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  • Integrate eSignature with Power Pages
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  • “Hidden” SharePoint Flows (and more) on Power Platform. Do we clean it?

    “Hidden” SharePoint Flows (and more) on Power Platform. Do we clean it?

    August 15, 2024

    Recently, we implemented the Inactivity process as part of the CoE Toolkit, which is a component of our general tenant hygiene strategy. If you’re unfamiliar with the concept, I suggest reading the article below: https://learn.microsoft.com/en-us/power-platform/guidance/coe/after-setup-tenant-hygiene

    Also, I suggest learning about the inactivity process setup: https://learn.microsoft.com/en-us/power-platform/guidance/coe/setup-archive-components

    If you don’t like reading, here’s a quick summary: it’s all about cleaning up your Power Platform assets that are not in use. Makers receive notifications about their Flows and apps that haven’t been modified or run, which are then selected for potential cleaning. ONLY APPROVED assets will be deleted.

    It’s a great set of tools to ensure your tenant remains clean. I could explain why, but let’s assume you already know this. (If you don’t, that’s OK—you can watch this video from one of the recent user group events where I cover this topic.)

    As I mentioned, we implemented this process for one of my customers.

    Overall, it was a success. People would either click the Approve button in the email or respond with comments like, ‘OH NO! DON’T DELETE IT! IT’S A MISSION-CRITICAL APP!’

    However, some people would email us asking, ‘What is this? I don’t know what you’re talking about.’

    One of those emails inspired me to dig deeper, and I’m sharing my findings with you.

    The Power Automate flow was named ‘Due date reminder,’ prefixed with a GUID. It didn’t sound like something a human would create—and indeed, it wasn’t.

    There are variations of this type of automation, but the one I’ll be discussing is part of the SharePoint list ‘Work Progress Tracker’ template.

    Some insightful reading for you here:

    https://support.microsoft.com/en-au/office/use-the-sharepoint-project-management-site-template-3d4ebdf3-03f7-485a-a16b-c4b4292d4b97

    and here:

    https://learn.microsoft.com/en-us/power-automate/create-sharepoint-reminder-flows

    Look what happens when I try to create a list using the template!

    SharePoint templates

    So far so good.

    Work Progress Tracker SharePoint template

    Now, this explicitly tells you that it will create a Power Automate Flow on your behalf.

    Set up Due Date reminder

    And here.

    Checking connections

    Then here as well.

    Alert that the Flow is added

    But people often don’t read messages. Maybe they do, but then forget about it afterward. Or they might just click through absentmindedly—we will never know.

    As a result of the above exercise, whether consciously or unconsciously, I triggered the creation of a Flow. The Flow in the solution below was created on my behalf:

    The solution with the reminder Flow

    Now, it will be picked up by the Inactivity process after some time to send me a reminder to clean up after myself. Will I remember creating it?

    Thinking emoji

    I can tell you that there are more Flows like this on the Default environment. I haven’t yet figured out how to address the existence of these ‘unconscious makers.’ We have excluded the ‘Due Date reminder’ Flows from the process until we decide on a course of action.

    As a Power Platform admin, I am curious—what else do I need to know? And guess what? There’s more to it!

    The Flow is created within a solution, and connection references are included as well. I don’t believe this is part of the existing CoE Toolkit cleaning routine.

    Components inside the “Due Date reminder” solution

    So we need to figure it all out: do we clean it? what do we clean? how do we clean?

    The winning question is:

    “How do you question someone about something they made without them knowing they were responsible for it?”

    (Sigh)

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  • Power Pages: Migrate standard data model sites to enhanced data model – Part 2

    Power Pages: Migrate standard data model sites to enhanced data model – Part 2

    August 7, 2024

    The previous article is here: https://msolenacrm.blog/2024/08/06/power-pages-migrate-standard-data-model-sites-to-enhanced-data-model-part-1/

    Let’s complete the upgrade!

    We are up to Step 4 now: https://learn.microsoft.com/en-us/power-pages/admin/migrate-enhanced-data-model#step-4-update-site-data-model-version-after-successful-data-migration

    Use the following command update site data model version:

    pac powerpages migrate-datamodel --webSiteId [WebSiteId-GUID] --updateDatamodelVersion --portalId [Portal-GUID]

    You are lucky if it works. It didn’t work for us, unfortunately.

    We received an error and from the log file, it was clear that it was looking for the website on the wrong environment. It was looking at the Default environment. Despite displaying us a message “Connecting to the environment A…”

    OK.

     pac auth list

    Index Active Kind      Name User                             Cloud  Type Environment           Environment Url

    [1]          UNIVERSAL      <User Name> <Environemnet> <URL1>

    [2]   *      UNIVERSAL      <User Name> <Correct Environment>    <URL2>

    Now we used the following command to select the correct environment, which is the index 2 item.

    pac auth select --index 2

    New default profile:

        * UNIVERSAL                                : <User Name>         Public <Correct environment URL>

    And then we run the command:

    pac powerpages migrate-datamodel --webSiteId [WebSiteId-GUID] --updateDatamodelVersion --portalId [Portal-GUID]

    This time it worked as expected.

    Current migration status is : CompletedSite is updated to enhanced data model successfully.Site is ready to browse now.
    

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  • Power Pages: Migrate standard data model sites to enhanced data model – Part 1

    Power Pages: Migrate standard data model sites to enhanced data model – Part 1

    August 6, 2024

    The standard data model was built by using custom tables, and it was optimized for the configuration of each website component that is stored as a record in a dedicated table in Microsoft Dataverse. The standard model requires more time to load the different solutions, tables, and metadata when a new site is provisioned. Updates to website tables in the standard model require manual and time-consuming application of package updates.

    The enhanced data model is a combination of system tables, nonconfiguration tables, and virtual tables.

    The enhanced data model for Power Pages provides the following benefits:

    • Website provisioning is faster.
    • Design studio experiences are faster.
    • Website configurations can be contained in solutions to provide smoother application lifecycle management (ALM) experiences.
    • Updates of Power Pages enhancements and bug fixes are improved.

    Read more about the enhanced data model here: https://learn.microsoft.com/en-us/power-pages/admin/enhanced-data-model

    We are going through the trial migration at the moment following the steps in the article below: https://learn.microsoft.com/en-us/power-pages/admin/migrate-enhanced-data-model

    As we encountered some issues and were able to overcome them and move forward, I would like to share our ongoing journey with the community. I hope it saves some of your time.

    The section in the article refers to the original article: https://learn.microsoft.com/en-us/power-pages/admin/migrate-enhanced-data-model. Open it in a separate tab of your browser.

    Prerequisites

    Check all the packages, and versions, check carefully as we checked then failed then checked again then upgraded to the correct version…check it carefully.

    Step 1. Download and check customization for existing standard site metadata.

    Use the command below to run the customization report:

    pac powerpages migrate-datamodel --webSiteId [WebSiteId-GUID] --siteCustomizationReportPath [PATH]

    To find the results look in the My Documents folder, it doesn’t respect the path you specified in the siteCustomizationReportPath parameter.

    I found the report results very limited. We created a report of our own using the tips from the section “Considerations for site customization when migrating sites from standard to enhanced data model“: https://learn.microsoft.com/en-us/power-pages/admin/migrate-enhanced-data-model#considerations-for-site-customization-when-migrating-sites-from-standard-to-enhanced-data-model For this, we went through the source code of the website listing all the components with potential after-migration issues. It will help us to test the website after the migration.

    There are five types of site customizations on adx metadata tables:

    • Custom columns on adx metadata tables
    • Relationship between custom tables and adx tables
    • Adx table references in liquid code snippet
    • Adx table references in fetch xml
    • Custom workflow and plugins on adx tables

    All customization related fixes will be done after migration to the enhanced data model.

    Step 2. Migrate the site data from standard to enhanced data model

    Do it before, not after running the next command. Go to PPAC following the path in the screenshot below to unblock the js extension.

    I know you think you unblocked it already by doing it here:

    But it is not the same!

    Trust me, you don’t want to waste your time like we did.

    Now just run the command:

    pac powerpages migrate-datamodel --webSiteId [WebSiteId-GUID] –-mode [type-of-data]

    Currently, we are up to Step 4. I will let you know how we go in the next article.

    Two more things.

    Thing 1. If it didn’t go as planned…

    You can re-run the command but delete the migration tracker first:

    You don’t have to delete a newly created website, it will self-update.

    Thing 2. We had some local issues with one of the laptops.

    We had some weird ArgumentOutOfRange exception. Try a different laptop if you get something similar that doesn’t make sense.

    This is it for now. I will keep you updated 🙂 Hope it helps.

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  • Revisiting Custom Connectors by Carina M. Claesson

    May 9, 2024

    In my Power Platform dev life I use custom connectors a lot. One of the latest use cases is limiting a standard Microsoft Entra ID connector to meet the least privilege principle.

    Custom connectors could be very useful. However, there are some tricks and catches in the implementation and the deployment.

    A new post from Carina M. Claesson is the first one in the series of articles about a Custom Connector.

    Sharing it here with a big ThankYou to the author.

    Revisiting Custom Connectors

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  • Power Platform for Admins: create Dataverse with Dynamics 365 apps enabled

    Power Platform for Admins: create Dataverse with Dynamics 365 apps enabled

    March 21, 2024

    As a Power Platform admin, I would like to automate the environment creation at the same time, making sure the environment created could be used to install Dynamics 365 apps in the future.

    Power Platform Admin

    Create and manage environments in the Power Platform admin center article here: https://learn.microsoft.com/en-gb/power-platform/admin/create-environment#create-an-environment-with-a-database

    Enable Dynamics 365 appsSelect Yes and make a selection to automatically deploy apps such as Dynamics 365 Sales or Dynamics 365 Supply Chain Management. You must have an appropriate Dynamics 365 license to select Yes. If you don’t select Yes at the time of database provisioning, you won’t be able to make this change later nor be able to install Dynamics 365 apps on this environment.
    Enable Dynamics 365 apps

    As you can see in the description here if apps are not enabled for the environment you will not be able to install them in the future. It means a headache with the data migration and extra complexity for the project with the cost implication for a customer.

    Via the UI we enable the apps as shown below:

    When we create a database automatically using the Create CDS Database action of the Power Platform for Admins connector it doesn’t enable Dynamics 365 apps by default.

    So how do we do it?

    We need to specify the template parameter: D365_DeveloperEdition for the action Create CDS Database.

    It would be much easier if it’s documented properly.

    Hope it helps.

    Special ThankYou to Andrew (https://cloudminded.blog/) for the help in investigating the issue.

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