Customer Engagement & Dynamics CRM Forum

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  • 1.  Customizing Dynamics with PowerApps

    Posted Apr 21, 2020 10:52 AM
    Good morning,

    I wanted to inquire with other Dynamics users and see if you guys were running in to the same issue. Now that the method of customization is completely moving to the PowerApps platform, I can no longer see the main custom solution I had been working on that was actively affecting our CRM. It appears that the solution is still running, as the custom fields that were a part of that solution are still showing and usable, but I cannot seem to access or find it the solution to make any additional edits. Is data still being moved or is this something I need to inquire with Microsoft about further? 

    Thanks!

    ------------------------------
    Corinne Perry
    360 Sheet Metal Products
    Vancouver, WA
    ------------------------------


  • 2.  RE: Customizing Dynamics with PowerApps

    Posted Apr 22, 2020 09:31 AM
    Hi Corinne,

    Your old solutions and customizations should still be available (assuming you have permission to see them). You can access them from either the D365 interface, or through Power Apps. Here's how.

    Accessing Solutions Thru the D365 UI

    1. Log into D365
    2. From any location in D365 (modern UI), click the "gear" icon in the upper right
    3. Select Advanced Settings 
    4. You are now on the legacy user interface, but with access only to the Settings area.
    5. Navigate to Solutions.
    6. You should see all active solutions in this location.

    Accessing Solutions Thru the Power Apps UI

    1. Log into Power Apps (make.powerapps.com)
    2. In the upper-right corner, make sure your environment is set correctly (this may be why you didn't see them)
    3. Click Solutions and you should see your solution
    4. If you are here and you want to see your solutions the old way, click "Switch to Classic"


    ------------------------------
    Geoff Ables
    Managing Partner
    C5 Insight
    Charlotte NC
    ------------------------------



  • 3.  RE: Customizing Dynamics with PowerApps

    Posted May 04, 2020 09:44 AM
    Hello Geoff,

    Thank you for your response. Below are screenshots of me accessing my solutions with each method:

    D365 UI: 

    PowerApps UI:

    Sorry to be a pain, I am worried the classic view is soon to be gotten rid of so I am trying to get in as much practice as I can in the PowerApps side of the UI. As you can see, the solution "Opportunity Parent" is available in the classic view, but not in the PowerApps area. I am in the same environment. I have reviewed my rights and I do believe I have all that are necessary. I appreciate any insight I can get!

    ------------------------------
    Corinne Perry
    A360 Sheet Metal Products
    Vancouver
    ------------------------------



  • 4.  RE: Customizing Dynamics with PowerApps

    Posted May 04, 2020 10:05 AM
    Hi Corinne, 

    You might want to check if you are in the right environment in PowerApps. From the top right, it said you are in 360 Sheet Metal (Default), is that the environment you want to be in? 

    Thanks,

    ------------------------------
    Dandy Hou
    CRM Business Analyst
    AtriCure, Inc.
    Mason OH
    ------------------------------



  • 5.  RE: Customizing Dynamics with PowerApps

    D365UG/CRMUG ALL STAR
    Posted May 05, 2020 09:53 AM
    @Corinne Perry - I believe @Dandy Hou might have hit on the issue. In the second screen shot you provided, the environment chosen ends with "(Default)". You should select a different environment and then navigate to the Solutions area. ​​

    ------------------------------
    Aaron Back
    Microsoft MVP | Sr. Microsoft Dynamics 365 Consultant
    ACE Microtechnology
    _______________________________________
    CRMUG Board Member
    CRMUG Chapter Leader - Cincinnati, Ohio
    ------------------------------



  • 6.  RE: Customizing Dynamics with PowerApps

    Posted May 05, 2020 10:39 AM
    Hi @Corinne Perry,

    I believe some of the follow-up responses provided the answer to your question. But check back in and let us know if you found what you were looking for or if you need more help.

    And kudos for getting ahead of the curve to learn PowerApps. Keep in mind that (at least the last time I checked) there are some things that you can't do in PowerApps, and some parts of PowerApps actually just send you back to the good old CRM administrator interface for now.​

    ------------------------------
    Geoff Ables
    Managing Partner
    C5 Insight
    Charlotte NC
    ------------------------------



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