Saturday, 8 March 2025

{How to } Hide the legacy app for admins on Power Platform Admin Center

Hello Everyone,





Today I am going to show how to hide the legacy app for admins on Power Platform Admin Center.








Let's get's started.



To hide the legacy "Dynamics 365 - custom" app for administrators in Power Apps, follow these steps:



1. Access the Power Platform Admin Center:





2. Select Your Environment:


In the Environments section, choose the environment where you want to modify the app visibility.



3. Modify Environment Settings:


Click on Settings > Product > Behavior.


4. Adjust Legacy App Visibility:

Locate the Show legacy app for admins option.


Set this option to Off to hide the legacy app for administrators.



By performing these steps, the legacy "Dynamics 365 - Custom" app will be hidden from administrators, ensuring that all users, including admins, utilize the modern model-driven apps.



Note: This setting was introduced to facilitate the transition from the legacy web client to the Unified Interface, promoting a consistent user experience across the platform.



That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days



























Friday, 7 March 2025

{Do you know} Allow users to resize side panes on Power Apps

Hello Everyone,



Today I am going to share my thoughts about allowing users to resize the side panes on Power Apps.







Let's get's started.


The " Allow Users to Resize Side Panes" feature in Power Apps introduces the ability for users to adjust the width of side panes dynamically.


This enhancement improves usability by providing greater flexibility in how users interact with Copilot, Teams chat, and productivity tools within the Power Apps interface.



How it works:





1. Adjustable Width: Users can drag the edges of side panes to resize them according to their preference.

2. Real-Time Updates: The content inside the pane automatically adjusts to fit the new size, ensuring a smooth experience.

3. Persistent Settings: Resized panes retain their adjusted size across sessions for a personalized experience.



Key Benefits:


Increased Productivity: Users can expand panes for better visibility or reduce them to maximize workspace.

Improved Customization: Allows users to tailor their interface for multitasking and efficient navigation.

Enhanced User Experience: Provides a responsive, adaptive UI that aligns with modern web application standards.


That's it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

Thursday, 6 March 2025

{How to} Act on your data efficiently with new grid features in Power Apps

Hello Everyone,




Today I am going to share my thoughts on how to act on your data efficiently with new grid features in Power Apps.







Let's get's started.


In the 2024 Release Wave 2 for Power Apps, Microsoft introduced new grid features designed to enhance data interaction and efficiency within model driven apps,





Key Enhancements:





Column Management: User can now reorder columns through drag and drop actions and set specific column widths, allowing for personalized data views.



Data Grouping and Aggregation: The new grid features enable grouping of data and performing aggregate calculations directly within the grid, facilitating quick data analysis.



Improved List Mode Styling: Updates to the list mode align with Fluent design principles, enhancing readability and user experience.



Enhanced Sorting in List Mode: A new header row with sorting options allows users to define sort columns and directions, streaming data organization.


Command Bar for Nested Grids: Nested grids now display the appropriate command bar when a row is selected, improving navigation and functionality.


Select All with Infinite Scroll: The 'select all' option is available by default on modern grids, supporting selection of up to 1000 records even with infinite scrolling enabled.




These enhancements empower users to interact with their data more effectively, leading to improved productivity and a more intuitive experience within Power Apps.




That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days






















Wednesday, 5 March 2025

{Do you know} Select columns downloaded on mobile devices on Power Apps

Hello Everyone,





Today I am going to share my thoughts on selecting the columns downloaded on mobile devices on Power Apps.







Let's get's started.


In Power Apps, when using a mobile device to download data (e.g., from a gallery or table), selecting specific columns for downloaded depends on how the data is structured and exported. Here's how you can do it:



Option 1: Use Export Control (Excel or CSV)


If you are exporting data for download, follow these steps:


1. Use the Export Control (for Dataverse tables)
  • Add the Export Control in Power Apps.
  • Connect it to the data source (e.g., a Dataverse table or collection).
  • Configure the columns by pre-filtering the dataset using the ShowColumns() function.


2. Use ShowColumns() to Select Specific Columns

In your Power Apps formula, filter the dataset before exporting:

ClearCollect(

   ExportData, 
   ShowColumns(
       MyDataSource,
       "Column1", "Column2", "Column3"
    )

)


This ensures that only the specified clumns are included in the download.




Option 2: Use Collections for Custom Export


If you want more control over which columns appear in a downloaded file:


1. Create a Collectio with Specific Columns



ClearCollect (

    FilteredData,
    ShowColumns(
              MyTable,
              "Name", "Email",  "Phone"


        )

)



2. Export the Collection Data


 Use SaveData(FilteredData, "MyData") to score it locally.

For CSV export, use Power Automate to convert it into a downloadable file.






Option 3: Customize Gallery for Column Selection


If the user needs to choose columns dynamically:

1. Create a Checknox List for Column Selection

Add checkboxes with column names.

Store selections in a variable (e.g., SelectedColumns).


2. Filter Data Based on Selection


ClearCollect(

    DynamicExport,
    ShowColumns(
            MyDataSource,
            If(Checkbox1.Value, "Column1", ""),
             If(Checkbox2.Value, "Column2", ""),
             If(Checkbox3.Value, "Column3", ""),
       )


)


This dynamically selects columns before exporting.



Best Practices for Mobile Downloading



Use ShowColumns() to limit unnecessary data.

Optimize performance by using collections instead of querying large datasets.

For CSV or Excel exports, integrate Power Automate for structured file creation.




Steps to Create a Power Automate Flow for Exporting Selected Columns


This method will allow users to select specific columns in Power Apps and download the data as a CSV file.



1. Create  a Flow in Power Automate


  • 1. Open Power Automate https://make.powerautomate.com)
  • 2.Click + Create --> Select Instant Cloud Flow.
  • 3. Choose Power Apps as the trigger  --> Name the flow --> Click Create.




Add an HTTP Response for Power Apps

1. Click  + New Step --> Search for "Initialize Variable".


  • Name SelectedColumns
  • Type Array
  • Value: Leave empty (will be passed from Power Apps).


2. Add " List Rows" action to fetch data from your Dataverse table (or SharePoint, SQL, etc.)

 Select your Table Name.

Under Filter Query, use:
  • ShowColumns (DataverseTable, "Column1", "Column2", "Column3")
  • Alternatively, use OData Queries to select specific fields dynamically.


3. Add "Create CSV Table" action.


From: Select output from the previous "List Rows" action.
This convert the selected data into a CSV format.


4. Add " Compose" action.

Input: Select output from "Create CSV Table".


5. Add "Respond to a PowerApp or flow" action.

Add an Output --> Choose File --> Set Value to output from "Compose".

This sends the CSV file back to Power Apps.







3. Call the Flow from Power Apps
  • 1. In Power Apps, create a button labeled "Export Data".
  • 2. Connect the Power Automate Flow to Power Apps:

In Power Apps, select the button.
In the OnSelect property, add:


Set(

    ExportFile,
     'YourPowerAutomateFlow'.Run(
                ShowColumns(MyTable, "Name", "Email", "Phone")
         )

);
Download(ExportFile)



This runs the Power Automate Flow, downloads the CSVfile, and allows the user to save it.




That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days





Tuesday, 4 March 2025

{How to} Create Journeys by using Copilot to describe them in Dynamics 365 Customer Insights

Hello Everyone,



Today I am going to share my thoughts on create a journey by using Copilot to describe them in Dynamics 365 Customer Insights.







Let's get's started.



Creating Journeys using Copilot in Dynamics 365 Customer Insights - Journeys simplifies the process by leveraging AI to generate journey description and structure them efficiently. Here's how you can do it.



Steps to Create Journeys with Copilot in Dynamics 365 Customer Insights - Journeys:




1. Navigate to the Journeys Module



Open Dynamics 365 Customer Insights  - Journeys.
Go to the Journeys section.



2. Start a New Journey


Click on + New Journey.
Choose the type of journey you want to create, such as Customer -led or Business-led.


3. Use Copilot to Describe the Journey.


In the journey editor, look for Copilot AI Assistance (it may be labeled as "Describe your journey").


Provide a short prompt or key objective for your journey (e.g., "Welcome new customers with an onboarding email series').

Copilot will generate a suggested journey based on best practices.



4. Review & Customize the AI- Generated Journey


Review the suggested journey, which may include emails, triggers, conditions, and actions.

Edit any step as needed.

Modify emails.
Adjust triggers(e.g., event-based, time-based).
Add additional steps or conditions.


5. Finalize & Activate the Journey


After making adjustments, Save and Validate the journey.

Once validated, click Go live to activate it.






Key Benefits of Using Copilot for Journeys


Save Time - AI generates structured journeys quickly.
Best Practices Applied - Copilot ensures that workflows follow marketing and engagement best practices.
Easy Customization - You can tweak the AI - generated flow to suit specific business needs.



That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days











































Monday, 3 March 2025

{Do you know} Allow individuals to reenter a one-time dynamic segment journey in Dynamics 365 Customer Insights

Hello Everyone,



Today I am going to share my thoughts on allowing individuals to reenter a one-time dynamic segment journey in Dynamics 365 Customer Insights.






Let's get's started.



In Dynamics 365 Customer Insights - Journeys, a one-time dynamic segment journey typically processes contacts only once. However, you can configure it to allow individuals to reenter the journey if they meet the criteria again.



A retail business runs a 'Win-Back Campaign" for inactive customers who haven't made a purchase in the last 90 days. If a customer makes a purchase and later becomes inactive again after another 90 days, they should reenter the journey and receive a new promotional email.



How to set up:


1. Create a Dynamic Segment:

Define criteria such as "Last Purchase Date is more than 90 days ago".

The segment dynamically updates as customers meet the criteria.


2. Enable Reentry in the Journey.

In the Journey Settings, enable  "Allow Reentry".

Specify a cool down period (e.g., 90 days) before the same contact can reenter.


3. Journey Execution:

When a customer meets the criteria, they receive the email.

If they later become inactive again, they automatically reenter and go through the journey again.




Benefits:

Increase Engagement - Customers get repeated opportunities to respond.

Automates Follow - Ups - No manual intervention is needed.

Enhances Personalization - Ensures timely re-engagement based on real -time behavior.


This setup ensures that individuals continue to receiev relevant messages whenever they qualify for the journey again.


That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

















Sunday, 2 March 2025

{Do you know} Generate leads that link to an existing contact in Dynamics 365 Customer Insights

Hello Everyone,




Today I am going to share my thoughts on generating leads that is linked with an existing contact in Dynamics 365 Customer Insights.






Let's get's started.



In Dynamics 365 Customer Insights - Journeys, businesses can generate leads while ensuring they are linked to an existing contact, preventing duplicate records and maintaining a unified customer view.



How it works?



1. Lead Capture:





Lead are generated through web forms, event registration, email interactions, or manual entry.
Capture lead data includes name, email, phone number, or company details.



2. Matching with Existing Contacts:

  • Dynamics 365 automatically checks for existing contacts in the system based on predefined criteria (e.g., email or phone number).
  • If a match is found, the lead is linked to the existing contact, ensuring continuity in engagement history.

3. Lead Processing & Qualification:

  • The lead is nutured through marketing campaigns, tracked interactions, and sales follow-ups.
  • Once qualified, it can be converted into an opportunity for sales teams.




Benefits:



  • Prevents Duplicate Date - Ensure a single customer record with linked interactions.
  • Enhanced Lead Tracking - Sales and Marketing teams get a 360-degree customer view.
  • Streamlins Sales Handoff - Leads are linked to contacts, enabling personalized follow -ups.

By automating lead-contact linking, organizations improve data accuracy, optimize lead nuturing, and enhance customer engagement within Dynamics 365.


That's it for today.


I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days