Power Apps
Dataverse activity tables
- an action that a calendar entry can be make for characteristics: - have time dimensions that help define when the action occurred or will occur - have data that helps defne the action that the activiy represents - can be opened, canceled or completed. Activity tables cannot be owned by an organization
When do you create new tables in Dataverse
- can't delete standard tables, but you can hide them - hide standard tables by changing the security role privileges for your organization - create new table when standard table can't be editing to meet needs
Current User() properties
.Email .FullName .Image
browse screen controls
6BrowseGallery1 - takes up most of the screen and show data from data source NextArrow1 - opens details screen (>) IconNewItem1 - opens the edit/create screen (+)
Business Rules
use to apply logic or recommendations to a form such as (both model and canvas) set column requirements hide columns validate data Rules apply to both canvas and model-driven apps Not all rules can be used by canvas apps - show or hide columns - enable or disable columns - create business recommendations based on business intelligence
Types of table owners
user or team owned - actions performed on rows are done at the user level organization owned - access to data is controlled at the organization level
Business rules
validate data across multiple columns and provide warning and error messages regardless of the apps that used to create the date
How to you make your app visible to the phone
Save File > Save As Replace App with
How to you specify privileges on a custom table
1. Expand the existing predefined security role or 2. Create a custom security role
Dataverse auditing concepts
1. auditing does not occur if not enabled at the organizational level 2. by default auditing is enabled on table columns, but disabled at table and organizational level 3. auditing permissions control users ability to see associated data: view audit history, view audit summary, view audit partitions 4. audit data changes are stored in records of the auditable 5. user must be system adm or system customizer to set auditing
1:N table relationships address which questions
1. should any rows that are related to that row also be deleted? 2. do I have to assign all related rows to the a new owner? 3. how can I streamline the data entry process when I create a a new related row in the context of the existing row? 4. How should people who view a row be able to view the related rows
How many business process flows can you have per table
10
Tablet app screen sizes
16:9 (Default) 3:2 (Surface Pro 3) 16:10 (Widescreen) 4:3 (iPad) Custom
Activity characteristics
Activity is an action that a calendar entry can be make for 1. they have time dimensions (start, stop, due and duration) that help define when the action occurred 2. they have data (subject & description) that help define what the activity represents 3. They are actionable (opened, closed, completed). Substatus can be associated with the completed status to clarify how the activity was completed 4. Cannot be owned by an organization
User interface components
App - App designer Site Map - Site map designer Form - Form designer View - View designer
Default activity tables
Appointment Email Fax Letter Phone Call Recurring Appt Task
Which of the following ScreenTransitions is NOT an option to choose from when using the Navigate function? ScreenTransition.Cover ScreenTransition.Fade ScreenTransition.UnCover ScreenTransition.Wipe
ScreenTransition.Wipe
Default set of app screens from screens pane
Browse - appears by default. browse, sort filter & refresh from source; add items to data source with + Details - Shows all information about a single item. open an item to edit/delete it Edit/create - edit an existing item/create new one
Power Apps Studio
Build app Three components left pane - hierarchical view/thumbnail of controls on each screen middle pane - shows canvas you are working on right pane -set options such as layout, properties and data sources c
If you wanted to create a standard procedure or process for handling service requests what type of logic would be best to implement?
Business process flow
Logic
Business process flow - Business process flow designer Workflow - Workflow designer Actions - Process designer Business rule - Business rule designer Power automate flow - Power Automate
Considerations when designing Power Apps
Business requirements Data Model User Experience (UX) User Interface (UI) Business Logic Output
Design process
Business requirements - security, accessibility data and design Data Model 1. type of data storing or collecting 2. How will the data relate with other data you're working with Business Logic Output
dataverse logic and validation
Business rules Business process flows Workflows Business logic with code
Business logic - options and uses
Business rules - data defined at the data layer Business process flows guide users through using your app let you use automation and make it more of a guided experience versus just entering data
Dataverse auditing
Can be enabled or disabled at the organizational, table or column level. by default, auditing is enabled at enabled audit columns but not at the table or organization level. Restricted to users with security privileges
User Interface (UI)
Create a mockup of your application wireframe diagram - visual representation of an application's user interfacedfo
navigation model
Data Source option - Having the menu content connected to the data source gives the flexibility to modify the menu without having to modify the app design in the canvas studio Collection - Uses App OnStart property, then populate that collection in a gallery as a menu like a list in Microsoft Lists you must have the screens in your app.
Color settings only controlled by the theme
Date picker
details screen controls
DetailForm1 - contains other controls and data card for each field of the record being displayed Name_DataCard1 - card control. Each card represents a single field of the record IconEdit1 - Opens the edit/create screen (pencil)
Visualizations
Determines type of data visualizations - Chart - Dashboard - Embedded Power BI
Why are there hidden screens
Documentation screen Settings screen Special permissions screen
Advanced model driven apps*
Done in Solution Explorer You must be Solutions then switch to classic
Dual-write vs. virtual tables - Dataverse
Dual-write provide near-real-time interaction between Dataverse and Finance and Operations apps bidirectional integration between Finance and Operations apps and Dataverse
When you deploy role-based security in the Microsoft Dataverse, which of the following products allows you to control access to tables for different users?
Dynamics 365
edit screen controls
EditForm1 - contains other controls and a data card for each record that is being edited Category_DataCard2 - another card control that shows a category IconAccept1 - saved user's changes (✓)
Predefined security roles
Environment Maker - can create new resources that are associated with an environment. For example: apps, connections, custom application programming interfaces (APIs), gateways, and flows that use Microsoft Flow. But these users can't access the data in an environment. System Administrator - full permission to customize or administer the environment, including creating, changing, and assigning security roles. Users who have this role can view all data in the environment System Customizer - ull permission to customize the environment. But users who have this role can view rows only for environment tables that they create. Basic User - Users who have this role can run an app in the environment and perform common tasks for the rows they own. Delegate -This role lets code run as or impersonate another user. This role is typically used with another security role to provide access to rows
Image properties
Image - Image name Image Position - The position (Fill, Fit, Stretch, Tile, or Center) Transparency - The degree to which the controls behind the image remain visible
When using an Image Control, which of the following ImagePositions does NOT belong Stretch Fit Tile Expand
Expand
Formulas in the generated app
From Browse screen and work with OnSelect IconNewItem1 - Select this control to open the edit/create screen (_ + button)
Controls in Power Apps
Galleries - layout containers containing controls that show records from a data source Forms - show details about your data and let you create and edit records Media - let you add background images, barcode reader, etc Charts - add power bi
Model-driven apps primary goal
Get Data Model in order Created in App designer
Power Apps components
Home page Mobile Admin Centey
User/Experience (UX)
Keep it simplec Considerations: Branding Pop-ups Hide/Show buttons based on permissions
Which of these is a reason to use environments?
Manage access to data
Model driven app focus
Modeling business data Defining business processes Build the app
Steps to building and sharing a model-driven app
Modeling business data Defining business processes Composing the app Configuring security roles Sharing your app
Business requirements
Security, privacy, or compliance requirements Government regulation Authentication/authorization requirementsc
How do you specify what happens when a user selects a button or control?
Set the OnSelect property to the formula that you want to run.
Dataverse Benefits
Simple to manage - stored in cloud Secure data - grant access to users Access to Dynamics 365 data Rich metadata - data types and relationships Logic validation - define calculated tables, business rules, workflows and ensure data quality Productivity Tools - tables available within the add-in for Microsoft Excel
Dataverse auditing
Supported on all custom tables and most customizable tables Not supported on table or column table definition changes, retrieve operations, export operations during authentication
environment access
System admin - full permissions to create and manage environments. Environment maker - view all apps in that environment, create apps, and work with Dataverse
When creating an app, what two form factors can you choose from
Tablet and Phone
Responsive design
The website adjust to the layout in which it's viewed
What is the purpose of the Gallery control?
To display and select all records from the data source
App
User interface component specifies the application fundaments such as components, properties, client type and URL
Site Map
User interface component specifies the navigation for your app
How do you show information about the current user
User() function This includes the full name, email address, and the picture that's associated with the user who's signed into a canvas app. May not match current users information in Office 365
Workflows
Work Flow designer Automate business processes without requiring interaction
When you create an app from data, which of the following best describes your ability to customize?
You can modify all aspects of the app including screens, layouts, and formulas.
Virtual tables
also called virtual entities data resides in external entities that integrate into Dataverse tables
Components of model driven apps u
data components - table or solution within the environment user interface components - App, Site Map, Form, view logic visualizations advanced model-driven apps
Responsive app components (can con)
canvas app application display settings new screen form additions control and form additions offline capabilities notifications to an app when you have no connectivity
mobile-optimized canvas app should have the following design characteristics
clearly defined purpose responsive design [Bring your own device (BYOD)] Simplistic user interface Intuitive navigation External peripherals aren't required Offline capabilities Connectivity alerts Seamless setup Optimized for performance
Dataverse metadata (data about data),
collection of tables controls the kind of row you can create and what kind of actions can be performed. creating or editing tables columns and table relationships is editing metadata
What is the benefit of building a model-driven app?
component-focused design, no code required, complex responsiveness with similar UI across multiple devices apps can be distributed as solutions
Optimize for performance
consider data source and complexity of data be retrieved data connectors eliminate complex or unnecessary data sources retrieve on the specific number f records that are required for a given action
environment
container for apps and other resources. A way to group business requirements created by admins
Data Model
data sources factors: Business requirements Licensing/Cost
Clearly defined purpose design characeristic
each form has a purpose that can be define in a single, simple sentence
model-driven apps
easier to create. use a component-focused approach to develop the app. The layout is mainly based on the components that you add to the app. especially well suited to process-driven apps that are data dense
Virtual tables
enable to integration of data; residing in external systems by representing the data as tables in dataverse
Types of Activity tables - FALTER
fax appointment letter task email recurring appointment phone call
Business process flows:
guide users to ensure data is entered consistently and follow the same steps every time. Business process flows are currently only available for model-driven apps
What is aspect ratio
if unlocked the app will adjust to the aspect ratio of the device on which it's running
What is app orientation
if unlocked will adjust to the screen orientation of the device on which it's running.
Connectivity alerts
include form verification if user attempts to enter date when offline if the action of creating a customer requires connectivity, then the application shouldn't allow a user to access the customer creation form and enter data when the mobile application is offline
Dataverse
lets you store & mange data that's used by business apps Stored in tables
Power Apps admin center
manage different environments y environment roles data integration define data connections data policies - restrict which data connectors can be used
Types of Table Relationships
metadata one-to-many (1:N): parent child relationship exist in the user interface because designer show you a view grouped by tables many-to-many (N:N):
Responsive app - canvas app display settings
orientation scale to fit lock aspect ratio lock Orientation
Dual-write tables
out-of-the-box infrastructure that provides near-real-time synchronicity between Dataverse and Finance
Business process flow
process that walks users through business process. Use a business process flow if you want everyone to handle customer service request the same way or to require staff to gain approval before submitting an order
Publish (view or forms)
ready for you to run or share with others
Which configuration should you select to ensure that a canvas app aligns to the edges of the device on all four sides of the app?
scale to fit
how do you assign security to users
select the ... to the right of the name select share select your app at the top left select custom roles in the
How do you create a custom security role
select the ... to the right of the name select share select your app at the top left select manage security roles select new go to Custom Entities tab find table select security level - none, user, business unit, parent, organization go to core records to restrict access by field save and close
What can be done with business rules
set column values set column requirement levels show or hide columns* enable or disable columns* create business recommendations based on BI* clear column values validate data and show error messages * not available on canvas app
How do you enable auditing
setting is auditEnabled
benefit of environments
sperate app development by department life cycle development - live versus staging managing data access
Power Apps Home Page
starting point shows all apps you have built shows apps that have been shared
Business logic with code*
supports advance developer scenarios that extend the application directly through code
Dataverse table characteristics
table corresponds to db table each column (also called attribute) represent a column in that table metadata
In Microsoft Dataverse, where is your data being stored?
tables
Ways to build power apps
template blank canvas data source
Configuring tables for auditing rulesv
three levels of auditing: organization, table, and column column and table level auditing must be enabled at high level before high levels before it takes place User must be system administrator or System customizer to enable or disable auditing
How many apps can use the same Table?
unlimited
how to you connect to on-premise data
use a gateway
