| The XrmToolBox is a set of tools for Microsoft Dataverse and its related Dynamics-based applications. | It is a free Windows application that you can download at xrmtoolbox.com. It consists of hundreds of plug-ins, but some useful ones are shown such as the: 1. Entity relation diagram creator which can be used to create and view database diagrams of your Dataverse tables. 2. The Ribbon Workbench to add or hide buttons in the ribbon. 3. FetchXML Bulder can build FetchXML queries to be used in SSRS reports or Advanced Find queries. 4. Metadata Document Generator can create documents of your Dataverse tables. 5. FormXML Manager can manage advanced items within forms, and AdvancedChartEditor can add additional formatting to charts. Tip: It is recommended to take a look at these plug-ins and determine if any are useful for your needs. |
| Dataflows are a cloud-based Extract, Transform, and Load (ETL) technology to sync data from your external system to a table in Dataverse. | In Sensei IQ, Project for the web and Project Online dataflows are included by default with base fields included and dataflows for Jira and Microsoft Azure DevOps are coming soon. Dataflows can be found at make.powerapps.com under Data > Dataflows. This uses a web version of Power Query to obtain and transform data. It maps columns from your source external system to the sync table columns. Important: Sensei IQ is syncing high-level project data, syncing task and resource assignment data. Tip: A schedule is set up to sync data and default is set to every 30 minutes. The refresh history can be viewed and log files downloaded for any troubleshooting purposes. Sync logs are also available within the app under Settings > Project Sync >Sync Logs. |
| Additional Resources for Power Apps Development | They include Microsoft Learning modules and some Getting Started tutorials on YouTube: Create a model-driven application in Power Apps – Learn | Microsoft Docs Power Apps model-driven apps documentation – Power Apps | Microsoft Docs Building First PowerApps Model Driven Application Tutorial – YouTube Introduction to Power Automate – Learn | Microsoft Docs How to use Microsoft Power Automate – YouTube |
Recap of Best Practices
- Use a Custom Solution when customizing.
- Ideally, add just Table items that you are modifying.
- Use a global Choice values when it needs to be shared.
- Use the modern Maker interface where possible (at some point the Classic Editor will be retired).
- Work within the Tables (Entities) first and then create/edit an app.
- Make items Inactive or Hidden rather than deleting them.
- Document your customization changes (add a table and add to site map or document elsewhere) and align with your solution versioning.
Disclaimer: The instructional video contained herein is an excerpt from a recorded live virtual instructor-led training session. Some images contained therein may appear different from (or not available) in your organization’s Sensei IQ instance due to specific custom configurations and/or continuous solution updates. Ensure that you are already an enabled user in the Sensei.IQ for Project application and check out the What’s New page. Contact your system administrator for any assistance.