Category: D365Champs

Mocking Up Genius Bar’s Create Your Style App with PowerApps

Hi Readers and Viewers

This is a short video where I am trying to mockup genius bar’s ‘Create your style’ app/feature. This can help you if you sell product bundles which work together as a bundle only for e,g, tablet and keyboard.

Watch the video here:

Let me know your thoughts!

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Thanks!

Let’s keep sharing!

PowerApps for Business Users & Consultants: Episode 8- Infusing AI in your PowerApps

Hi Readers and Viewers

With this episode, I am concluding my ‘PowerApps for Business Users and Consultants’ series.

In this episode, we are going to look at using AI builder components in our PowerApps.

AI Builder currently has following components in preview:

  1. Business Card Reader
  2. Form Processor
  3. Text Classification
  4. Object Detection
  5. Prediction

We have focussed only on the following two and it’s business use cases:

  1. Business Card Reader
  2. Form Processor

Video here:

We have also talked about, what to do when your trial for AI expires:

Purchase/Extend

What error you see?

We have also talked about where to learn advanced PowerApps while I am thinking of my next series:

Shane Young’s Channel 

Brian Knight from Pragmatic

Thank you so much for all the love and support. I will be back with a new series soon.

Subscribe to my YT channel and follow my blog.

Hope it helps!

Let’s keep sharing!

PowerApps & Flow User Group App for Leaders, Hosts, Organisers and Coordinators

Hello Readers and Viewers

As User Group organisers, it becomes difficult for us to track the attendance of participants mostly due to the format of the meeting. In our last week’s UG we were prepared to break the ice and created an app to check in attendees.

Following is what you can do with the app:

  1. Register attendees as members
  2. Update member details
  3. Check In attendees
  4. Draw Raffle (if and when it’s available)

What can you get out of it:

  1. Track the attendance of your members
  2. If members are not regular, send them a survey for what they want to see
  3. Send them a FormsPro survey to get feedback
  4. Keep member details up to date
  5. Instead of drawing raffle the conventional way, use PowerApps

Screens:

Home

IMG_0279

Register Participant

IMG_0281

Update Details and Check In

IMG_0282

Note: Check In form is hidden, so members don’t have to fill in date, UG and their name again

Members List

IMG_0280

Draw Raffle

IMG_0283

Note: Shuffle formula and collection is used for Raffle draw

Data Source: OneDrive (Excel Web)

Tables used: Registered Members and Checked In Members to draw raffle

If you’re a User Group leader and want to use this app; you don’t really have to make any changes except for the connection and start using it. I have uploaded it on github. More instructions on there:

https://github.com/diyd365/UserGroupApp

Watch the youtube demo here:

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

 

 

PowerApps for Business Users & Consultants: Episode 7- Inserting MS Flow as an action in PowerApps

Hi Readers and Viewers

In this episode we will see, how to insert a flow in a PowerApp without having to connect the app with any data source. Some key points below:

  • No data source required for your PowerApp
  • Just create labels and Text inputs on the screen
  • Add a flow
  • Push data to your desired source like excel, sharepoint, D365, CDS

Video here:

Subscribe to my YT channel and follow my blog.

Hope it helps!

Let’s keep sharing!

Managing D365 Security Roles via PowerApps

Hi Readers and Viewers

In this video, we will look at D365 Users and security roles in Canvas App.

Following are some key features of the app:

  • See list of users
  • See list of security roles
  • Assign security role to a user
  • Check security role of a user
  • Go to D365 Advanced Settings from within PowerApps
  • Go to MS Flows from within PowerApps

Here’s the video:

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Hope it helps!

 

PowerApps for Business Users & Consultants: Episode 6- Embedding Canvas App in Model Driven App

Hi Readers and Viewers

In this episode, we are going to look at, How to embed a canvas app into a model driven app.

We talk about the following limitations:

  1. One canvas app per model driven form.
  2. Changes in each app must be published separately to reflect.

We talk about some tips:

  1. Change format of the section of the field where you have enabled canvas app control.
  2. Make the field appear in the middle of section so that your canvas app can get most space.
  3. Rename the display name of the field to something small so that it takes less space.
  4. If you’re adding control to a very important field like ‘Account Name’ maybe add it twice on the form on different location.

We look at different layouts where the app looks better:

  • One column tab
  • Two columns tab
  • Three columns tab

Video here:

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Hope it helps!

Video: Patient Management App

Hi Readers

As promised a few weeks ago, here’s the demo of Patient Management App.

Refer the blog here, if you prefer reading: https://diyd365.com/2019/09/11/patient-management-app/

 

Hope it helps!

PowerApps for Business Users & Consultants: Episode 5-Easy PowerApps Hacks To Make Your Users Life Easy

Hi Readers and Viewers

In this episode we are talking about super easy hacks which will help you in making a user friendly app. Following is what I am talking in the video; I have specified time against each item so I can watch what you want to watch and not the whole video:

  • Pop ups (with conditions) -2:00
  • Launch (website or another app) -8:15
  • Dynamic heading/title -11:10
  • Many to Many relationship galleries (are they any different to filter?) -15:45
  • Relate/Unrelate formulas -17:35
  • Push Notifications to PowerApps users -23:23

**(Dynamic push notifications example on this blog: https://powerapps.microsoft.com/pl-pl/blog/add-push-notification-to-you-app-and-boost-usage-and-retention/)

Video here:

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Hope it helps!

Thanks!

 

 

How To Customise Microsoft Forms Pro Theme? (MS FormsPro)

Hi Guys

This video is part of my quick tip series. In this video we will see the following:
1. Changing theme in Forms Pro
2. How to create custom theme for Forms Pro (with dimensions)?
3. Change colour of the Survey header based on the custom theme
4. Where to get Hex colour codes?

Here’s the video:

Hope it helps!

Colour website: https://htmlcolorcodes.com/

For more such videos subscribe to my channel and follow my blog.

PowerApps for Business Users & Consultants: Episode 4- Building Your First PowerApp

Hi Readers and Viewers

In this episode we are going to build our first app from scratch. This episode is based on a real life scenario to help the residents of a society. The residents will be able to do the following:

  • Service Requests
    • List of ‘My Request’
    • Raise a new request
  • Club Events
    • List of ‘Events’
    • Submit a response
  • Upcoming Payments
    • List of upcoming payments

Your learnings from this session would be:

  1. Adding a Welcome Screen
    • With background and logo icon
    • Making an image clickable
  2. Adding a home screen
    • Adding buttons
    • Renaming buttons
    • Changing OnSelect property of buttons
  3. Adding galleries/list screen
    • Adding Service Request list
      • Filter service requests by logged in user’s email/full name
      • Click a button to open a new service request
      • Click a button to submit a request
      • Click a button to see details of a request
    • Adding Invoice list
      • Click a button to see details
      • Filter on logged in user’s email and due date in future
    • Adding campaign list
      • Click a button to see campaign details
      • One screen for campaign detail and new response form
  4. Reset a form after submission

Video Here:

Subscribe to my channel and follow my blog for more such topics.

Hope it helps!

Happy CRMing!