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Lab 01 - Getting Started

Duration: 45 mins

Table of Contents

Lab Scenario

  1. Exercise 1 - Import and review solution components

    • Task 1: Import, review solution components and run flow

    • Task 2: Test the apps

  2. Exercise 2 – Add a column for My Notes

    • Task 1: Add a new column

    • Task 2: Update admin app

  3. Exercise 3 – Verify the pre-installed Visual Studio Code Installer and Power Platform CLI Extension

    • Task 1: Test the Power Platform CLI

Lab Scenario

Working as part of the Prioritz fusion team you will be setting up your Power Platform development environment. You will import and review the current solution and explore the current state of the Prioritz apps, flows and tables. You will be also adding a column to a table and modifying the app to use it.

Getting Started with Your Developer in a day Workshop

Welcome to your Developer in a day workshop! We've prepared a seamless environment for you to explore and learn about Azure services. Let's begin by making the most of this experience:

Accessing Your Lab Environment

Once you're ready to dive in, your virtual machine and Lab Guide will be right at your fingertips within your web browser.

Virtual Machine & Lab Guide

Your virtual machine is your workhorse throughout the workshop. The lab guide is your roadmap to success.

Exploring Your Lab Resources

To get a better understanding of your lab resources and credentials, navigate to the Environment Details tab.

Utilizing the Split Window Feature

For convenience, you can open the lab guide in a separate window by selecting the Split Window button from the Top right corner.

Managing Your Virtual Machine

Feel free to start, stop, or restart your virtual machine as needed from the Resources tab. Your experience is in your hands!

Let's Get Started with Azure Portal

  1. On your virtual machine, click on the Azure Portal icon as shown below:

  2. You'll see the Sign into Microsoft Azure tab. Here, enter your credentials:

    • Email/Username:

  3. Next, provide your password:

    • Password:

  4. If you see the pop-up Stay Signed in?, click No.

  5. If you see the pop-up You have free Azure Advisor recommendations!, close the window to continue the lab.

  6. If a Welcome to Microsoft Azure popup window appears, click Maybe Later to skip the tour.

  7. Now, click on the Next from the lower right corner to move to the next page.

Now you're all set to explore the powerful world of technology. Feel free to reach out if you have any questions along the way. Enjoy your workshop!

Exercise 1 - Import, and review solution components

In this exercise, you will import the current solution into the pre-created dev environment and review the components of the solution. You will also run a flow that will add sample data to your environment, and test the applications in the solution.

Note: The Dev environment is already pre-created as a part of the prerequisites.

Task 1: Import, Review solution components and run flow

  1. In the JumpVM, click on the Power Apps portal shortcut of the Microsoft Edge browser that is available on the desktop.

    azure portal.

  2. When you click on the Power Apps portal, the edge browser welcome screen will come up, and select Start without your data.

  3. On the We can help you import your browsing data from Google window, click on Continue without this data.

  4. On the next window, click on Confirm and start browsing.

  5. Now, you will see two tabs in the Edge browser, close the first tab named Microsoft Edge.

  6. On the Sign in window, you will see the login screen, enter the following username (1) and click on Next (2).

    • Email/Username:

  7. Now enter the following password (1) and click on Sign in (2).

    • Password:

  8. If you are presented with Help us protect your account, click on Skip for now.

  9. If you see the pop-up Stay Signed in?, click No.

  10. Once logged in, click on Environment (1) and select the pre-created dev environment named DEV_ENV_ (2).

  11. Now, click on Solutions(1) from the left hand side menu and click Import Solution(2).

  12. Click Browse.

  13. Navigate to this path C:\LabFiles\Developer-in-a-day\Student\L01 - Getting started\Resources in file explorer , select the Prioritz_1_0_0_7.zip file, and click Open.

  14. Make sure the Prioritz(1) file is selected and Click Next(2).

  15. Click Next again on the import solution blade.

  16. Click on the select a connection dropdown and then select + New connection.

  17. Click Create in a newly opened browser window and Sign In if prompted.

  18. Close the connection browser window or tab.

  19. Click Refresh.

  20. Check the connection and click the Import button to import the solution.

  21. Wait until the solution import to complete.

  22. You should now see the solution you imported in the list of solutions.

  23. Open the Prioritz solution you imported.

  24. Expand Tables (1) and select the PrioritZ Topic (2) table.

  25. Select the Columns under Schema and review the columns of the PrioritZ Topic table.

    Info: The standard columns are built-in, and all tables have them. The custom columns were created by the team for this application.

  26. Select the Relationships tab from the Columns dropdown and review how this table is related to other tables.

  27. Select Cloud flow (1) and open the Import sample data – Topics (2) flow.

  28. Click on Edit button to review the flow.

  29. Expand the Parse JSON step and review the data this flow will create.

  30. Expand the Apply to each topic step.

  31. Expand the Apply to each topic item step.

  32. The Apply to each step should look like the image below. This is the logic for the automation.

  33. Click on the <- back button.

  34. Click on the flow name to open the flow details screen.

  35. Click on Run to run the flow.

  36. Click the Run flow button on the Run flow blade.

    Note: If you receive this error Error from the token exchange: Permission denied due to missing connection while running the flow, this is because the Dataverse connection is not being added correctly. Delete the imported solution and try to re-import the solution by performing the Steps 11-21 of this task again, then try to trigger the flow again.

  37. Click Done and wait for the flow run to complete.

  38. The flow should run successfully. If you want, you can click on the run row and it will show you the details of what the flow did.

Task 2: Test the apps

  1. Navigate back to PrioritZ solution by clicking on Cloud flows. Alternatively, you can also open the Power Apps maker portal by using this URL https://make.powerapps.com if not already open. Make sure the development environment named DEV_ENV_ (2) is selected.

  2. Navigate to Solutions blade by clicking on Back to Solutions (<-) button.

  3. Select Apps (1) from the left-hand side menu of Power Apps, you should see two applications named PrioritZ Ask and PrioritZ Admin (2).

    Info: PrioritZ Admin app is used to manage topics being asked about and PrioritZ Ask app allows users to respond.

  4. Launch the PrioritZ Admin application.

  5. You should see the below four topics.

  6. Click to open Event banner topic.

  7. You should see the topic details with some topic items.

  8. Click on the < back button.

    Note: You should go back to the home screen.

  9. Now, click on the + button to add a new topic.

  10. Provide the below information and click add a picture that is present below Respond By field.

    1. Topic: Enter Change Taco Tuesday to some other food

    2. Details: Enter People are tired of tacos, what should we have instead of tacos?

    3. Respond By: Select today's date.

  11. Navigate to this path C:\LabFiles in file explorer, select image.png and click open.

  12. Type Tamale Tuesday on the Choice field and click add a picture that is present below the Choice field.

  13. Navigate to this path C:\LabFiles in File Explorer, select image.png and click open.

  14. Click + to add the choice.

  15. Add a couple more choices by repeating steps 12-14.

    1. Choice 1 : Enter Steak Tuesday

    2. Choice 2: Enter Cheese and Wine Tuesday

  16. Click on Save button to save the topic.

  17. The new topic should be saved, and you should be navigated back to the main screen.

  18. You should see the topic you added to the list of topics.

  19. Close the PrioritZ Admin application by closing the browser tab in which the PrioritZ Admin application is open.

  20. Select Apps (1) from the left-hand side menu of Power Apps and launch the PrioritZ Ask (2) application.

  21. You should see a list of topics. Open the Change Taco Tuesday to some other food topic that you created in the previous steps.

  22. Click on the up/down icons order the items in the order you prefer them and click Vote.

  23. You should be navigated back to the main screens, and you should see a notification message.

  24. Close the PrioritZ Ask app by closing the browser tab in which the PrioritZ Ask application is open.

Exercise 2 – Add a column for My Notes

In this exercise, you will add a new column My Notes to the topic table and update the PriortZ Admin application.

Task 1: Add a new column

  1. Navigate to the Power Apps maker portal by using the below URL if not already open. Make sure the development environment named DEV_ENV_ (2) is selected.

    https://make.powerapps.com

  2. Select Solutions (1) from the left-hand side menu of Power Apps and open the PrioritZ (2) solution.

  3. Expand Tables and select the PrioritZ Topic table.

  4. Select the Columns tab that is present under Schema and click + New column.

  5. Enter the below value in the Display name field.

    My Notes

  6. Now, search for Plain text (1) under Data type then select the one that comes under Multiline Text (2) , and click Save (3).

    Note: Do not navigate away from this page.

Task 2: Update the admin app

  1. Make sure you are still in the PrioritZ solution. Select Apps (1) under Objects and select the PrioritZ Admin (2) application and click on Edit (3).

  2. Select the Add Topic Screen.

  3. Click + Insert(1) and select Text input(2).

  4. Double-click on the newly added Text input and enter the below value to rename the text input.

    Notes textbox

  5. Make the add picture control smaller if needed, and move the Respond By and label textbox down and place the Notes textbox between the Details control and the Respond by label.

  6. Select Notes textbox and then HintText from the properties dropdown.

  7. Change the HintText value of the Notes textbox to the below value.

    My notes

  8. Select the Mode from the properties dropdown and change its value by entering the below text.

    TextMode.MultiLine

  9. Select Save topic icon under Add Topics Screen section.

  10. Replace the OnSelect formula of the Save topic icon with the formula below. The Patch creates a new row in the Dataverse table.

    Set(newTopic,Patch('Prioritz Topics',Defaults('Prioritz Topics'),{'My Notes': 'Notes textbox'.Text,Topic:'Topic name textbox'.Text,Details:'Topic details textbox'.Text,'Respond By':'respond by date picker'.SelectedDate,Photo:AddTopicImage.Image}));ForAll(colAddChoices,Patch('Prioritz Topic Items',Defaults('Prioritz Topic Items'),{Choice:ThisRecord.choice,'PrioritZ Topic':newTopic,Photo:ThisRecord.photo}));Back()

  11. Select the View Topic Screen (1) from the Screens tab.

  12. Click + Insert(1) tab and select Text label(2).

  13. Double-click on the newly added label and enter the below value to rename the label you just added.

    Notes label

  14. Change the Text value of the Notes label with the below text.

    'Topics gallery'.Selected.'My Notes'

  15. Rearrange the controls and move the Notes label between the details label and the Topic items gallery.

  16. Select the Home Screen and click Preview the app.

  17. Click on the + button to add a new topic.

  18. Fill out the form by providing the below information and click add a picture that is present below the Respond By field.

    1. Topic: Test Notes (1)

    2. Details: Testing the notes (2)

    3. Text input: Prioritz Admin topic (3)

    4. Respond By: Today's date (4)

  19. Navigate to this path C:\LabFiles in file explorer, select image.png and click open.

  20. Type Test One on the Choice field and click add a picture that is present below the Choice field.

  21. Navigate to this path C:\LabFiles in File Explorer, select image.png and click open.

  22. Click + to add the choice.

  23. Add one more choice by repeating steps 20-22 of this task.

    1. Choice 1 : Enter Test Two

  24. After adding all the Choices and topic details, your screen should look like the below screenshot.

  25. Now, click on the Save button. The new topic should be saved.

  26. Click to open the Test Notes topic that you just created.

  27. The notes Prioritz Admin topic that you added earlier should now be visible.

  28. Close the app preview.

  29. Click Publish.

  30. Select Publish this version and wait for the publishing to complete.

  31. You may close the app designer.

Exercise 3 – Test the Power Platform CLI

In this exercise, you will review and test the Power Platform CLI extension in Visual Studio Code.

Note: Visual studio code and Power platform CLI installation are already done as a part of the prerequisites.

  1. Navigate to the Power Platform admin center by using the below URL and select Environments.

      https://admin.powerplatform.microsoft.com/environments

  2. If you are presented with Help us protect your account, click on Skip for now.

  3. If you see the pop-up Stay Signed in?, click No.

  4. Click to open your dev environment named DEV_ENV_.

  5. Right-click on the Environment URL value and paste the value in Notepad.

    Note: Make sure the Environment URL value is copied along with the https. Your copied value should look like this https://orgxxxxxx.crm.dynamics.com/

  6. In the JumpVM, start Visual Studio Code using the shortcut available on the desktop.

  7. Click Terminal and select New Terminal.

  8. Run the below command in the terminal.

    pac

    Info: If u found an error after using the pac command, try uninstalling the Power Platform tool and re-install it, then retry the step.

  9. Replace <your environment URL> in the below command with the value of the environment URL that you copied earlier then run the command.

    pac auth create --name DevAuth --url <your environment URL>

    Info: After adding the environment URL, the command will look like this: pac auth create --name DevAuth--url https://org32172839283.crm.dynamics.com/

  10. Complete the Sign in process, using the below credentials.

    • Email/Username:
    • Password:

  11. If you are presented with Help us protect your account, click on Skip for now.

  12. Select Power Platform (1) tool, you should now have at least one auth profile (2). If you have more than one profile, make sure the profile you created is selected

    Note : If you are able to see the Universal Profile instead of DeVAuth profile, it is because of adding the incorrect Environment URL value in the pac auth create command in Step 9. To fix this issue, follow the below steps:

    1. Delete the Universal Profile from Visual Studio Code by clicking on the delete button.
    2. Copy the correct Environment URL value by following Step 5 of this task.
    3. Perform the Step 9 of this task again to create the auth profile.

  13. Click Terminal and select New Terminal if not already open.

  14. Run the command below to see a list of solutions.

    pac solution list

  15. You should see a list of solutions installed on your environment.