Hi Readers and Viewers
In this video, we will look at D365 Users and security roles in Canvas App.
Following are some key features of the app:
Here’s the video:
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Hi Readers and Viewers
In this episode, we are going to look at, How to embed a canvas app into a model driven app.
We talk about the following limitations:
We talk about some tips:
We look at different layouts where the app looks better:
Video here:
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Hi Readers and Viewers
In this episode we are going to build our first app from scratch. This episode is based on a real life scenario to help the residents of a society. The residents will be able to do the following:
Your learnings from this session would be:
Video Here:
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Hope it helps!
Happy CRMing!
Hello Readers
This blog is to help fellow consultants to start their journey on PowerApps. We all know how easy it is to put together a screen on Canvas Apps but as and when we need a specific action on it or from it; we fall short of formulas/functions. That’s because we never required these formulas in Model Driven Apps.
But as Business/Functional Consultant, you want to deliver value to your client, make their life easier, Don’t you?
I am sure you do, so here I am providing you with 20 essential functions you must know as a functional consultant. This can be a starting point for you; well, Microsoft is trying hard for Business Users and Functional Consultants to get in the rink of Power Platform. Their learning path is specially designed for Business Users and Functional Consultants, check it out here Learn PowerApps.
All formulas below are simple and easy to understand. You’ll need it in everyday consulting; maybe for pre-sales, maybe for proof of concepts or maybe for a real world app.
1.Default a lookup in next screen based on the record created in previous screen
e.g create a contact first (in screen 1) then set primary contact when creating account (in screen 2)
Set Lookup fields datacardvalue’s ‘defaultselecteditem’ = Edit/New/FormN.LastSubmit
**N=Your form sequence
2.Set a lookup with required display field
Set Lookup fields datacardvalue’s ‘DisplayFields’ = [“Fieldname”]
3.Set a lookup with required search field
Set Lookup fields datacardvalue’s ‘SearchFields’ = [“Fieldname”]
4.Set a lookup with multiple search fields
Set Lookup fields datacardvalue’s ‘SearchFields’ = [“Fieldname1”, “Fieldname2”]
5.Nested grid
Filter(ChildEntityName,’LookupFieldName’. ‘PrimaryFieldName’ =ParentEntityGallery.Selected.’PrimaryFieldName’)
See account and contact example below; it shows related contacts of a selected account
6.Set Date/Date & Time to the current date/time
Set Data card ‘default’ = Now()
7.Set Date/Date & Time to current plus:
+30 minutes
Set Data card ‘default’ = Now()+0.5/24
+1 hour
Set Data card ‘default’ = Now()+1/24
+1 Day
Set Data card ‘default’ = Now()+1
+30 Days
Set Data card ‘default’ = Now()+30
8.Change No. of years that can be selected in date picker
Set the Start year and End year in the Date picker (Start and End date)
Set Date Value ‘Start Year’ or ‘End Year’ = Required Year
9.Add Years to an End Date, date picker
Set date value Start or End Year = Year(Today())+N
**N=No. of Years
10.Save a form (on button click) to create a record
Set button OnSelect = SubmitForm.FormN
**N= Sequence of form in your app
11.Save a form to create a record and navigate to a different screen
Set button OnSelect = SubmitForm.FormN;Navigate(ScreenN)
**N=Sequence of form/screen in your app
12.Save a form to create a record and show success message
Set button OnSelect = SubmitForm.FormN;Navigate(ScreenN)
**ScreenN=Your Success Screen
13.Set Camera to store photos in your PowerApps collection
Set Camera Onselect= Collect(colPhoto,CameraN.Photo)
**CameraN=Your Camera Sequence
14.Set entity image to last photo taken by camera
Set EntityImageDataCard’s Image’s Image = If(IsBlank(CameraN.Photo), Parent.Default, CameraN.Photo)
**CameraN=Your Camera Sequence
Meaning of this function- if cameraN does not have any picture in it (as in you haven’t clicked anything yet) then entity image would take its default value. But if you have clicked a picture; entity image will pick that image.
15.Select a record from a grid
Set Icon’s ‘OnSelect’ = Select(Parent)
16.Open a record from a grid
Set Icon’s ‘OnSelect’ = Select(Parent);Navigate(ScreenN)
ScreenN=View/edit screen
17.Delete a record on a grid
Set Icon’s ‘OnSelect’ =RemoveIf(datasource, primaryfield = GalleryN.Selected.primaryfield)
18.Setting up a logo on screen
Insert Tab>> Add Image>>Upload>> Resize from properties
19.Setting up a background image
Insert Tab>> Add Image>>Upload>> Resize>>Send to back
20.Rounding an Image
Click on image and set height and width equal
Now set, RadiusTopLeft =RadiusTopRight=RadiusBottomLeft=RadiusBottomRight=ImageN.Height
**Under Advanced on the right of your screen
Those are enough formulas to get you started. 🙂
Hope you find this helpful!
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Happy CRMing !!
DIY D365 