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crminthefield: Dynamics 365 and Power Platform Monthly Update-August 2021
Источник: https://community.dynamics.com/crm/b...te-august-2021
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Quick Links: Featured News | Updates and Releases | Additional News | Training Corner | PodcastFeatured News
Dynamics 365 and Microsoft Power Platform release plans for 2021 Release Wave 2 is available
We’re continuously developing new capabilities to enable your digital transformation.
Learn more details and highlights on what’s coming on this page on Dynamics 365 blog and on Microsoft docs page
Power Apps Portal | Overview of Power Apps portals 2021 release wave 2 plan
Power Apps portals empowers organizations to extend data and business process to their internal and external users in a secure manner.
It allows organizations to create multilingual, responsive, and branded portals.
- The Portals 2021 release wave 2 lists features that are planned to release from October 2021 through March 2022 and is focused on enhancements in the areas of portals platform, new capabilities for pro development, and increased developer productivity.
- Several new capabilities are being added with a specific focus on pro development.
What's new and planned for Power Apps portals
- Core platform: Core platform covers portals capabilities like CMS, Authentication, Authorization, and Search.
- Professional developer experiences: Unlock advanced portal customizations using professional developer capabilities and familiar toolsets.
Feature
Public Preview
General Availability
Portals Web API support for Microsoft Dataverse custom actions
March 2022
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Portals support for Power Apps component framework
-
Dec 2021
Portals Web API support for Read operations
Oct 2021
Dec 2021
Support for CI/CD of portals configuration
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Jan 2022
Learn more details and highlights on what’s coming on this page on Microsoft docs website.
Dynamics 365 | Microsoft Teams with Microsoft Dynamics 365 at no additional cost
We’re activating the flow of work in Microsoft Teams with Microsoft Dynamics 365 at no additional cost.
- With Dynamics 365 and Teams, we’re speeding up the flow of work, enabling anyone in an organization to view and collaborate on Dynamics 365 records, from within the flow of work with Teams—at no additional cost.
- No other technology vendor enables organizations to activate this capability without the need to pay for multiple underlying software licenses.
- Think about the incredible potential when you activate the flow of work with Dynamics 365 in Teams:
- A service engineer can enable an agent to fix a customer’s issue by adding notes with troubleshooting steps to the customer service case record.
- Finance teams can streamline order fulfillment, sharing purchase orders and payment details with their counterparts in sales.
- A field technician can notify sales teams about products nearing end-of-life, so the sales team can proactively reach out with replacement options.
- And a sales team can close deals faster, by understanding signals from the marketing department around demand generation.
Learn more about this announcement on Microsoft 365 blog.
Dynamics 365 | Usability & Productivity | Advanced lookup experience in model-driven Power Apps
Lookups are a core component of model-driven apps, as they help bring underlying data relationships in Microsoft Dataverse to life.
Today, we are announcing advanced lookup – a set of usability enhancements to help you explore and find that data easily, so you are more productive with data entry tasks.
What value does it bring to business users?
- This is a set of usability enhancements to help explore and find data easily.
- Enabled Advanced lookup is available on any lookup column that's on a quick create form, edit form, or dialog box.
- Advanced lookup supports customizations on lookup control through Client APIs such as addCustomView, addCustomFilter, addPreSearch and removePreSearch.
Advanced Lookups experience | Some of these enhancements include:
- Viewing more columns when looking up a record.
- Seeing results quickly with typeahead search.
- Exploring data within advanced lookup without losing context.
- Easily applying data filters.
- Looking up multiple records in fewer clicks.
How to enable the feature
Full feature description can be found on this page of Power Apps blog.
Power Apps | Multi-table lookups now available | Preview
- Multi-table lookups, a long awaited and much requested feature, are now live (Preview) for use via API.
- Multi-table lookups (also sometimes known as polymorphic lookups) allow the creation of a lookup in one table that looks up records in multiple other tables at once. This provides much greater flexibility in retrieving data within your environments.
Illustration:
- Imagine you are trying to create a lookup that lets you check out media to users.
- You have a table of Books, a table of Audio offerings, and a table of Video offerings.
- Prior to this, there was no easy way to create a lookup that would pull data from all three tables at once, and you may end up with three separate lookups:
- Checkout-> Books
- Checkout-> Audio
- Checkout-> Video
- With multi-table lookups, you can perform a lookup on 2 or more tables at the same time and locate the record you want from the referenced tables.
- These lookups are all 1 to many relationships and will work in a similar way as the Customer lookup that is built into Dataverse, where Customer look ups search both Account and Contact.
- Using these multi-table lookups can reduce development time for your apps and provide a more streamlined user interface.
- For the current preview:
- Lookups can be constructed and managed through API only
- Model driven apps currently provide the best experience with the lookups
- Maker UI support for creation and management is coming soon, and improved canvas app support is planned for the future.
To learn more about multi-table lookups please see the following document:
Use multi-table lookup columns (Microsoft Dataverse) – Power Apps | Microsoft Docs
Power Apps | Introducing Performance Insights for Model-driven apps | Preview
We are excited to announce the public preview of Performance Insights, a new feature to help you improve the performance of your Model-driven apps!
What is it?
- Performance Insights is a self-service tool for enterprise app makers that analyzes runtime user data and provides a prioritized list of recommendations to help improve the performance of Model-driven apps.
- With this feature, we’re converting raw telemetry data into actionable work items for you to tackle.
- Performance Insights provides a daily set of analytic insights and recommendations related to the performance of a Power Apps Model-driven or customer engagement apps, such as Dynamics 365 Sales or Dynamics 365 Customer Service.
To learn more on usage, check out this page on Power Apps blog.
Learn more about how you can improve performance of your Model-driven apps in our documentation and demo video.
Power Apps | Custom Pages for converging model-driven apps and canvas apps | Public Preview
We are happy to announce the public preview of Custom Pages as mentioned in Better together: introducing Custom Pages and the Modern App Designer.
- This is a big leap forward in the convergence of model-driven apps and canvas apps into a single Power App.
- This does not change the support for the stand alone canvas app but enables the new Power App converging model and canvas.
- A custom page can be used in places where all pages are supported including main area, dialogs, and the new app side pane.
- This allows scenarios like a pixel perfect landing page with data pulled from across the organization, data driven pages that use a record’s data to change the experience, dialog designed to optimize specific business actions, and productivity tools that support the main tasks for the app.
To learn more on usage, check out this page on Power Apps blog.
Power Apps | Announcing Command Designer with Power Fx | Preview
For the first time ever you can customize command bars in model-driven apps without code!
- These new capabilities play a major role in the convergence of canvas and model-driven apps (just announced above).
- Introducing the first ever command designer – complete with Power Fx for expressing powerful low-code logic in model-driven apps.
- These new capabilities are a complete re-imagination of commanding (formerly known as the “Ribbon”) for model-driven apps.
- It’s built on a new, modern infrastructure that’s conducive to both model-driven and canvas app technologies and will scale into the future.
- Learn more:
To learn more details on key improvements, check out this page on Power Apps blog.
D365 Online | Deprecations | Most recent deprecations with deadlines in 2021
IMPORTANT NOTICE : UPCOMING APRIL 2022 RETIREMENTS
Start notifying customers, partners and ISV on the upcoming WS-TRUST\OrganizationServiceProxy Authentication Type Shutdown in the spring of 2022
- WS-TRUST\OrganizationServiceProxy Authentication Type deprecation and Shutdown
- We are doing this to provide better Identity security, authentication support, cross platform support and to enabled future improvements in our overall platform supported product suite.
- Who is affected?
- This affects you, your customer, or your tools if your connecting to Dataverse\PowerPlatform and:
- Your using a version of our SDK Client OLDER then 9.0.2.3 (shipped in April of 2018 )
- Your using Office365 Authentication with the CrmServiceClient on ANY version.
- Your Using the OrgnaizationServiceProxy directly, either via the CrmServiceClient, or using it directly from the Microsoft.Xrm.Sdk.Client.dll
- This does NOT affect Plugins that run on the Dataverse Server.
- Requested GO-DO’s
- If you are in the in the use case above, Make plans and fix it now without waiting until close to the deadline.
- If you are using tools, Partner or ISV provided tools, raise awareness, provide the link HERE which walks though identification and updates required.
- Details - April 2022 - Effective April 2022, the authentication protocol will be retired for all new and existing environments within a tenant
- Deprecation of Office365 authentication type and OrganizationServiceProxy class for connecting to Dataverse
April 2022 deprecations and retired/unsupported features
- Some client APIs are deprecated
- Deprecated Client API: ClientGlobalContext.js.aspx
- Replacement Client API: None
- Comments:
- The ClientGlobalContext.js.aspx page is deprecated and scheduled to be unavailable after April 1, 2022.
- Alternative methods to access global context information will be available by December 2021.
- More information HERE
July 2021 deprecations and retired/unsupported features
App Source: Deprecation of Attachment Management Add-on for Dynamics 365 using Azure Blob storage
- Effective July 2019, Skype integration feature with customer engagement apps has been deprecated and will no longer be supported after July 31 2021.
- This is because Skype will be retired on July 31, 2021; more information: Skype for Business Online retirement - Microsoft Teams
Skype integration with customer engagement apps is deprecated
- Effective July 2019, Skype integration feature with customer engagement apps has been deprecated and is no longer supported after July 31, 2021. Skype is retired on July 31, 2021; more information: Skype for Business Online retirement - Microsoft Teams
- The presence indication backed by Skype for Business will no longer function. This deprecation includes presence indication in hover cards, lookup fields, and lookup columns in grids. There are currently plans to support these locations via Teams. In the meantime, presence indication can be found in Live Person Cards.
- You should plan to transition to Microsoft Teams, because the Team’s capabilities go beyond those of Skype for Business Online. Teams is the next chapter in enterprise communication solution from Microsoft.
- Reference link on Microsoft docs.
August 2021 deprecations and retired/unsupported features
IE 11 support for Dynamics 365 and Microsoft Power Platform is deprecated
- After August 2021, Internet Explorer 11 won't be supported for such Dynamics 365 and Microsoft Power Platform products. We recommend that customers transition to Microsoft Edge.
- This will impact customers who use Dynamics 365 and Microsoft Power Platform products that are designed to be used through an Internet Explorer 11 interface.
- For the complete list of products impacted by this change and transitioning from Internet Explorer 11 to a supported browser, see:
FAQ: Internet Explorer 11 deprecation for Dynamics 365 and Microsoft Power Platform Products.
September 2021 deprecations and retired/unsupported features
The Analyze section, in mobile offline profiles is deprecated
- Effective September 2021, the Analyze action and the Offline profile report that is used to configure mobile offline profiles is deprecated.
- The Analyze feature is being removed due to Cross-Site Scripts (XSS) vulnerabilities.
- The report is used to identify components that aren't available when you are working in offline mode.
- The capabilities will be re-imagined as part of the ongoing enhancements of the mobile offline configuration experience. There is no action required by you.
- Reference link on Microsoft docs.
October 2021 deprecations and retired/unsupported features
Low-density headers in model-driven apps won't be supported with the 2021 release wave 2
- With the upcoming 2021 release wave 2 (public preview in August 2021 and GA in October 2021), the low-density header option, and runtime experience won't be supported in model-driven app forms.
- Refer to the Microsoft docs to understand Why is it needed and Action required.
Form footers in model-driven app won't be supported with the 2021 release wave 2
- With the upcoming 2021 release wave 2 (public preview in August 2021 and GA in October 2021), form footers won't be supported in a model-driven app form.
- Refer to the Microsoft docs to understand Why is it needed and Action required.
Reminder | For the full list on deprecation, check out this article below.
Important changes (deprecations) coming in Power Apps, Power Automate, and model-driven apps in Dynamics 365page on Microsoft docs.
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Updates & Releases
Manage Updates | General availability deployment
General Availability deployment
Dynamics 365 release schedule
Dynamics 365 and Power Platform Release Plans contents to learn more about new features to be released in the release waves.
After a release wave is generally available, all environments will be automatically turned on to receive mandatory updates which will enable the early access features and the general available features of a release.
Tips: Stay Informed with Message Center notifications for Dynamics and PowerApps HERE
Microsoft Dynamics 365 Online Release
For the latest Microsoft Dynamics 365 release notes, visit Released Versions of Dynamics 365 for Customer Engagement
Note:
The Service Updates for Dynamics 365 online version 9.1 are now available in some regions and coming soon to others.
To determine which version your organization has applied, check your Microsoft Dynamics 365 Online version number.
Click the gear icon in the upper-right corner, then click About.
Latest service Update:
Microsoft Dynamics 365 On-premises Updates
For the latest Service Updates for Dynamics 365 on-premise version 8.2, 9.0 and 9.1 visit Service Updates
Latest service Update:
New release June 2021: Cumulative updates available for Microsoft Dynamics CRM 9.1!
- Dynamics 365 Server Service Pack 1, version 9.1 (9.1.1.914 – June 2021)
- New service update has been released:
Cumulative updates available for Microsoft Dynamics CRM 9.0
Cumulative updates available for Microsoft Dynamics CRM 8.2
Portal Version Updates for Microsoft Dynamics 365
A portal consists of the following components Portal Solutions and Portal website Host.
Portal Website Host and Portal Solution: Update Information
- Portal Website Host are updated automatically to the latest versions. Typically, on a Monthly basis.
- Portal Solutions are updated by customers.
- If Portal Solution requires Update, those will be specified and required customer action to do so in Power platform Admin Center. For details, check out instructions on Update the Power Apps Portals Solution on Microsoft docs.
- We recommend that you update Solution packages during off-peak hours.
- Solutions in a package are upgraded for an environment. Hence, the selected package will be upgraded for all portals in the environment using the package.
Get notified about new releases
- To know the release schedule for your specific Portal, check the Office 365 message center (on Microsoft 365 Admin center) for message related to Power Apps Portals release notification which will include the Portal URL and Date.
- Notifications are sent around 2-5 business days ahead of the release.
- Each notification provides details of the type of update and the date/time it will be rolled out along with the link to release notes.
- You might receive more than one O365 message center notification in case you have different regions.
Test Updates Early
- To test these Updates Early, Opt-in your test or development Portal instance into the Early Upgrade for Portals.
- Early upgrades are rolled out at least one week before the global rollout of any release.
- Tips: As you cannot opt-in in the same month, consider your opt-in ahead.
Terminology changes in Power Apps portals
Portal Capabilities for Microsoft Dynamics 365 | Release Updates | Preview features
Release Updates
- This is the Release updates page where you can learn about the new features that have recently released and new features that will be releasing over the next few months on Power Apps Portal.
2021 Release Wave 1 Plan & 2021 Release Wave 2 Plan
Latest Portals Version Updates
- Power Apps portal version 9.3.7.x is now available.
- Check the updates included with version 9.3.7.x here.
Power Apps Portals | Preview Features
Pro- developer experiences
Power Apps portals: Edit portal with Power Platform VS Code Extension (public preview)
- The VS Code extension for portals adds the capability to configure portals using VS Code and utilize the built-in Liquid language IntelliSense enabling help with code completion, assistance and hinting while customizing portals interface using VS Code.
- Preview capabilities
- The feature provides the following capabilities during this public preview:
- Power Apps CLI support from VS Code terminal
- Portal’s file icon theme
- Autocomplete support
- More details on this page of Power Apps blog
Power Apps portals: Introducing Power Virtual Agents integration using “Chatbot” component (public preview)
- Power Apps portals allow you to add a Power Virtual Agents chatbot to answer questions posted by a visitor on your portal page.
- A chatbot (bot) configured with different topics, and trigger phrases, can automatically respond to questions posted by a visitor in a chat conversation.
- Preview capabilities
- The feature provides the following capabilities during this public preview:
- Add bot from Dataverse environment
- Add bot to all pages
- Add bot to specific pages
- More details on this page of Power Apps blog
Portals Web API enhancements | Public Preview August 2021
- Enhance portals Web API by adding support for Microsoft Dataverse custom actions and portal access permission configuration.
- More details on this page of Power Apps blog.
Support for CI/CD of Power Apps portals configuration using Power Apps CLI | Public Preview April 2021
- You can now check-in the portal configuration to source control and move portal configuration to any environment using Power Apps CLI. – Optimize ALM approach.
- Preview capabilities
- The feature provides the following capabilities during this public preview:
- List all portal websites from the connected Dataverse environment
- Download portal website content
- Upload portal website content
- More details on this page of Power Apps blog.
Power Apps Portals | Start using code components with portals | Preview
- We are excited to announce that support for code components within Power Apps portals is now available with portals version 9.3.3.x and package version 9.2.2103.x. as these updates are rolling out.
- Preview capabilities
- In this release the feature provides support for Field type of code components allowing fields on portal forms to be replaced with code components.
Core Platform
Support for Microsoft Azure Analysis Services live connections and CustomData function | GA April 2021
- Makers (Pro Developers) will be able to embed Power BI dashboards and reports utilizing live connection with Azure Analysis Services
- More details on this page of Power Apps blog.
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Additional News
Power Apps | Using Azure ExpressRoute with Microsoft Power Platform
Microsoft Azure ExpressRoute provides a way to connect your on-premises network to Microsoft cloud services with private connectivity.
- Although the name of the service is Azure ExpressRoute, it also supports private connectivity to services built on top of Microsoft Azure, such as Microsoft 365, Microsoft Power Platform, and Microsoft Dynamics 365.
- For highly regulated industries such as banking, insurance, government, and public sector, there can be concerns about using publicly available platforms like Microsoft Power Platform, due to compliance needs if regulatory requirements state that sensitive data cannot be transferred over the public Internet. Using Azure ExpressRoute for Microsoft Power Platform is one of the ways to address the issue.
We published new guidance documentation: Overview of using Azure ExpressRoute with Microsoft Power Platform.
To learn more, check this page on Power Apps blog.
Power Apps | Portals | Power Apps Portals and Power BI integration enhancements
Power Apps portals has native support for Power BI reports and dashboard.
With recent portal releases, we are adding support for more Power BI functionalities.
What’s new?
- Portals with version 9.3.4.x or later support the following capabilities:
- Portals with version 9.3.6.x or later support the following capabilities:
- Azure AD guest user support for “Embed for organization” access type (i.e., authentication_type:”AAD”)
To learn more, check out this page on Power Apps blog
Power Automate | Power Automate Desktop July 2021 Update
The July 2021 update of Power Automate Desktop has been released!
New features and updates have been added, it includes:
- Silent registration for machines
- Automatic detection of Windows proxy settings
- Ability to remove unused UI elements and images from a flow
- Introduction of new action ‘Take screenshot of UI element’
- Improvement of the action ‘Convert datetime to text’
- The ‘Set variable’ action now supports multi-line text input
Learn more about the July 2021 Update here on Power Automate blog.
Learn more about Power Automate Desktop in our documentation
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Training Corner
Power Apps Portal: How a Customer Engineer can help
Learning corner
- There has been renewed interest in the portal and an uptick in portals deployments.
- To support this, our Customer Engineer team has a team of Power Apps portal experts that have been aligned to working with Enterprise-grade portal deployments since their inception.
- If you are considering implementing a portal, are mid-implementation, or are live, check out here how Microsoft can help you with service delivery, training and guidance through that journey.
I want to implement a Power Apps portal but my implementation team and/or administrators need training.
- Portal 1 Day: Hands on technical workshop to teach you how to set up a new portal, configure its content, configure security, administer, and migrate.
I am considering a Power Apps portal but need a Proof of Concept to validate that this will work for my organization.
- Portal Activate: 5-Day engagement that includes the Portal 1 Day followed by 4-days of working with a Customer Engineer on developing a custom proof-of-concept in your organization's tenant for your specific business process.
I am going live with a portal but need load testing.
- Dynamics 365 Benchmark Assessment: A Customer Engineer will test how increased user load and/or additional functionality will affect performance and scalability and provide mitigation recommendations.
I want to discuss best practices as relates to Power Apps portal or development.
I am technically blocked by x and need to discuss an approach that aligns with best practices.
I have x specific use-case and need to understand if a Power Apps portal would make sense here.
I have other specific needs around removing or understanding a technical blockers or design/implementation considerations
Learn more about our service and guidance on this page of Dynamics 365 Customer Engineer on the Field blog.
Power Apps Portal | Power Apps portals Tips
Learning corner
Power Apps Portals Tip #119 When Not To Use Power Apps Portals Engineered Code
- Check this video to see some of the scenarios that are great use cases for using Power Apps Portals.
Power Apps Portals Tip #120 - When To Use Power Apps Portals - Engineered Code
- Check this video where we discuss some red flags that you should look out for that might indicate that Power Apps Portals may not be the right fit for your project.
Product Roadmap | Explore Dynamics 365 and Power Platform product roadmap
Product Updates | Learn more
- Drive the digital transformation of your business on your terms:
Dynamics 365 | Administer Apps in Dynamics 365 | Videos and PowerPoint Presentations
Learning corner
- Check-out these on-demand videos for best practices in Administering Apps in Dynamics 365:
You can check the various topics covered on this page on Microsoft docs.
Podcast
August podcast coming soon, find other episodes here!
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Источник: https://community.dynamics.com/crm/b...te-august-2021
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12.08.2021, 06:20
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