Bring your Power Bi to Power Apps Portal – Part II

In the previous blog we covered how to embed Power BI Report in Power Apps Portal using “Publish to Web” and “Embed for organization” mode, In this post we will cover “Embed for your customers” mode and then applying Row level security(RLS) on the report.

Method 2: Embed for your Customers- Power Bi Report for private customer reports.

Enable Power Apps Portals for Power Bi integration and create your Power Bi report you want to publish under the Power Bi workspace you have defined during Power Bi Setup earlier. Refer the part I blog for steps.

Enable RLS on Power Bi Report:

Enable Report for Row level security by adding role, its required for embedded customers mode to function. On Power Bi Report under Modeling Click on Mange roles

navigate to manage role under Power Bi
Continue reading “Bring your Power Bi to Power Apps Portal – Part II”

Bring your Power Bi to Power Apps Portal – Part I

Power BI has become the choice of tool when we talk about Reports, Power Apps portal has built in reporting and charts but if are looking for modern dashboard and reports embedding Power Bi in Power apps portal is the way to go, In this blog we will look into the different ways that could be done,

Before any of this could be done we need to Setup and enable Portal for Power Bi Visualization, here is the detailed steps from Microsoft Documentation for enabling Power Apps portal for Power Bi Visualization and embedded service which allows powerbi liquid tag to work in Portal

Here is the list of Key steps involved, but refer to Microsoft doc for detailed steps

Continue reading “Bring your Power Bi to Power Apps Portal – Part I”

Power Platform & Azure – Better Together: Azure APIM Connector

Power Platform and Azure connected together is such a powerful story of “Powerful alone, but better together”. In this blog, we will look into how Azure APIM and PowerPlatform can be connected together.

Power Platform and Azure connected together is such a powerful story of “Powerful alone, but better together”. When connected to Azure, Microsoft Power Platform enables you to quickly deliver value and build Enterprise solutions.

In this blog, we will look into how Azure APIM and PowerPlatform can be connected together.

Azure APIM:  Digital transformation runs of APIs ( application programming interface).  Api’s are abstractions, they allow you to decouple consumption and implementation based on standards which allow them to be available to work with any platform and any applications.`

Anyone can build api and publish them, but building api and running it as a strategic business is another thing. This is where APIM provides value, Azure API management provides a gateway for api using which organizations publish APIs to external, partner, and internal developers to leverage them and access different data and services. 

Continue reading “Power Platform & Azure – Better Together: Azure APIM Connector”

Improved duplicate detection and data merge in Microsoft Dataverse

In case you haven’t followed the news, Microsoft Common Data Service has a new name, Its “Microsoft Dataverse”.

The change is just the name change at this time, behind the scene it’s the same CDS which has powered Dynamics 365 and Power Platform for years.

Dataverse Duplicate Detection and merge capabilities were due for a feature update in a long time, The alert and merge prompts were not optimized for UCI and looked out of Place on UCI apps.

The latest update( Release Wave 2 – 2020) to the platform provides new and improved Duplicate detection and merge capabilities as well as adds UCI compliant forms for merge.

This feature could be enabled by In Power Platform Admin Center under Duplicate Detection settings.

Continue reading “Improved duplicate detection and data merge in Microsoft Dataverse”

Global Power Platform Bootcamp, a True global event

 

[ngg src=”galleries” ids=”2″ display=”basic_slideshow” gallery_width=”1000″] 

As we start planning and getting ready for #GPPB2021, I look back at 2019 on how #GlobalPowerPlatformBootcamp got started. I started discussing the idea for a global event with Dhina Gajavarathan, Colin Vermander in June 2019 but it truly started taking shape and momentum in October 2019 after I and Kent Weare started planning logistics. 

what followed was series for meetings, discussion brainstorming with Power Platform enthusiasts, Microsoft MVPs, #PowerAddict, and Microsoft. We had tremendous help and because of which we were able to go from drawing board to execution in 4 months!! 

Special thanks to Jon Levesque and Brian Dang for their support.

The first edition for #GlobalPowerPlatformBootcamp happened on 15th February 2020 and it was nothing less than a festival happening across the globe. Power Platform enthusiasts across the Globe connected for one day to learn, share, and connect. A true Global Event: Organized Globally, Hosted Locally!

In this full-day boot camp attendees got to deep dive into Microsoft’s Power Platform stack with hands-on sessions and labs, delivered by Microsoft MVPs, RDs, and local expert community leaders. A BIG THANK YOU to everyone involved.

So, who participated:

45+ locations across 6 continents (From New Zealand to Colombia to Canada)
3500+ attendees
320 Speakers
68 Local Organizers
6 Global Organizers

and Social Media, The event widely shared on social media, and event hashtag #GlobalPowerPlatformBootcamp were trending at many locations.

Who was part of the Global Organizing committee?

Continue reading “Global Power Platform Bootcamp, a True global event”

Create Child Flows in Power Automate

With the new October release, Microsoft has added support for Child flows. This is awesome as this allows for flow to be better structured and broken down into a smaller set of reusable actions. Let’s dive into how it works.

Where can you build them: in Solutions, This feature is only available in CDS solutions as of now.

what is required for a flow to be a Child Workflow : 

Trigger: Child flow needs a Trigger which can accept a request, two ways to do it is:

      • Manual Trigger: Using “Flow Button” trigger:
    •  
      • Request Trigger: Using Http Request trigger

Continue reading “Create Child Flows in Power Automate”

Flow: Connectors for Common Data Service Platform

Last week, I was prepping for my session at Dynamics 365 Summit on Logic Apps and noticed my Flow connector got few more features added. Often time Logic Apps connector is more advanced than the same connector in Flow, this is so not true when for CDS/Dynamics. 

Flow currently has 3 Connectors for connecting to CDS/Dynamics 365:

Dynamics 365 Connector: was the first D365 connector published and has been around since Flow & Logic Apps were released. This connector went through a couple of revision and has been deemed deprecated since April 22nd in Favour of CDS Connector

Common Data Service: This was released when CDS was released this is the recommended connector to be used with Flow and Logic Apps when creating independent flow. This connector has parity with Dynamics 365 connector which has been deprecated.

Common Data Service (current environment): is the newest Flow connector, released earlier this year. As the name suggests this connector is Environment specific and solution aware. it also has a lot of new features(actions/Triggers).

Continue reading “Flow: Connectors for Common Data Service Platform”

Data Migration Part IV : Data Cleansing

Data quality is determined by 3 key factors: Accuracy, Completeness and Relevancy/Validity. Data Quality is the most important aspect for any enterprise as it enables a business to make more informed decisions, better audience target, effective usage, and better user experience.

As an enterprise, any opportunity to improve on Data quality should be leveraged and Data Migration is one the best time to do a reset and clean the data. So let’s look into what are a few common data quality issues and how we deal with them when using Dynamics 365. Continue reading “Data Migration Part IV : Data Cleansing”

Data Migration Part III : Data load strategy

Data migration deployment often happens along with D365 application Go-Live and it can take significant time to complete. Go-live deployment means downtime for application and adding data migration could really increase that downtime by tenfolds. So how do we do them together while keeping the application outages to a minimum? let’s dive in look at some of the strategies.

Continue reading “Data Migration Part III : Data load strategy”

Data Migration Part II : Evaluation & Planning

As Antoine de Saint-Exupéry said, “A goal without a plan is just a wish.” In terms of Data migration that is so true,  according to Gartner, 83 % of data migrations fail outright or exceed their allotted budgets. A lot of this failure is attributed to a lack of planning.

Analysis of data migration projects over the years has shown that they meet with mixed results. While mission-critical to the success of the business initiatives they are meant to facilitate and support lack of planning structure and attention to risks causes many data migration efforts fail.
— Gartner, “Risks and Challenges in Data Migrations and Conversions,” February 2009, ID Number: G00165710

In the last blog, I mentioned about Data Migration stages. In this blog will do a deeper dive and look in the first 2 stages,  So let’s talk about what planning and Evaluation look like.

Evaluate: Data

  1. Data Sources: Identify all different data sources for Data migration, often time Dynamics 365 implementation replaces more than one applications as such you might be migrating data from multiple applications. 
  2. Data Quality: it’s important to analyze the quality of data at the source to avoid Garbage In, Garbage Out. Some of the common quality issues are
    1. Inconsistent and incomplete Data: inconsistency is a big indicator that there’s a data quality problem. When data has not been entered in the system correctly like missing zip code, province or other information remaining data could be of less value.
    2. Duplicates: In many circumstances, the same records might exist multiple times in a database, Common culprits are Account, Contacts.
    3. Inconsistent Formats: if source application did not have much validation the data will have more typos of errors, Address is the most common place to find with City and provinces being named differently.
    4. Obsolete Data:  Every day, people move, marry, and change their names. Since Peoples’ information is rarely static, obsolete data is a common challenge which is hard to rectify as well.
  3. Data Volume: Volume of Data could be a key factor in determining Data migration Tool/Process and the Deployment Plan.
  4. Operational Data vs Archival Data: Legacy applications when replaced will often have a lot of historical data, you might not want to bring all of this data into Dynamics 365 as this data might be not be used for day to day operation but useful for Data Analytics and Reporting Purposes. Identify what data needs to be in Dynamics 365.

Continue reading “Data Migration Part II : Evaluation & Planning”

Dynamics 365 : Data Migration demystified-Part I

Data migration is often overlooked in Project implementation primarily because the project team is focussed on application development and customization which takes away the priority of data integration and data migration. As data migration is planned to be the last activity on the project it also gets most impacted from any budget cuts and application scope increase. 

Talking about the budget, many implementation’s approaches to data migration is for data migration to be done using the Import and Export feature of Dynamics 365 CE over the weekend before Go Live, this works sometimes but is a recipe of disaster in most cases. 

When implementing Dynamics 365 Project, configuration and customization to meet the users need is only half the battle. Data migration is key to getting the right head start for users to start using the application. In this blog series, I will focus on data migration, the challenges, strategy, Process, Tools and my own learnings over the years. Let’s start with what is Data migration?

Continue reading “Dynamics 365 : Data Migration demystified-Part I”

Unified View in Dynamics 365 without Data Duplication – Part 2

In the previous blog  – we looked into how to achieve a unified view in Dynamics 365 CE using USD and Virtual entity, continuing on let’s look into other available options, today we will focus on Dynamics 365 CE Form embed options. Continue reading “Unified View in Dynamics 365 without Data Duplication – Part 2”

XrmToolBox: Portal Webform Cloner

When building/configuring Dynamics Portals for collecting data from users we generally use entity form or a webform.

Multi-Step webform is one of the key features of Dynamics Portals. It allows for multi-step conditional forms to be created in different modes clubbed together. 

More often than not, you need forms to do things differently. Allow users to create and submit details. Allow users to edit the submitted details and present submitted details as read-only.

But this is difficult to achieve with one webform. The mode of the webform step is fixed. It can either be Insert, Edit, Read-only. Continue reading “XrmToolBox: Portal Webform Cloner”

Global Integration Bootcamp – Calgary

Global Integration Bootcamp is a global scale, integration focussed Bootcamp hosted and organized locally and backed by Microsoft. It is held across the world in over 25 cities. The event focuses on all Azure Integration services and applications.

This year I had an opportunity to bring this event to Calgary and Host and organize it along with Dhina Gajavarathan. This was my first time organizing such an event and I wasn’t sure how it will go. To start with we had two speakers Myself and Dhina, But I can’t be thankful enough to the Community who came out to support it.

We published the event on Friday afternoon and by  Monday we had 3 Microsoft MVP’s as Speakers and 25+ attendee already registered.

With Kent Weare, Shamir Charania and David Drever coming onboard as speakers for the event, we were certain that we will have more registrations coming,  We tried to move the locations to Microsoft Office but being an after office weekend event made it a challenge.

Nasir Nasiruddin from Microsoft helped us out and we were able to move the location to MTC, Microsoft Office, which is the perfect location for hosting an event like this. This was key as I got to know later that few of the cities had to cancel the Integration Bootcamp event as the team not able to secure a location for the event.

Event Day was fun, we started early to set things up. Our friend Sarvesh Thuse was of great help, helping us with setup, prep, managing Registration Booth and guiding Attendees.

We had a great Event with very engaged attendees, thanks to awesome speakers and engaging Agenda for the day. We had high participation(40 attendees out of 53 registrations) and attendee engagement in our Q&A Panel discussion.

Here are some of the pics from the Event.

[ngg src=”galleries” ids=”1″ sortorder=”19,12,25,23,4,1,2,3,5,6,7,8,9,10,11,13,14,15,16,17,18,20,21,22,24,26,27″ display=”basic_slideshow” arrows=”1″ interval=”2000″ show_thumbnail_link=”1″] Continue reading “Global Integration Bootcamp – Calgary”

Unified View in Dynamics 365 without Data Duplication


Data integration are meant to solve two primary problems.

  • Unified data by creating a co-relation between data available in different applications.
  • Unified View by allowing users to see a unified view of the business data without hopping from one application to another.

In this blog post, we will focus on Unified View. One of the shortcomings of achieving a unified view by data Integrations is data duplication. Even though the Master data is stored in one place, a copy of its subset exist in other applications in order to create a Unified view. This data needs to be synchronized and updated as the master data changes. In some scenario, the changes from downstream application might update the master data and other copies.

Often time Dynamics CE is used to maintain Customer data while Operation data and Financial data are maintained in another application. in order to access the data, users need to navigate to the relevant application and look up the data. As an example, you might have customer record and Order data in CRM but the invoice and payment data could be in another ERP system( AX, GP, SAP etc.).

In Dynamics 365 CE there are multiple ways to achieve Unified View without or with reduced duplicate data, let’s dive into what these solutions are and when to use them.

Continue reading “Unified View in Dynamics 365 without Data Duplication”

Monitoring Microsoft On-Premise Data Gateway

There are more and more installs of Microsoft On-premise data gateways to achieve Hybrid integrations scenarios. On-premise gateway provides a
quick and secure data transfer between on-premises data and Azure Cloud Services. In this blog, we will look into how we can monitor On-premise gateway Install, but before we get to it lets look into what is on-premise data gateway.

Whats is On-Premise Data gateway?

It allows you to build integrations which securely moves data between on-premise data sources and Azure Cloud Services.

Currently, on-Premise data gateway can be used to interact with Azure Service Bus, Azure Logic apps, Microsoft Flow, PowerApps, Power BI and Azure Analysis services on Azure. Here is the list of all different supported data sources.

How it works ?

Continue reading “Monitoring Microsoft On-Premise Data Gateway”

D365UG Summit 2018, Phoenix

The last couple of weeks had been really busy, I had an opportunity to attend and present at two conferences events by Dynamics communities.

Continuing on my year of firsts, I attended  D365UG Summit 2018 conference at the beautiful and vibrant city of Phoenix from Oct 15- Oct18.

User Group Summit is one of the biggest Dynamics conferences, The conference is aimed at bringing together all the Dynamics 365 users, Customers, Partners together and sharing the knowledge and learnings. The conference is a confluence of different Dynamics conference(AXUG, GPUG, BCUG/NAVUG) geared towards different Microsoft Dynamics products in the Microsoft Dynamics ecosystem, this enables attendees to not only learn more about the Dynamics product they have been working with but also learn and explore other Dynamics capabilities.

Continue reading “D365UG Summit 2018, Phoenix”

My First Ignite-2018

This has been the year of a lot of First for me.  Last week  I attended my first Microsoft Ignite conference at Orlando, Microsoft Ignite is one of the biggest Microsoft Tech conference of the year. It was attended by 30000+ technology enthusiast from across the world.

Microsoft Ignite and Microsoft Envision were both hosted at the same time at Orlando. while Ignite is more focused towards IT Professional s and Developers, Envision is for Business leaders. KPMG was a platinum sponsor of Envision.

Ignite is the best place to learn, Network and meet Microsoft Engineers, Partners, vendors, and technology enthusiast while having fun, As the conference focuses on all the Technological offering from Microsoft, it allows you to learn about the different areas from office apps to Business Apps, Azure,  AI, and IOT etc..

Continue reading “My First Ignite-2018”

Migrate Adxstudio portals to Dynamics 365 Portals

It’s been a more than a month since legacy Adxstudio portals support officially ended.  Many customers and partners are still using Adxstudio Portals and yet to migrate to Dynamics 365 Portals or its short-term alternatives( Microsoft Open Source Portals, xRM Portals Community Edition).

As there are multiple Portals available, there is always a question on which one to migrate to, we currently have 4 different versions of Portals:

    • Dynamics 365 Portal Capabilities is the only viable long-term option, it’s Dynamics 365 Online dependent and only available as Software as a Service solution. This is the version you want to be using.
    • Microsoft Open Source Portals is the 8.3 version of Dynamics 365 Portals, it’s completely open sourced and released under MIT license. This is a one-time release and no future bug fixes, updates or patch will be provided. It is suited as a stepping version before upgrading to CRM Portals. I wouldn’t recommend being on this version unless you and your team has an in-depth understanding of the Portals and can self-support.
    • xRM Portals Community Edition is the githubbed version of Microsoft Open Source Portals, it is hosted by KPMG Adoxio and supported by Adoxio and Portals community, This is the version for customers or Partners who need sometime before moving to Dynamics 365 online or are waiting for new releases/features on Dynamics 365 Portals. This is not an on-premises option for Dynamics Portals but a short-term interim self-hosted option.
    • Adxstudio Portals, Though the support for Adxstudio Portals has ended, if you happen to have a perpetual license you may continue to use the product knowing it’s not supported.

The only long-term option is to upgrade to Dynamics 365 Portals. Dynamics 365 Portals and AdxStudio Portals don’t have same Portal website offering, some of the key differences are:

Logic App Definition Parameter Vs ARM Parameters – ALM Part 3

In the previous blog – we looked into getting Logic Apps CI/CD using ARM Template Parameter, we briefly touched on logic app definition parameter. In this post, we will look further into using Logic app definition parameter as an intermediary and the benefits of doing so.

Comparison:

ARM Parameters Logic App definition Parameters
Used with ARM Template Used within a Logic App
Value evaluated during Deployment Value evaluated during Runtime
Syntax: “uri” : “[parameters(‘vsts_bug_url’)” Syntax:  “uri”: “@parameters(‘url’)”
Not referenced post-deployment Available in Code view and Designer view
Suited for Environment Specific values Suited for Reference objects

so the obvious question is how we can leverage Logic App parameters as an intermediary and why to do so?

Continue reading “Logic App Definition Parameter Vs ARM Parameters – ALM Part 3”