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Archive for November, 2021

Dataverse | Modernize business units (Public Preview)

November 12, 2021 Leave a comment

With this preview feature,

  • Users are no longer restricted to accessing/managing data in their own business unit.
  • Users can now access and own records across business units.
  • Security roles from different business units can be assigned to the users regardless of the business unit the users belong to.
  • This feature enables the Owning Business Unit column of the record so that it can be set/updated by the users.
  • The Owning Business Unit column determines the business unit that owns the record.
  • Business units’ data access can now support “Matrix data access” structure.

Modernize Business Unit – Feature Goals:

Modernize Business Unit – Design Elements:

New Organization Settings while Changing the User’s Business Units:

Refer following videos to learn more about this preview feature:

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Categories: CRM

Dynamics CRM | Microsoft Power Apps | Legacy OData v2.0 Service removal date

November 12, 2021 Leave a comment

OData v2.0 endpoint:

  • The Organization Data Service (Also known as the OData endpoint or the REST endpoint when it was released, the Organization Data Service offers limited capabilities to only create, retrieve, update, or delete table data) is an OData v2.0 endpoint introduced with Dynamics CRM 2011.
  • The Organization Data Service was deprecated with Dynamics 365 Customer Engagement v8.0 in favor of the Web API, an OData v4.0 service.
  • Organization Data Service is planned to remove on November 11, 2022. Any code that uses the Organization Data Service should be migrated to use the Web API before that time.
  • Its recommended to Use the Microsoft Dataverse Web API.

Action Required:

  1. Use the Solution Checker to detect any JavaScript web resource code. The rule web-avoid-crm2011-service-odata should detect use in client-side code.
  2. Check any other code, including PowerShell scripts, that send requests to this endpoint: /xrmservices/2011/organizationdata.svc.
  3. Check any Power BI reports or Excel Data sources that may be using this endpoint.

Refer this link for more details.

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Categories: CRM Tags: ,

Power Apps portals | Query data using portals Web API (Public preview)

November 12, 2021 Leave a comment

Portals Web API:

  • The Portals Web API enables building a richer user experience inside Power Apps portals pages.
  • We can use the Web API to perform create, update, and delete operations across all Dataverse tables from the portal pages.
  • For example, you can create a new account, update a contact, or change the table permissions for a product by using the portals Web API instead of the Portal Management app.

Query data using portals Web API:

Web API operations in portals so far were limited to creating, updating, deleting, associating and disassociating tables. With this public preview, Portals will have the capability to retrieve data using GET requests through portals Web API.

Preview capabilities:

The feature provides the following capabilities during this public preview:

  • Query records
  • Apply system query options
  • Request specific properties
  • Filter results
  • Order results
  • Aggregate and grouping results
  • Retrieve a count of rows
  • Column comparison
  • Retrieve related table records with a query

Refer the Docs link for documentation.

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Categories: Portals Tags: ,

Power Apps | Canvas App | StartScreen property

November 8, 2021 Leave a comment

In the latest Canvas App updates, following key announcement has been made on App’s ‘OnStart’ property.

  • Using the Navigate function in the OnStart property has been retired. (Refer below screen as App throws warning if you have Navigate function on OnStart)
  • Existing apps will continue to work. For a limited time, you can still enable it in the app settings (available under Retired).
  • However, using Navigate in this manner can lead to app load delays.
  • Use the new StartScreen property instead, to calculate the first screen displayed.

StartScreen:

  • Following is an example, to Navigate to ‘Screen2’ based on a Condition.
    • If(User().Email=”RajeevPentyala@expnov21.onmicrosoft.com”,Screen2,Screen1)
    • If you notice, no ‘Navigate’ function is used in above example.
  • If StartScreen returns an error, the first screen in the Studio Tree view will be shown as if StartScreen hadn’t been set.
  • Global variables and collections, including those created in OnStart, are not available in StartScreen.

Refer Docs for more info.

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