Posts By

trotmanmarc@yahoo.com

PP Pointers: Reference Panel

January 11, 2021

There is normally a requirement to display multiple subgrids on a form in Power Platform model driven apps. The Reference Panel is a great way to provide users with this information in an uncluttered manner. To use the Reference Panel, you need to use the Classic customisation interface. In the Insert tab, within the Section option you will find the Reference Panel control. Add this to the form…

Using Power Automate to get the last login dates of users

October 23, 2020

Power Automate is one of the components of the Power Platform which is a great tool for automating processes. With its ability to make use of the numerous connectors available, this means that it is able to connect to the common data service to retrieve information such as user details and audit information. So, how do we get the list of users within your Power Platform instance and…

How do I know if my users are logging into a Power Platform instance?

October 23, 2020

There comes a time when an organisation wants to know if colleagues are using their Power Platform implementation. So, a request is normally made by management for a report to show the last time a user has logged in. There are normally three ways to view this information: Have a look at the audit summary. Here you can do some filtering to find this information based on the…

PP Pointers : Minimum Security Role

May 23, 2020

When configuring a Power Platform instance, a “basic” security role is needed which when assigned allows users to log in. One of the ways to do this is to copy one of the existing security roles e.g. Customer Representative and then amend it. However, Microsoft has provided us with a minimum privilege security role solution which contains a security role that does just that. So, that’s the way…

Power Apps Development Environment Improvements

April 16, 2020

I was developing a canvas app about two weeks ago and then today I went back to check something out and what did I find but new goodies from the Power Platform team. It’s now easy to distinguish between what each property is used. The Visual Code Editor looks more Visual Studio like. This looks like it is in the process of being rolled out to all tenants…

Strange Behaviour For M:M Relationships In Filter Criteria For Views

April 16, 2020

Here’s an interesting difference that I have noticed when using the new filter criteria in views following the Release Wave 1 2020. It is quite difficult to determine when multiple M:M relationships are created between the same parent and related entities. Steps To Reproduce The Issue Create a M:M relationship between account and contact and call it Blog Contact using the Custom Display property of the relationship. NB:…

How to enable Kanban Boards?

March 28, 2020

When I saw that Kanban Boards was available for Activity and Opportunity Views, I thought this feature would have enabled once I enabled the Release 1 2020 updates but it wasn’t.  I guess this is due to Microsoft giving customers the option of turning it on rather than enabling it by default. So, how do you make your Activity and/or Opportunity view be visualised as Kanban Boards?  It…

Useful Features from the April 2020 Updates

March 28, 2020

Following the announcement about the Dynamics 365 2020 release wave 1 plan, I enabled the new features on a Dynamics 365 Trial and here are the features which I found useful from a user perspective. Improved filtering capabilities on the columns within views. Here are a few examples which compare Release Wave 2 2019 and Release Wave 1 2020. The filter on Activity Type is now available on…