Category: Unified Interface

D365Champs, Dynamics 365, Power Platform, PowerApps, Uncategorized, Unified Interface

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!

D365Champs, Dynamics 365, Power Platform, PowerApps, Quick Tips, Unified Interface

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!

D365Champs, Dynamics 365, featured, PowerApps, Unified Interface

The Secrets of Dynamics 365 Wave 2

Hello Readers and Viewers

In this post/video we are uncovering new features of Dynamics 365 expected to release in October 2019 (Wave 2). Please watch:

Note: The audio got a bit messy in between don’t know the reason; but you’ll understand, I am sure 🙂

Hope it helps!

Happy CRMing!

D365Champs, Dynamics 365, featured, Quick Tips, Unified Interface

How To Use The Invisible ‘Embed Media’ Button On Knowledge Articles To Insert A YouTube Video

Hello Readers and Viewers

In this video I will show you how to embed media in a Knowledge Article. This doesn’t require you to know HTML. (Another No code solution).

Here’s the invisible ‘Embed Media’ button:

Screen Shot 2019-08-10 at 4.16.48 pm.png

Here’s the video for you.

Hope it helps!

Happy CRMing Guys!

Business Process Flow, Dynamics 365, New Features, Unified Interface, V9

Bug! Bug ! Bug ! Can’t resolve a case

Hello Readers

We found a major issue with Unified Interface Business Process Flows. Don’t know if it can be termed as a Bug, but had to make the title catchy 😀

Description- Following are the details:

  • BPF Name: Phone to Case Process
  • Stage: Resolve
  • Field: Resolve Case (Clicking this field opens the case resolution form)
  • Field Values: Mark Complete and Closed

Web Client/Classic UI Behaviour

Following screenshot is from classic UI

Clicking on ‘Resolve Case’ opens the case resolution form, as shown below:

Unified Interface Behaviour

All fields on BPF appear except for ‘Resolve case’ which means you have to the “RESOLVE CASE” button on ribbon.

Alternative: Create a custom field, option set or two options until Microsoft fixes this issue. Trigger the “RESOLVE CASE” button action on change of your custom field.

Note: I did read Dynamics 365 for Customer Engagement Readme But it talks about limitations of Action Steps of BPF and not Data Steps of BPF.

Hope Microsoft will fix it soon.

Happy CRMing!!

#D365 #Dynamics365 #CRM # MSCRM #BusinessProcessFlow #Bug #Microsoft