Arpit's Dynamics 365 Blog: 2020

Friday 25 December 2020

Power Automate - Check String Variable is Empty or Null

Introduction

Hi Everyone,

In this PowerGuideTip26, I'll show you - How to perform a Null check in String Variable or check whether the string variable has value or not in Power Automate.

There are many business use cases, where you need to check in the condition step, whether the string variable has data or not.

In the following example, I am Initializing a String Variable (UserRole) and in a later stage, I am setting a value in it. And in the Condition step (As shown below), I want to check whether this string variable contains data or not. If contains data or not null then proceed with Process A, else proceed with Process B

Algorithm

If UserRole is Empty or UserRole is Empty = true

then perform process A

else perform process B

Used following expression in the condition for String Null check.

empty(variables('UserRole'))

Thursday 24 December 2020

PowerApps - Get Dynamics 365 Logged In User Role in Canvas App

Introduction

Hi Everyone,

Hope you are doing great and staying safe.

Today, in this blog post I am going to share PowerGuideTip25, where I'll demonstrate how to read Dynamics 365 security role using Power Automate and Integrate it with PowerApps - Canvas App.

There are umpteen business use cases, where we need to design the app/flow/process based on the Dynamics 365 security role. One of the best examples is:

Role-based Canvas App, where we need to navigate the user to different-2 screens or perform different process/flow based on the role assigned in the CRM application.

Business Requirement

Create a mobile app for the Sales Team.
Sales Agent will login into the app to track his/her daily appointment, track customer location, capture meeting notes, and assign tasks to the sales manager for approval
Sales Manager will log into the app in order to track the sales team's performance and approve the request made by a sales agent.

Pre-Requisites

PowerApps License (PerApp or Per User) or can use Trial as well.
Dynamics 365 License or use Trial as well.
Must have two users. One user must have a Sales Person Role and another user must have a Sales Manager role to test the flow.
Download the Power Automate from my GIT Repository.

Solution Architecture

Steps to Implement

Download Power Automate from GIT HUB

Download the Power Automate from my GIT HUB repository.

Steps to Use the Power Automate Solution

Go to https://flow.microsoft.com/

Click on My Flows from the Left Panel and Click Import

Browse the downloaded Power Automate zip file and Hit Upload.

Note: Change the Common Data Service (Current Environment) connection

Design a Canvas App

I have designed a sample canvas app for Sales Agent and Sales Manager.

App has 4 screens -

Landing Screen - where the user will be landed after a successful login.
Profile Screen - Display logged-In user information
Error Screen - This screen will display an "Insufficient Permissions" message if a user doesn't have the appropriate role assigned in the CRM Application
My Roles - This screen will display all security roles assigned to the logged-in canvas app user.

App Flow:

Sales Agent or Sales Manager will log in to the app.
If Sales Person has Sales Person security role assigned in D365, Redirect the user to Profile Screen else Redirect to Error Screen
If Sales Manager has Sales Manager security role assigned in D365, Redirect the user to Profile Screen else Redirect to Error Screen

Add the following expression on OnSelect property of the 'Login as Sales Person' button.

// Call Power Automate

Set(FlowOutput,GetD365UserRole.Run(LookUp(Users,domainname=User().Email).systemuserid));

// Check if Power Automate Output contains 'sales person' then Navigate to profile Screen else Navigate to Error Screen.

If(IsMatch(FlowOutput.userrole,"sales person",Contains & IgnoreCase),Navigate(ProfileScreen,ScreenTransition.Cover),Navigate(ErrorScreen,ScreenTransition.Cover))

Add the following expression on OnSelect property of the 'Login as Sales Manager' button.

// Call Power Automate

Set(FlowOutput,GetD365UserRole.Run(LookUp(Users,domainname=User().Email).systemuserid));

// Check if Power Automate Output contains 'sales manager' then Navigate to profile Screen else Navigate to Error Screen

If(IsMatch(FlowOutput.userrole,"sales manager",Contains & IgnoreCase),Navigate(ProfileScreen,ScreenTransition.Cover),Navigate(ErrorScreen,ScreenTransition.Cover))

Use the following expression on OnSelect property of 'View my Roles' button.

Navigate(MyRoles,ScreenTransition.CoverRight);

Add List Screen and change it's Layout to 'Title' type.

Set following expression on 'Items' property of List screen

Split(FlowOutput.userrole,",");

This expression will split the security role list (returned from power automate in comma separated format) to table

Test & Demo

Tuesday 24 November 2020

Automate Dynamics 365 & Power Platform Deployment using Azure DevOps CI/CD

Introduction

Hello Everyone,

Today in this Power Guide Mentorship Program, I am going to share #PowerGuideTip24, which will help you to Automate the Dynamics 365 and Power Platform Deployment using Azure DevOps CI/CD.

I have already been delivered a session on Dynamics 365 Azure DevOps Implementation in Dubai Submit, Feb 2020. You can find the recordings and Slide Deck of the session here.

I have also delivered Power Community Session recently on - Automate the PowerApps Portal Deployment using Azure DevOps CI/CD. You can find that session recording here.

If you are new to Dynamics 365 and Azure DevOps, I would recommend you to first listen and go through my above-mentioned recordings and slide deck. This will help you to know the Fundamentals of Azure DevOps and CICD.

Today, In this article. I am going to share the end to end steps to implement Azure DevOps and CI/CD to automate the Dynamics 365 and Power Platform Components.

Business Requirement

Automate Dynamics 365 Solution, Power Platform, and Configuration Data Deployment

Pre-Requisites

Dynamics 365 Source Instance - Dev
Dynamics 365 Target Instance - SIT/UAT/PRE-PROD/PROD
Azure DevOps Subscription - Can create trial using this link and refer to this article for instructions
Azure Subscription - for Dynamics 365 Service Connection - Can use the trial as well
Need to have a solution available in your Dynamics 365 Source Instance
Need to have some configuration (Master) data available in your source instance
Dynamics 365 Instance (Source and Destination both) Administrator rights
Schema File Available - if you want to deploy master data or portal configuration as well.

Implementation Flow

Dynamics 365 Solution Deployment

Dynamics 365 Master Data (or Portal Configuration Data) Deployment

Implementation Steps

Repository Permissions

There is some security to set up to allow our pipeline to be able to upload the configuration to source control. We need to allow the Project Collection Build Service to have contributed access to the repository.

Click the Gear Icon in the bottom left corner to get access to Project Settings
Choose Repositories
Click on the Permissions tab
Search Project Collection Build Service
Add the Project Collection Build Service
Once you have added the Project Collection Build Service, choose “Allow” on the Contribute Permission. (from the Right panel)
Now Search Build Service user (Project Name + “Build Service”)
Change Contribute to “Allow”

Create a CI (Build) Pipeline -

After the Azure DevOps service is set up for your organization, create a new Azure DevOps project by clicking on '+ New project'.

Create a new Repository to store Dynamics 365 Extracted solution files

Click on New Pipeline to Create your first CI (Build) Pipeline in Azure DevOps

Click on Use the classic Editor

Choose your Repository Type, Team Project, Repository Name, and Branch and then Hit Continue

Click on Empty Job in order to create a Pipeline from scratch

Click on '+' and search Power Platform Build Tools and Hit 'Get it Free'

Once the Installation of the Tool is finished in your Azure DevOps instance. Search Power Platform Tool Installer task and click on Add

Add Power Platform Export Solution Task

Now In order to Export the solution from your Source Dynamics 365 Instance, You need to choose the authentication type in order to make the connection with your instance.

To do that, you have two choices of Authentication Type:

(a) Username/password (no MFA support) - In this Authentication Type, you'll have to provide the username and password in order to make the connection with your CRM instance, however, it doesn't support two-factor or Multi-Factor authentication.

So if you want to connect the CRM Instance using username and password. Here is the format of the connection string

Connection String Format:

AuthType=Office365; Url=https://powerguide.crm11.dynamics.com; UserName=arpit@powerguide.onmicrosoft.com;Password=Pass@word1

Note: Replace the red part with your CRM Instance details.

Check my this article for more details.

(b) Service Principal/Client Secret (supports MFA) - In this Authetication Type, you'll have to perform two steps to complete the authetication

Azure App Registration

To register an App in Azure, follow my this article. Go to the 'Azure AD App Registration' section and perform Step 1 to Step 6.
In Step 7, instead of clicking on Microsoft Graph, click on Dynamics CRM and Opt User_Impersionation Permission and then Hit Add Permission.
Step 8 will remain the same.
One additonal step is to capture the Azure AD Tenant ID as well for later use

If you find any trouble performing the above steps. Please watch this video.

After performing all the above steps. Don't forget to Capture the Application ID, Client Secret Key and Azure AD Tenant ID for later use.

Application User Creation in Dynamics 365 Source Instance

Go to https://make.powerapps.com > Choose your environment > Click on Advanced Setting

Go to Security > User > Select Application Users View > Click on New

Choose Application User form and fill User Name, Application ID, Full Name and Primary Email (as highlighted below) and Hit Save.

Once you save the record, Application ID URI and Azure AD Object ID will get automatically autopopulated from your Azure Tenant
Give System Administrator Security Role to the user.

Once you are done with Azure AD App Registration and Application User Creation, It's time to make the Service Connection in your Azure DevOps.

To do that, Hit on +New to create a new Service Connection for your Dynamics 365 Dev Instance

Fill the details as shown below and Hit Save.

Add Power Platform Unpack Solution task

Fill the details as shown below.

Add Command Line task

Add following Command Lines to Push the Extracted Solution Zip files to the Repository

echo commit all changes

git config user.email "arpit.crmconsultant@gmail.com"

git config user.name "arpit.crmconsultant@gmail.com"

git checkout master

git add --all

git commit -m "solution init"

echo push code to new repo

git -c http.extraheader="AUTHORIZATION: bearer $(System.AccessToken)" push origin master

Note: Replace the highlighted username with your Azure DevOps User Account Name

Add Publish Artifacts Task in order to push your solution zip file to the Artifacts. Fill the details as shown below

Create a Variable to hold Solution Name. This variable name, we have already been used '$(SolutionName)' in all the above steps.

You can configure the Trigger point of your Build Pipeline.

If you want to trigger this Pipeline as soon as you commit the changes to your Master Repository, Choose Enable Continous Integration. Or you can schedule the pipeline to be run at a specific time as well.

Save the Pipeline

Run Pipeline.

You can opt for Enable System Diagnostic to log/troubleshoot the error in case you face any issues while running the pipeline.

Once CI Pipeline Build gets successful. Click on Artifacts to view the Solution Zip file (as ashown below)

Solution Zip file (Dynamics 365 Dev Solution) is available in Artifacts

Go to your Repository > Solution Zip file has been extracted to multiple files based on solution components

Create a CD (Release) Pipeline -

Click on Releases under Pipeline and click on +New release pipeline in order to create the Release Pipeline.

Provide Artifacts Location, so that your release pipeline could download the solution zip file from that location. (as per below)

Provide Release Pipeline Trigger point.

Click on Trigger Icon and Turn On the Enable Continous deployment trigger (as shown below)

Click on Stages in order to add the Tasks to import the solution in your Target Dynamics 365 Instance.

To do that, click on Empty Job

Add Power Platform Tool Installer Task and Leave it as is.

Add Power Platform Solution Import Task and Fill the details as shown below

Note: You need to create a new Service Connection in order to connect with your Target Dynamics 365 Instance, same as the steps we have performed earlier to connect the Source Dynamics 365 Instance.

Set Solution Input File path. Click on Browse and choose the pah as per below and Hit Ok.

Declare the Variable for Solution Name (like we did in Build Pipeline)

Save the Pipeline

Watch this Video of CI and CD Pipeline Setup and Demo

If you find any difficulties to understand any of the above steps, you can watch this video to set up your pipeline

Deploy Dynamics 365 Master Data (or Portal Configuration Data) using Azure DevOps CI/CD

While working in Dynamics 365, you might need to use some master data in your Dynamics 365 Instance, that remains unchanged in all the instances (Dev/SIT/UAT/PROD, etc). For Example Country, State, City, etc.

In PowerApps Portals also, everthing we do in order to design the Portal is part of configuration only. We create records in Dynamics 365 like Web Pages, Entity Forms, Entity List, Web Template, etc. Hence, this configuration is also kind of Master data because it also remains unchanged in all the target instances as well

In order to deploy above both types of configuration data in your target instance, we usually use the Configuration Migration Tool. However, that is a manual activity.

To automate the configuration data using Azure DevOps CICD, please perform the following steps:

Important Note:

1. I have created separate CI/CD Pipelines for Configuration Data Deployment, however, you can use a single CI and CD Pipeline also in order to deploy your Dynamics 365 Solution and Configuration Data in the target instance. (based on your business needs).

2. Currently Microsoft't Power Platform Build Tools doesn't provide the capabilities to Export/Import the Configuration records/data from/to CRM. Hence, we'll use Wael Hamze's Power DevOps Tools for this requirement.

3. Please have a look my this article, where I have demonstrated the PowerApps Portal CI/CD Pipeline creation using Azure DevOp.

Create Repository -

I have created a Repository to store the Schema File. You can reuse the same repository that we have created in the earlier step. Schema file contains the list of all entities, those records have to be exported from the Source Dynamics 365 Instance.

If you are deploying the PowerApps Portal configuration. You can get the Portal Schema File from here. If it doesn't work due to any reason, you can create your own schema file as well for the selected Portal Entities.

Refer- https://docs.microsoft.com/en-us/power-platform/admin/create-schema-export-configuration-data

Create a new Repository and Create a new Folder 'Portal Configuration' inside it.

Browse the location and Upload the Schema File in the 'Portal Configuration' folder.

Note: We'll use this schema file in our CI Pipeline to export the configuration data.

Create a CI (Build) Pipeline -

Create a new Build (CI) Pipeline to export the Dynamics 365 Configuration (Master) Data

Install Power DevOps Tools

Add Power DevOps Tool Installer Task and leave it as is.

Add Ping Environment Task

Note: This tool doesn't allow to use of the Service Connection like the way we had used in Power Platform Build Tools. However, you can use the following connection string to make the connection with your Dynamics 365 Source Instance.

Application ID and Client Secret of Source Dynamics 365 Instance, we have already been captured in the earlier steps.

Add Export Configuration Migration Data Task. Browse to the 'Portal Configuration' folder in the Repository and select the Schema file.

Note: It's always a good practice to keep the confidential information like username, password, client id, secret key in variables and enable the security so that it couldn't be comporomised.