Exercise - Customize forms for Store operations

Completed

In this exercise, you assume the role of Reed and perform the following tasks:

  • Customize the theme for the Store operations Admin.

  • Change the default background color for Store operations Mobile.

  • Enable push notifications for Store operations Mobile.

Task: Customize the theme for Store operations Admin

In this task, you act as Reed and change the logo and theme of Store operations Admin.

  1. Sign-in as Reed to Microsoft Power Apps in an Incognito or InPrivate browsing session. Ensure that you're in the correct environment.

  2. On the left navigation pane, select Apps. Select the play button that appears near Store operations.

    Screenshot of Power Apps with play button highlighted near Store operations.

  3. Select Settings > Advanced Settings.

    Screenshot of Store operations with the Settings dropdown menu selected to reveal Advanced Settings.

  4. Select Settings > Customizations.

    Screenshot of Settings with focus on Customizations.

  5. Select Themes in the Customization area.

    Screenshot of the Customization screen showing the Themes option selected as the feature to work with.

  6. Select New to create a new theme.

    Screenshot of the All Themes screen with focus on the New button.

  7. On the New Theme form, enter these details:

    • Theme Name - Enter Contoso Retail Theme.

    • Logo - Select New resource to upload and assign a new logo for Contoso Retail. Download the Contoso logo.

    Screenshot of the logo to use for Contoso Retail.

    Screenshot of the New Theme form in Dynamics 365, showing the Logo field expanded to show 10 results with focus on the New button.

  8. In the new resource form, enter these details:

    • Name - new_ContosoLogo

    • Display Name - Contoso Retail Logo

    • Description - Contoso Retail's Logo

    • Type - JPG format

    • Language - English

    • Upload file - Upload the JPG file provided in the previous step

    • Mobile - Select Enable for mobile

    Screenshot of the Web Resource: New page in Power Apps with focus on the Choose File button.

  9. After entering the details, select Save.

  10. Select Publish to publish the logo for use.

    Screenshot of the Web Resource: Contoso Retail logo page in Power Apps with focus on the Publish button.

  11. In the Themes form, for the Contoso Retail theme, look up the logo field and then select the new_ContosoLogo resource.

  12. Search for new_ContosoLogo and then select Add.

    Screenshot of the Lookup Record dialog, showing search results for new contoso.

  13. Update the Default Entity Color field to 001CA5. (The default color is grey; updated to blue.)

    Screenshot of the New Theme form with focus on the Default Entity Color entry.

  14. Select Save and then select Publish to make the theme the Default theme.

    Screenshot of Dynamics 365 Settings with focus on the Publish Theme button.

  15. Go to the home page to view the updated logo and color theme.

    Screenshot of Store operations with the updated logo.

Task: Change the default background color for Store operations Mobile

In this task, you act as Reed and change the default background color of Store operations Mobile:

  1. Sign-in as Reed to Power Apps dashboard.

  2. Select your Store operations environment in the upper right.

  3. Select Solutions in the left pane and under Unmanaged tab, select Default Solution.

    Screenshot of Power Apps Solutions showing the Default Solution.

  4. Go to Setting definitions in the left navigation pane, search for and select the MobileBackgroundColor setting, and then select Edit.

    Screenshot of Power Apps on the Setting definitions page.

  5. On the right pane, under the Setting environment value area, select New environment value.

    Screenshot of the Setting definitions page in Power Apps with Edit Mobile Background expanded and focus on the New environment value option.

  6. Enter the hex color that you want the background to be (such as CEEAFF), and then select Save to override the default value.

    Screenshot of the hex value entered to override the default.

  7. After the mobile background color is updated, publish the changes by selecting Publish all customizations.

    Screenshot of Power Apps with focus on the Publish all customizations option.

  8. Go to Store operations Mobile, which shows that the background color is updated.

    Screenshot of the mobile app showing the new background color.

    Note

    Currently, no scope is available for changing font text colors in Store operations Mobile.

Task: Set up push notifications

Store operations offers push notifications capability in Store operations Admin and Store operations Mobile. You can use push notifications to send updates to store associates through their devices. Push notifications use Microsoft Power Automate and get triggered by many scenarios, such as task assignment, task review, and so on. Contoso Retail uses the push notifications feature to keep store associates updated with the latest task assignment and completion.

Prerequisites

Make sure that you meet the following prerequisites before starting this exercise:

  • A Microsoft Power Automate license

  • Consent for notifications in your device's settings (allow notifications in device settings)

In this exercise, you act as Reed, the IT administrator for Contoso Retail, to enable push notifications:

  1. Go to Power Apps. In the upper-right corner, select the Store operations environment that you created in the prerequisites.

  2. Select Solutions in the left pane. Go to Default Solution and select Edit.

    Screenshot of Power Apps with Default Solution selected.

  3. In Connection references, edit the Power Apps Notification V2 connection.

    Screenshot of Connection references with focus on the Power Apps Notification V 2 connector.

  4. On the edit screen, select New connection under Connection.

    Screenshot of Edit Power Apps Notifications with focus on the New connection option.

  5. On the New connection screen, search for and select Power Apps Notification V2.

    Screenshot of New connection with focus on Power Apps Notification V 2.

  6. Select Create to create a connection for Power Apps Notification V2.

    Screenshot of Power Apps Notification V 2 pop-up window, showing the Create button.

  7. Select the new connection that you created for Power Apps Notification V2 on the Edit connection reference screen and then select Save.

    Screenshot of the Edit Power Apps Notification dialog showing the Connection field filled in.

  8. Similarly, edit the Microsoft Dataverse msret_RetailConnectUI-576c7 connection and then select New connection.

    Screenshot of Edit Microsoft Dataverse.

  9. Create a Microsoft Dataverse connection by using the administrator credentials that you're using for this exercise.

    Screenshot of New connection with focus on Microsoft Dataverse.

  10. Save the connection reference.

    Screenshot of the saved connection.

  11. In the Cloud flows section, ensure that the following flows are turned on. If not, select Turn on from the ribbon to start the flows.

    • When a Request Row is added or modified

    • When a task row is added, modified

    Screenshot of Cloud flows with focus on the two flows.