I have Custom Entity A with a lookup (Entity Account)
I want to See all Tasks related to the Account in the Timeline from Entity A
I have a Custom relationship between Entity A an Task (1-N)
I have A Flow (Power Automate) Who triggered When a new Task is created (filter Regarding is of Type Account):
if there is a Record my Entity A who have a relation with This Account so I Relate My Record with this Task .
Everything is Working perfectly.
Problem is that I cannot see the related Tasks in my A entity Timeline!
Is it Possible to add a Custom relationship to the Timeline to see the task there?
The customer absolutely wants to see the tasks in the timeline and not in a subgrid.
Unfortunately, Not possible in an OOB way to add timeline from custom lookup/relationship. The timeline requires a direct relationship, that too either as an activity regarding or in activity party list.
Let’s say, you have a phone call activity, you can add this custom entity lookup value in callTo activity party list, as the account is already in regarding and a contact maybe in callFrom activity party, this phoncall will be in timeline of account, contact and custom entity (which was activity enabled and/or having email field to act as activity party)
OOB Task does not involve multiple parties and has tight integration with Outlook task. So a custom task activity will work in your case.
Alternate better choice, develop a custom timeline control using PCF (React + typescript) and use whatever api/fetchxml queries to gather related Tasks list and populate your PCF timeline. :)
PowerApps Component Framework (PCF) is reusable control, helps to achieve whatever used to be achieved using HTML web resource scenarios.
Related
I’m new to Power Apps model driven app. Could you please guide me how to create a column which accepts multiple users from User Entity.
I have an Account Table in which there can be multiple owner.
As of now I have created a lookup field which accepts only one record.
Last time when I checked this multi-select lookup control was available only in Dynamics 365 Field service module. Eventually it should be available in all Dataverse but not right away.
Meantime we can use this PCF control.
I would like to have inside a form, the Activity panel of a related record, in particular for being able to create and modify the appointments of a lead that is related to the current record. I haven't found an out-of-the-box possibility to do this (for example a quick view form), or an external addon. But I want to try to ask: is it possible, or I need to develop a web resource, if this is worth it?
I am evaluating MS Health Bot service and able to create and test custom scenarios. However, I was looking at extending existing in-built scenario like "I have a headache" and customize based on my need. I could see product features say we can extend existing scenarios but I don't see any documentation on how to do it. Anyone aware of how to extend existing scenario?
Thanks
Monu
Additional Information:
Health Bot Service provided three templates in the catalog - Provider Lookup, File a claim, Handoff to a human. There are few others with Coming Soon tag.
Scenarios template catalog
However, I thought, I can use any of the already trained bot scenario to handle medical conditions like "I have a headache" as shown in the diagram below.(which shows up in empty designer page on the right chat widget)
Demo chat for "I have a headache"
So my revised question is "we will be able to extend only scenario that is part of template catalog and our own created scenario". Is that correct understanding?
Thanks in advance
You can customize pre-built scenarios in the Healthcare Bot through the Scenario Designer. In the Healthcare bot service you created, click on Manage Account. If you do not have any scenarios configured, either select a template scenario or create a new blank scenario. Otherwise, click on the name of the scenario to open the designer. From here, you can customize the scenario as needed by either adding more scenario elements from the top pane or modifying elements in the scenario.
At the moment it appears that you are only able to modify the three provided templates. You do not have access to the other scenarios like 'I have a headache' in the healthcare manager. The Healthcare Bot Service is relatively new so that might change in future updates.
I would recommend looking at the topics under Scenario Authoring in the Healthcare Bot Documentation for more details on creating and editing scenarios.
Hope this helps!
I am building an integration system using Logic Apps connector to get details of updated records in Dynamics.
I only want to take action when certain fields have changed.
My problem is that the output from the connector shows all the fields after the record is updated.
I'd like to know which fields have changed so my Logic App can decide whether or not to take action.
Does anybody have any ideas? I was thinking of triggering the logic app via HTTP POST and post from inside a custom workflow activity when certain fields change but I wanted to hear if anyone has a better solution first using just the Logic App with Dynamics connector.
Logic app connector for Dynamics 365 exposing triggers which has record level checkpoints like create/update/delete but does not have field level filtering granularity.
Probably your decision is correct by going with Custom WF activity or a Plugin that triggers on filtering attributes of your choice, then invoking Logic app within Plugin/WF using HTTP POST.
Replacement Dataverse connector has ability to trigger based on specific changed fields using following options:
Select columns - filteringattributes - string: Enter a comma-separated list of column unique names. The flow triggers if any of them are
modified
Filter rows - filterexpression - string: Odata expression to limit rows that can trigger the flow, eg. statecode eq 0
Note: [As of 2022-Nov] The new connector is not yet available for LogicApps.
"Microsoft Dataverse (legacy) connector will be supported by Microsoft until the Microsoft Dataverse connector supports Logic Apps."
The new connector is available in PowerApps - the experience was 99% identical, difference appears to be a different billing/organizational model than Azure Logic Apps.
In Microsoft Dynamics CRM, I know the requirements when to use the plugin, workflows and custom workflows, but I cannot come across those cases or situations when I can use the actions or custom actions.
Can anybody suggest me real time requirement when to use the action?
If possible, please demonstrate an "action" with an example.
Thanks,
Actions are really a supported way to create a custom request, that performs a custom action (or more likely, set of actions) and returns a custom response. I'd say the most likely use case is if you have an external system that needs to perform a set of actions in CRM. Let's say the external system handles phone calls, and needs to create an account, and a phone call record. The custom action could accept the phone number and a couple other fields and then generate the Account, Phone Call, and associate the phone call to the account all in one SOAP request.
One simple use is when you need to execute some server side code from JavaScript by clicking a button in the ribbon OR any where in the client side(not on an entity delete, update, create etc.... messages.) , then you need to create an Action.
e.g if you have to implement some logic and you feel it would be very complex Or not possible on client side (JavaScript), then you should just create an action, implement your logic in that action(server side) and call that action in JavaScript.
For more Info Actions