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crminthefield: Dynamics 365 and Power Platform Monthly Update-July 2021
Источник: https://community.dynamics.com/crm/b...date-july-2021
==============

Quick Links: Featured News | Updates and Releases | Additional News | Training Corner | PodcastFeatured News

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.

Dynamics 365 | Accelerate time to market with Dynamics 365 Remote Assist for HoloLens 2
  • With enterprise-ready mixed reality solutions like Dynamics 365 Remote Assist for HoloLens 2, many organizations spanning across a multitude of industries including biotechnology, pharmaceuticals, and manufacturing have discovered that they were able to even thrive and accelerate their time to market when they embraced mixed reality technologies that enabled teams across geographic borders to collaborate seamlessly with 3D annotations and anchor critical work resources right within their real-world work environment.
For more information, read this page on Microsoft Dynamics 365 blog.

Power Apps | Announcing Power Query dataflows for Dataverse in Teams | Preview
  • We are announcing that you can now use Power Query dataflows (preview) to load data into the web version of Dataverse for Teams in the Brazil region.
  • We are gradually rolling out to other regions, and it will be available in all regions by the beginning of July.
  • You can now upload your data from a variety of data sources using the familiar Power Query experience that also ships as part of Excel and Power BI. The ability to use dataflows in the Teams client will follow soon!
Why bring data into Dataverse for Teams?
  • Microsoft Dataverse for Teams delivers a built-in, low-code data platform for Microsoft Teams.
  • It provides relational data storage, rich data types, enterprise-grade governance, and one-click solution deployment.
  • Dataverse for Teams enables everyone to easily build and deploy apps.
  • Before today, the way to get data into Dataverse for Teams was by manually adding data directly into a table.
  • This process can be prone to errors and is not scalable.
  • But now, with self-service data prep you can find, clean, shape, and import your data into Dataverse for Teams.
    • With your master data already sitting in a different location, you can use Power Query dataflows to directly access your data through the connectors and load the data into Dataverse for Teams.
    • When data is updated in your master data, you can refresh your dataflows by just one click and the data in Dataverse for Teams is updated too.
    • You can also use the Power Query data transformations to easily validate and clean your data and enforce data quality for your Apps.
For more information on dataflows for Teams, see our documentation.

Learn more details on this page of Power Apps blog.

Power Apps | Portals | Introducing Table Permissions in portals Studio
  • As part of the journey to simplify portals development, we are introducing a new experience to access and set up table permissions from portals Studio.
  • Setting up table permissions is a critical step in portals development.
  • No one ever wants to accidentally expose business data.
  • Watch the walkthrough on the demo-filled page on Power Apps blog.
To learn more, check out the documentation and tutorial.

Power Apps | System Customizer | Upcoming Change |

Publishers can modify table properties on non-customizable tables through solutions

Making your managed solutions secure by disabling customization of tables is important to ensure correct behavior for your apps.

But sometimes, you might realize you have a managed solution that omits a table level property you need, like auditing.
  • We plan to release this feature in the October release for Dataverse.
  • The feature update will allow a publisher to modify table properties within their solutions even though Allow Customizations is set to off on the table.
  • This provides the level of security needed for the apps without putting speed bumps into the process of making table level changes for publishers.
  • This change will be enabled by default and no action needs to be taken.
  • The following videos demonstrate the difference in behavior that will occur in October:
To learn more, check out this page on Power Apps blog.

Power Apps | System Customizer | Upcoming Change | Relationship Validation for Solutions

Have you ever installed a solution only to find that the required relationships for lookups weren’t all present?
  • We plan to release a new feature in October to help eliminate this issue.
    • We will execute a validation check on solution import to ensure all required relationships for lookups are part of the solution.
    • If they are not, the solution import will not complete, and the user will receive an informative message about which lookup has a missing relationship so it can be easily resolved.
  • This change helps authors ensure they are publishing high quality solutions.
  • This feature will be enabled by default and no action will be needed.
For a more detailed look of it in action, please watch this video: Solution Validation of Lookup Relationships

To learn more, check this page on Power Apps blog.

Dynamics 365 Customer Engagement On-premises | On-Premises SP1 version 9.1 is now available

This is the closest Dynamics CRM On-Premises version to the solution in the cloud in terms of Platform and Application features.

We highly encourage all our enterprise customers to plan an upgrade to this version for product usability, productivity, performance and competitiveness.

What have we brought in the D365 9.1 On-Premises Product?
  • Major update to the Unified Interface giving you improved performance and significant usability improvements over the classic web client.
  • Rich Text experience
  • Usability enhancements for timeline
  • Simplify your document workflows with enhanced PDF capabilities
  • Get improved data management experience with simplified duplicate detection and merge capabilities
  • Agent productivity enhancements to knowledge capabilities
  • Configurable case resolution page
  • Enhancements in the queue page
  • Unified Interface enablement of case routing rules
  • Insert knowledge articles into an email
Where can I download and test the D365 v9.1 On-premises?
If you are thinking about planning your upgrade, what to do?
  • Updating or upgrading to Dynamics 365 Customer Engagement (on-premises), version 9.1 depends on the version of Dynamics 365 Customer Engagement (on-premises) you have.
  • We have lots of useful contents on how best to plan and manage your upgrade to version 9.1 available here.
For more details, check this page on Microsoft Dynamics 365 blog.

D365 Online | Deprecations | Most recent deprecations with deadlines in 2021

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.
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
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.



Back to top

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.

Following Service Update 270, we are updating the version numbering format from 9.1.0.xxxxx to 9.2.xxxxx.xxx.

We are making this change to better differentiate the version numbering for each deployed version.

Service Update numbering will now reflect the third numerical group within the version number.

For example, version 9.2.20122.xxx will correspond to "Service Update 20122"

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, version 9.1 (9.1.1.914 – June 2021)
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.
Portals Version Updates:
  • Power Apps portal version 9.3.6.x is in Early Upgrade phase.
  • Check the updates included with version 9.3.6.x here.
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
  • 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

Check out what’s new and planned for Power Apps Portals in 2021 Release Wave1 PlanPower 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
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.
Back to top

Additional News

Power Apps | ProDev | Power Platform Extension for VS Code

The Power platform extension brings the Power Platform Command line interface (CLI) to work within the context of the VSCode Editing environment, and now code-first developers do not have get out of their developer environment while working with Power Platform artifacts.
  • It is easy install and to start working right away.
  • The Extension code is available to view as Read-only on GitHub
Check out for more details on this page of Power Apps blog.

Power Apps | New support for image and file data types in Dataverse customer managed key (CMK) environments
  • Dataverse customer managed key (CMK) environments can now support the use of the Dataverse file column (a.k.a., File data type) and image column (Image Data Type) as of version: 9.2.21052.00103.
  • Files and images uploaded will be encrypted at rest and secured using the customer’s provided key.
  • At this time, files within CMK environments are limited to a maximum size of 128MB per file.
  • All files within CMK environments will be stored in the Dataverse data storage, instead of Dataverse file blob storage.
  • This will be enabled by default if you have a CMK environment with a version equal to or greater than 9.2.21052.00103, and you have provided a key.
Other limitations:
  • User delegation SAS downloads are not supported.
  • Chunking uploads and downloads are limited to a single chunk.
Check this page on Microsoft Power Apps for more details.

Power Automate | Automation made easy with Dataverse for Microsoft Teams and Microsoft Power Automate

Easily add automations to Dataverse for Teams App
  • Another exciting feature we launched a few months ago, is the seamless integration of Power Automate to apps created using Microsoft Dataverse for Teams which recently became generally available.
  • With Dataverse for Teams, users can create fully functional apps or chatbots using Microsoft Power Apps or Microsoft Power Virtual Agents canvas tools right from Teams.
What is Dataverse for Teams
  • Dataverse for Teams offers a suite of embedded Microsoft Power Platform tools in Teams, including Power Automate.
  • With Dataverse for Teams, organizations can easily build low-code apps, automate processes, and deploy chatbots without leaving Teams.
  • Microsoft Dataverse for Teams follows the existing governance rules established by Power Platform and offers access control through the Teams Admin Center. Check out more details about the Teams Admin Center.
  • Also learn more about Power Platform admin center which provides more detail on Power Platform solutions and control, including monitoring dedicated capacity utilization.
Learn more on this page of Power Automate blog.

Power Automate | Power Automate Desktop June 2021 Update

The June 2021 update of Power Automate Desktop has been released!

New features and updates have been added, it includes:
  • Ability to run desktop flows from another desktop flow
  • Auto-switching to image based recorder upon detection of RDP and Citrix
  • Improvements in configuration of Windows-related actions environments
Learn more about the June 2021 Update here on Power Automate blog.

Learn more about Power Automate Desktop in our documentation

Back to top

Learning & Training Corner

Power Platform | Dynamics 365: Technical Update Briefing: June 2021
  • Watch the On-demand Technical Update Briefing Webcast regarding Power Platform and Dynamics 365 here.
  • This update will include top of mind updates for Power Platform and Dynamics 365 topics and will be based on our monthly updates blog articles.
  • You can expect topics for both Dynamics 365: Customer Engagement and Finance & Ops, as well as the overall Power Platform.
Explore Dynamics 365 and Power Platform product roadmap
Dynamics 365 | Administer Apps in Dynamics 365 | Videos and PowerPoint Presentations
You can check the various topics covered on this page on Microsoft docs.

Power Apps | Canvas app settings have a fresh new look
  • Canvas app settings have been updated to a modern look, recategorized, and streamlined to help you find and set what’s important.
  • The options have been recategorized slightly based on customer feedback to help provide clarity around what you can find in each section.
    • You can now rename the app directly inline as well as change the app icon colors by selecting the form the list or by updating the hex code.
    • Display contains settings all about how your app behavior for users including size and orientation.
    • Upcoming features contains all the categorized Preview, Experimental, and Retired settings for features that are being phased in or out. With the search and separate list for each category, this helps streamline finding and understanding these features.
Learn more on this page on Power Apps blog.

Power Apps| Introducing the Modern App Designer | Preview
  • We are excited to introduce the modern app designer, a new authoring experience now available in Preview worldwide.
  • It is now easier and faster than ever to get started and build model-driven apps.
  • With just a few clicks, you can get robust, powerful grids and forms on top of Dataverse, and preview your app changes directly in the authoring experience.
    • To try out this new experience, you’ll need to opt in on create of the app, or to edit in the preview version. See more details in our documentation.
    • This new authoring experience builds a foundation for many more exciting features coming in the next few months and beyond. Including the previously announced custom pages, customization of model-driven commands among others.
Learn more on this page on Power Apps blog.

Power Apps | Rename your Power Apps action-based data

We are happy to announce that Power Apps action-based data sources can be renamed.
  • This feature can help customers avoid an extensive rename of formula referenced data sources in a Power App.
  • The feature will reach all regions by the end of this week June 18, 2021
Learn more on this page from Power Apps blog.

Podcast

- coming soon





Источник: https://community.dynamics.com/crm/b...date-july-2021
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