate.Value,
        'Actual Revenue': Int(EstimatedRevenue.Value)
    }
);
//Hide input boxes and show confirmation
Set(
    varConfirmdetails,
    false
);
Set(
    varCongratulations,
    true
);

HIDE/SHOW

Because of some challenges I met with multiple screens, I had to use a single Screen with hide/show logic. Therefore I added all the fields to Groups and will hide Show based on groups.

The Congratulations group looks like this.

Closing the Opportunity Challenge

If this were a custom entity we could close the opportunity by setting the Status and Status Reason values. Unfortunately, the Opportunity has a function for closing the Opportunity that will create a Case close dialog. In order for this to work, we have to call a custom service for closing the Case. This does get a bit tricky.

We now have to call an action from Power Automate to close the opportunity as WON. At the moment of writing the blog, the process of calling the Microsoft action in Power Automate wasn’t working, so I created my own action. I will show you how, and honestly maybe even recommend doing it this way for now. It works all of the time and uses the technology that has been working in CRM since 4.0.

Custom Action

Actions work with the same logic as a Workflow, but they can be fired at any time from anywhere. They can receive inputs, and generate outputs. A workflow will only trigger from CRUD events, and work within the context of the record triggering the actual workflow. They are in many ways an underrated function in Dynamics / Dataverse.

It’s a pretty simple step updating the status of the opportunity to “won”, and by doing it this way the system will automatically do the correct calls in the API for Opportunity Close.

This is all you need for the action. After activation, we can go back to the custom page and create a instant flow (Power Automate).

In the Custom Page we now add a line to our “Confirm WIN” button. (Yes, I know we probably should add some logic for success/fail, but that will be a part of the final solution on Github).

//Patch the Opportunity fields
Patch(
    Opportunities,
    LookUp(
        Opportunities,
        Opportunity = GUID(VarOppportunity.opportunityid)
    ),
    {
        'Actual Close Date': EstClosingDate.Value,
        'Actual Revenue': Int(EstimatedRevenue.Value)
    }
);
//Hide input boxes and show confirmation
Set(
    varConfirmdetails,
    false
);
Set(
    varCongratulations,
    true
);
//Update Opportunity Close entity
CloseOpptyPostTeams.Run(VarOppportunity.Opportunity);

WINNER WINNER 🏆🥇

You should now be able to close the opportunity as won via a custom page. Just remember to publish the custom page AND publish the app again. If not it will now show. Do remember to give it a few moments before refreshing after a change.

Custom Page Multiple Screens

Custom pages can only have one screen… Right? No, actually they can have multiple screens like a normal Canvas App

I was a bit surprised when learning this because I have been told that there only was one screen per Custom Page. Turns out that Microsoft only recommends one screen pr Custom Page, because they want to isolate the pages better, and rather navigate between custom pages.

In some cases, you actually just want a simple screen instead of a new Custom Page.

Enabling multiple screens

This might be old news for many, but I for one did not notice this before recently🤷‍♂️

AI Builder + Lobe

During the recent Arctic Cloud Developer Challenge Hackathon I was playing around with AI Builder for the first time. The scenario we were going to build on there was the detection of Good guy / Bad guy.

The idea was that the citizens would be able to take pictures of suspicious behavior. Once the picture was taken, the classification of the picture would let them know if it was safe or not.

For this exercise I would use my trusted BadBoy/GoodBoy nephew toys:)

Lobe

To start it off I downloaded a free tool called Lobe. www.lobe.ai . Microsoft acquired this tool recently, and it’s a great tool to learn more about object recognition in pictures. The really cool thing about the software is that calculations for the AI model are done on your local computer, so you don’t need to setup any Azure services to try out a model for recognition.

Another great feature is that it integrates seamlessly with Power Platform. Once you train you model with the correct data, you just export it to Power Platform!👏

The first thing you need to do is have enough pictures of the object. Just do at least 15 pictures from different angles to make it understand the object you want to detect.

Tagg all of the images with the correct tags.

Next step is to train the model. This will be done using your local PC resources. When the training is complete you can export to Power Platform.

It’s actually that simple!!! This was really surprising to me:)

Power App

Next up was the Power App the citizens were going to use for the pictures. The idea of course that everyone had this app on their phones and licensing wasn’t an issue 😂

I just added a camera control, and used a button to call a Power Automate Cloud Flow, but this is also where the tricky parts began.

An image is not just an image!!!!! 😤🤦‍♂️🤦‍♀️

How on earth anyone is supposed to understand that you need to convert a picture you take, so that you can send it to Flow, only there to convert it to something else that then would make sense???!??!

Image64 and Power Automate – What a shit show

After asking a few friends, and googling tons of different tips/trics I was able to make this line here work. I am sure there are other ways of doing this, but it’s not blatantly obvious to me.

Set(WebcamPhoto, Camera1.Photo);

Set(PictureFormat,Substitute(Substitute(JSON(WebcamPhoto,JSONFormat.IncludeBinaryData),"data:image/png;base64,",""),"""",""));

'PowerAppV2->Compose'.Run(PictureFormat);

The receiving Power Automate Cloud Flow looked like this:

I tried receiving the image as a type image, but I couldn’t figure it out. Therefore I converted it to a Base64 I believe when sending to Flow. In the Flow I again converted this to a binary representation of the image before sending it to the prediction.

The prediction on the other hand worked out really nice!! I found my model that I had imported from Lobe, and used the ouputs from the Compose 3 action (base64 to binary). I have no idea what the differences are, but I just acknowledge that this is how it has to be done.. I am sure there are other ways, but that someone will have to teach me in the future.

All in all it actually worked really well. As you can see here I added all types of outputs to learn from the data, but it was exactly as expected when taking a picture of Winnie the Poo 😊 The bear was categorized as good, and my model was working.

Why Lobe?

One can wonder why I chose to use Lobe for this, when the AI Builder has the training functionality included within the Power Platform. For my simple case it wouldn’t really matter what I chose to use, I just wanted to test out the newest tech.

When working with larger scale (numbers) of images, Lobe seems to be a lot easier for the importing/tagging/training of the model. Everything runs locally, so the speed of training and testing is a lot faster also. It’s also simple to retrain the model an upload again. This being a hackathon it was important to try new things out 😊

More about AI builder

I talked to Joe Fernandez from the AI builder team, and he pointed me to some resources that are nice to checkout regarding this topic.

https://myignite.microsoft.com/sessions/a5da5404-6a25-4428-b4d0-9aba67076a08 <- forward to 11:50 for info regarding the AI Builder

https://youtube.com/watch?v=MQQmDUCufS8 <- Lobe

Business Unit Name Change

Something small, but yet useful. Thank you Tanguy for the tip🤗

As you probably figured out the Default Business unit name is something you can’t change OOTB after you have created a CRM/Dataverse environment.

If you are not careful when creating a new environment the org name will be set for you, and that is also when the Business Unit Name is set.

This can result in the following main Business Unit, and it just doesn’t make any sense. Also you can’t change it because Parent Business needs to be entered. Problem is that there is no parent to the parent in this case 🤣

XrmToolBox – Bulk Data Update to the rescue😎

Open the view for active Business Units and find your result.

⛔NB!! Make sure your search only returns one business unit

Next thing you do is set a fixed value, add attribute to the bulk job, and the update the record.

Power Apps Pay As you GO!!💸

When Microsoft introduced Azure for the Microsoft public, it was a new way of thinking. We were suddenly paying for what we needed and when we needed it. Amazon had been there for a long while, but for Microsoft customers this was a new way of thinking. After a skeptical start, this model has really become somewhat of a system standard.

As of today Power Platform will be available on Azure subscription! It is being introduced as a “Pay as you go” model. It is important that you don’t mistake this for the same as Azure. In Azure you actually only pay for the compute time used (in most cases), but here you will pay for a license once you use an application.

WOW THIS IS SOOOO COOL … Well, is it really?

Let’s just think about the following first. Just a few weeks ago Microsoft dropped the prices to half of what they used to cost. They are now only 5$ and 20$ for the different plans. When you think about the value you get from a Dataverse OOTB that is a BARGAIN already.

So why am I not overly excited about the “Pay as you Go” PAYGO model? Well, I don’t really see the big impact yet. Most of my customers are on the CSP agreement, and can flex as much as they feel for. Planning ahead for apps is also hard, and is counter intuitive for innovation. By releasing a plan as PAYGO, you essentially need to plan financially for all users that might use an app, while you silently hope that not all users actually use the app that month. For every user that didn’t use the app, you save some money.

I am sure that the plan makes sense for many scenarios, but I just don’t really see them yet. The good thing is that “limitations/possibilities” for the new plan will be monitored closely in the beginning to find the correct levels for all types of use cases. Remember to voice your opinion if you see some great opportunity. Microsoft will be listening😀

Pricing comparison

Standard Pricing App and User Plan

Standard Pricing Storage

PAYGO Pricing app

https://docs.microsoft.com/en-us/power-platform/admin/powerapps-flow-licensing-faq#add-ons

PAYGO Storage

https://docs.microsoft.com/en-us/power-platform/admin/powerapps-flow-licensing-faq#add-ons

Personal Thoughts

The only thing that we know for sure is that licensing will always be a situation where we as consumers want changes. We want more more more, and want to pay less less less. Microsoft will continuously find new license models to adapt to our wishes while finding ways to keep profits. Don’t get me wrong. I am all about Microsoft being able to charge what they want. After all it’s a great product!!! I’m just saying that you need to look behind the shining stuff before you automatically assume that everything new is automatically better.

What you need to do as a customer is get help to assess assess your licensing situation. Not only is licensing complex from a rules perspective, but the applications can be modified to adapt to licensing changes. I am not saying PAYGO is bad, but I’m not jumping on the PAYGO train quite yet. Most of my customers are CSP customers and have a lot of freedom with licensing (Up and Down). Just going to see what happens first 😁

I might also have misunderstood quite a lot in regards to the benefits received from this model, and if so I would love feedback to learn new ways of thinking!👌

GIF Custom Connector

In my last post I wrote about Adaptive Cards in Teams, but a vital factor for that adaptive card to be interesting is the content on the card. Dynamics 365 Sales Adaptive Card🚀.

One of the technical bits last time was connecting with an HTTP GET request to the API. I will be using the same information to create a custom connector so that anyone can reuse for the future 😁

Creating the Connector

Step one.. open https:///make.powerapps.com .

Step 2.. Break down the URL from the first picture like this

Step three… If you don’t really know how to do this, ask a friend!! 🙂

Step three again.. Enter the security settings. When entering the security settings and providing something more than blank, you will be prompted with the credentials first time you create a connection to the connector.

I broke the URL down further with the “api_key” as a query, so that it would show in the URL like the example on the first picture.

Step four.. Create a search tag like the one I had in the URL from the first picture

Step five.. Get the URL from the first picture with your API key, and add this to the import sample

Choose the GET in this case, and add the full URL

Your request should look something like this:

Step 6.. Add a connection to the connector and test with a tag. It should return some info like this:

Result

When you are done, you have a custom connector you can reuse from Power Apps, Flow or any other tool that can use custom connectors.

Connector Gallery 🌌

What better thing to do than release this to the https://connector.gallery when you are done creating a new connector?? :😁💪🥇

The rise of the Galleries🌌

By now I hope most people know the https://pcf.gallery (run by Guido Preite). A great page for sharing community components (PCF) and exposing awesome contributions to the rest of the world. 🌎

What I like about the PCF Gallery is the simplicity of the site only being about PCF components. This is why I asked Guido if we could create a similar site for other components regarding the Power Platform. He was so kind to share his code for the project, so Matt Beard and I decided to give it a go. 🤗

Connector Gallery

First out in list of future galleries is the CONNECTOR gallery . This site will contain all sorts of custom connectors for Power Platform that you can share with the community. If you want to contribute to this gallery, you only have to share the custom connector file you have on GitHub, and we will post it out!

Dynamics / Power Apps + Office App Launcher

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👊

ACDC 2021 – Hackathon summary

WOW… Simply WOW. It’s the best way to summarize this years hackathon.

Normally this 3 day hackathon is situated in the beautiful hill of Holmenkollen, but this year we were forced to go online for obvious reasons. One little difference we did do was to open up for teams to gather locally at their companies offices. This way we could add a social factor within safety regulations without having to keep everyone 100% at home office.

We decided to have a participation fee for the event, and everything that was extra would be given to children’s cancer www.barnekreftforeningen.no

This project has consumed most of my time the last few months being a part of the committee, and getting it all together has not been easy.

We were 5 teams total and almost 40 participants that dedicated 3 whole days of fun where this years topic was LEGO.

ACDC 2021 (arcticclouddeveloperchallenge.net) <- Homepage for the hackathon with the live scores

Teams were from:
Point Taken (Point Taken Brixters)
Avanade (Orange Panthers)
Albatross (The Merge Conflict)
Skill (Klossmajorene)
Felleskjøpet (Cowders)

Arctic Cloud Developer Challenge Submissions (acdc.blog) <- The blog showing most things that were created during the 3 days.

Our team decided to create a Lego City where IOT sensors controlled it all. I will write more about the geek stuff in my next post, but this might give you some hint:

Winner of the tournament was Felleskjøpet, that simply were superior in this years technical setup and performance. Read more about their solutions in the ACDC BLOG!! 🙂

Final delivery – Cowders | Arctic Cloud Developer Challenge Submissions (acdc.blog)

Charity

While everything is fun and games, we were able to raise some money as well! 🙌✨🙌

This event just really made my day, and I am thankful for the People that made it happen. Amazing what community can do when we work together!

Ulrikke Akerbæk (Skill)
Carlos Briceno (Bouvet)
Marius Børresen (Felleskjøpet)
Jarle Engseth (Skill)
Ragnhild Baumann (Infoworker)
Thomas Sandsør (Point Taken)