In this scenario, I want to be able to read from my SharePoint Online list and make decisions based on what data is in the List
Build your PowerApp from data
Among the options to create your app from either Canvas or Model-driven, I’ll chose to build one based on data which is a Canvas type of application.
Now, I’ll chose SharePoint’s Phone layout since I want to connect to my SharePoint Online site to be able to read from my lists
Now, since I already have selected SharePoint connector, I’ll be creating a new connection on the next page.
Since this example is for SharePoint Online, I’ll select Connect directly (cloud services).
Now, since I already had accessed the SharePoint Site, it appears in my list. You can either connect to a new Site from + New Connection button on the left-hand side or enter a new SharePoint Site in the URL and click GO. Or even select a recently visited one like I did –
Then, choose your list
And it takes a few moments to build out your App. And when it’s ready to be worked on, here’s what you get.
Understanding your App Designer space
Won’t be covering much details on what each tool does, but wanted to share how things are placed –
On the left-hand side, the App pages/components are divided into three main sections. (Obviously, you are free to add and modify more screens as needed)
You can add several controls on these screens
And these controls/components can be adjusted from the right-hand side pane as below
That’s basically the most of the App basics you need to know at this point. I’ll post more posts on that later.
Publishing Your App & Share
Presuming that your app is now ready to go, her’s what you can do in order to publish
Navigate to File, give a suitable Name to your App.
Move over to Save and Save your App.
Once Saved, Share the App.
Once you click on Share, you can get to Add users who will have access to this App and you can chose their permission level.
Plugin development is a hassle if you don’t start of with getting the correct assemblies in place before you start writing your plugin code.
Best way is to get all of that from the NuGet Manager in VS. Preferably, we all pick the latest version from the NuGet Manager and pick Microsoft.CmSdk.CoreAssemblies. With 9.0.2.x version for v9 D365 environments, you might need to be careful with the .NET Framework version too. So, here’s a quick post about that.
Let’s say you pick Microsoft.CmSdk.CoreAssemblies
While installing, you get the below error
This is because your VS Project might not be on or might not have the correct .NET framework installed. If you go to Project properties, you can check that.
What version do you need?
Nuget.org will tell you about the version of .NET Framework required for that assembly.
Getting .NET 4.6.2
You can download among the different versions of Developer Packs available across your VS versions from the link below –
Finally! After much await and as April 2019 kicks in, the Mobile Offline capability for D365 Apps is finally setting in. But remember, this is in preview as of April 2019 and is not recommended for Production use.
Here’s you can enable Mobile Offline for any Dynamics 365 App
You can see that you can now turn on Enable Mobile Offline for a certain app.
Once you select it to tick, you’ll need to select a Mobile Offline Profile. Out-of-the-box, I have selected Sales Sample.
These profiles are available for creation and edit in your Default Solution if you go and see
And, they specify what properties should the offline mode have. Also, make sure the Users who should have this capability should be added to Users grid as shown below in the Offline Profiles.
Once done, save and Publish your Unified Interface app in the App Designer. Make sure the Profile is Published too!
Running Mobile Offline
When you open the Mobile App for that user, there’ll be a notification pop-up saying that changes on the org were made and you’ll need to update the same.
And when the update is complete, you’ll see the entities which are enabled for offline like the ones marked below (by a wifi signal icon)
So, let’s assume you are offline, you won’t be able to view records that are not enabled for Offline and will see the below error instead.
And the entities like Accounts, which is enabled for Offline, you’ll see the record as below
To summarize, that was the Offline for Mobile which is in preview as of April 2019. Hope this helps!
Often, one of the real-life scenarios is making time entries by either remembering what you did the whole week or looking at the Schedule Board and based on what you were booked, making each Time Entry in PSA manually.
Tiresome and inefficient, right? Not any more, a cool feature let’s you just create Time Entries in PSA v3 by a single click.
Now, let’s say your Bookings look like the below. I’m booked on 2 projects across the week.
And now let’s see how we import these.
Import Time Entries
Let’s see you want to make time entries now based on you Bookings in D365. On the Time Entries scree, drop down to the arrow besides Import.
Select Resource Bookings. (Obviously, like this method – you can import from Resource Assignments and Outlook Sync too! But we will keep that for some other day)
Then, you can select what all Time Entries should actually make it to the records. So you can select the ones you need and leave the rest.
Once you click on Import, it’s done! Time Entries are created.