Author: Prashant Shukla

MS Dynamics CRM professional with 6 years of experience. Exploring social media now, to reach more people and contribute to the community. Here to share my ideas with the community. I try to avoid customization and share solution which can be achieved via configuration. Following are my profile URLs: Micrsoft Dynamics Community: https://community.dynamics.com/members/ps/default.aspx Linkedin: http://www.linkedin.com/e/fpf/50211901 Instagram: http://instagram.com/prashaantshukla/

PowerApps for Business Users & Consultants: Episode 2- Requirement Gathering

Hi Readers and Viewers
In this episode we talk about ‘How requirement gathering can help you build a successful app?’ We will touch upon the following topics:
  • App Objectives
  • Feature List
  • Finer Details
  • App Requirements Documentation
Here’s the video:

Hope you find it helpful!
Happy CRMing!

How To Update An Opportunity From Opportunity Close And Send An Email on Opportunity Close, Using MS Flows? (No Code Solution)

Hello Readers & Viewers

In this video, i am showing ‘How to send an email with information from Opportunity Close form, using MS Flows?’. This flow will also help you to update opportunities from opportunity close form, it’s the same concept.

Many of you might know that using the native workflow functionality of Dynamics 365 you can’t achieve this; as ‘opportunity close’ is not in the entity list of workflows. Opportunity close is a type of activity and ‘Activities’ are also not available in the workflow entity list except for a few common one’s like calls, email, tasks, appointments etc.

Doesn’t matter, does it?

With Microsoft Flows you can achieve this and you can do things like:

  • Send an email on opportunity close
  • Send an email on opportunity close with information from opportunity close form
  • Update an opportunity from opportunity close form

We used to do all this with a plugin earlier and now its so easy.

Watch the video here:

Hope it helps!

Happy CRMing!

 

Patient Management App

Hello Readers

In this blog, I am going to show you how you can utilise Power Platform and quickly create an app for your clinics. I have used both Canvas and Model driven App. Let’s have a look:

Canvas App

This app is made of 9 screens:

  • Home Screen
    • Patient’s Home Screen
      • Patient Registration Screen
      • Book a Consultation
    • Doctor’s Home Screen
      • My Patients
      • My Consultations
        • Consultation Details
        • Add Prescriptions

Some screenshots from the app:

                                    Home                                          Patients Home 

 

                       Doctors Home                                           Adding Prescription

                      My Consultations                              My Patients

Note: Video coming soon so you can see the entire app working. Keep an eye on YouTube

Features of the app:

  • Allow patient registration at the clinic reception
  • Allow patients to book consultations at the clinic reception
  • Allow Doctors to look at their Consultations for the day
  • Allow Doctors to add prescriptions
  • Allow Doctors to send prescription to patients via email (checkbox)
  • Allow Doctors to send Medical Certificate via email (checkbox)
  • Allow Doctors to send prescription to the pharmacy of patient’s choice (on demand only)

Model Driven App

This app is made of the following components:

Clinic Management (Dashboard)

Screen Shot 2019-09-11 at 1.13.19 pmScreen Shot 2019-09-11 at 1.13.40 pm

Screen Shot 2019-09-11 at 1.13.59 pm

Screen Shot 2019-09-11 at 1.14.13 pm

Patients (Contacts)

Screen Shot 2019-09-11 at 1.18.18 pm

Pharmacies (Accounts)

Drugs & Dosage (Products)

Consultations (Appointments)

Screen Shot 2019-09-11 at 1.15.44 pm

Prescriptions (Custom)

Screen Shot 2019-09-11 at 1.49.49 pm

Features of the app:

  • Track your patients at one place
  • Track the performance of your clinic with dashboards
  • Add medicines to the catalogue on the go
  • Track history of patients prescriptions
  • Store copies of Medical Certificate and prescriptions without scanning (Word Templates)
  • *Extension: Use MS Flows to convert documents to PDF
  • Set up email templates for regular communication with your patients

 

Hope it helps!

Happy CRMing!

 

PowerApps for Business Users & Consultants: Episode 1-Essentials To Get You Started

Hello Readers and Viewers

This is the first episode of my new series ‘PowerApps for Business Users & Consultants’.
The objective of this series is to help get end users and functional consultants start building apps and start working on power platform.

With this aim in mind, I am starting off with the very basics of PowerApps. All my episodes will be from scratch and all basic so everyone watching can understand it.

Here’s the video to get you started:

 

Hope it helps!
Happy CRMing!!

Every PowerApps Formula You Ever Wanted To Know As A Functional Consultant

Hello Readers

This blog is to help fellow consultants to start their journey on PowerApps. We all know how easy it is to put together a screen on Canvas Apps but as and when we need a specific action on it or from it; we fall short of formulas/functions. That’s because we never required these formulas in Model Driven Apps.

But as Business/Functional Consultant, you want to deliver value to your client, make their life easier, Don’t you?

I am sure you do, so here I am providing you with 20 essential functions you must know as a functional consultant. This can be a starting point for you; well, Microsoft is trying hard for Business Users and Functional Consultants to get in the rink of Power Platform. Their learning path is specially designed for Business Users and Functional Consultants, check it out here Learn PowerApps.

All formulas below are simple and easy to understand. You’ll need it in everyday consulting; maybe for pre-sales, maybe for proof of concepts or maybe for a real world app.

1.Default a lookup in next screen based on the record created in previous screen

e.g create a contact first (in screen 1) then set primary contact when creating account (in screen 2)

Set Lookup fields datacardvalue’s ‘defaultselecteditem’ = Edit/New/FormN.LastSubmit

**N=Your form sequence

Picture 1

2.Set a lookup with required display field

Set Lookup fields datacardvalue’s ‘DisplayFields’ = [“Fieldname”]

Picture 1.png

3.Set a lookup with required search field

Set Lookup fields datacardvalue’s ‘SearchFields’ = [“Fieldname”]

Picture 1

4.Set a lookup with multiple search fields

Set Lookup fields datacardvalue’s ‘SearchFields’ = [“Fieldname1”, “Fieldname2”]

Picture 1

5.Nested grid

Filter(ChildEntityName,’LookupFieldName’. ‘PrimaryFieldName’ =ParentEntityGallery.Selected.’PrimaryFieldName’)

See account and contact example below; it shows related contacts of a selected account

Picture 1

6.Set Date/Date & Time to the current date/time

Set Data card ‘default’ = Now()

Picture 1

7.Set Date/Date & Time to current plus:

+30 minutes

Set Data card ‘default’ = Now()+0.5/24

Picture 1

+1 hour

Set Data card ‘default’ = Now()+1/24

+1 Day

Set Data card ‘default’ = Now()+1

+30 Days

Set Data card ‘default’ = Now()+30

Picture 1

8.Change No. of years that can be selected in date picker

Set the Start year and End year in the Date picker (Start and End date)

Set Date Value ‘Start Year’ or ‘End Year’ = Required Year

Picture 1Picture 1

9.Add Years to an End Date, date picker

Set date value Start or End Year = Year(Today())+N

**N=No. of Years

Picture 1 

10.Save a form (on button click) to create a record

Set button OnSelect = SubmitForm.FormN

**N= Sequence of form in your app

Picture 1

11.Save a form to create a record and navigate to a different screen

Set button OnSelect = SubmitForm.FormN;Navigate(ScreenN)

**N=Sequence of form/screen in your app

Picture 1

12.Save a form to create a record and show success message

Set button OnSelect = SubmitForm.FormN;Navigate(ScreenN)

**ScreenN=Your Success Screen

Picture 1

13.Set Camera to store photos in your PowerApps collection

Set Camera Onselect= Collect(colPhoto,CameraN.Photo)

**CameraN=Your Camera Sequence

Picture 1 

14.Set entity image to last photo taken by camera

Set EntityImageDataCard’s Image’s Image = If(IsBlank(CameraN.Photo), Parent.Default, CameraN.Photo)

**CameraN=Your Camera Sequence

Meaning of this function- if cameraN does not have any picture in it (as in you haven’t clicked anything yet) then entity image would take its default value. But if you have clicked a picture; entity image will pick that image.

Picture 1

15.Select a record from a grid

Set Icon’s ‘OnSelect’ = Select(Parent)

Picture 1 

 

16.Open a record from a grid

Set Icon’s ‘OnSelect’ = Select(Parent);Navigate(ScreenN)

ScreenN=View/edit screen

Picture 1 

17.Delete a record on a grid

Set Icon’s ‘OnSelect’ =RemoveIf(datasource, primaryfield = GalleryN.Selected.primaryfield)

Picture 1

18.Setting up a logo on screen

Insert Tab>> Add Image>>Upload>> Resize from properties

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19.Setting up a background image

Insert Tab>> Add Image>>Upload>> Resize>>Send to back

Picture 1

 

20.Rounding an Image

Click on image and set height and width equal

Picture 1

Now set, RadiusTopLeft =RadiusTopRight=RadiusBottomLeft=RadiusBottomRight=ImageN.Height

**Under Advanced on the right of your screen

Picture 1

Those are enough formulas to get you started. 🙂

Hope you find this helpful!

Subscribe to my YouTube

Happy CRMing !!

 

Make A Better First Impression With Visitor Sign In App (PowerApps)

Hello Readers

This is a quick blog to let you know about my give away app. This app will help you in the following:

  1. Tracking visits to specific centre facility
  2. Creating Visitors
  3. Create Visits on your mobile and get rid of your notebook
  4. Market membership and other services to visitors based on visit trends

You no longer need to print or file papers for a visitors sign in or entry. You can even extend it to a level that employees can be informed of the visitor.

Github: https://github.com/diyd365/Visitor-Register-PowerApps-

In order to consume the App, you will need to follow the steps below:

Step 1: Install the Model Driven App solution to your D365 CE environment. This includes:

Entity Views Forms
Contact (OOB) Member/Visitor (Custom) Member Visitor (Custom)
Visits (Custom) Active and Inactive Visits
Facility/Equipment (OOB) All All

One Dashboard- Visitor Management

Screen Shot 2019-08-16 at 2.23.57 pm

Screen Shot 2019-08-16 at 2.25.18 pm

Step 2: Import the PowerApps to your make.powerapps.com environment. This includes:

Screen Components
Entry Screen Visit form
Success Success and Navigate back
New Visitor Contact form

Camera

Profile Pic

Screen Shot 2019-08-16 at 3.22.43 pm

Here’s a short video:

Hope it helps!

Happy CRMing!

Do not create a lead or a contact in Dynamics 365 before you try the Business Card Scanner…

Hi Readers and Viewers

This video is just to show you the ‘Business Card Scanner’ functionality, coming up in Wave 2 release. This was available with AI Builder in canvas apps but with wave 2 we will get this within Dynamics 365.

Note: it’s currently only available for US and EU instances.

Hope it helps!

Happy CRMing!