Category: New Features

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 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:

Subscribe to my YT channel and follow my blog.

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:

Subscribe to my youtube channel and follow my blog.

Hope it helps!

Thanks!

 

 

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!

 

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

Small but useful features Dynamics 365 V9

Multiselect Option Set

You can read about it here: http://dynamicscrmcoe.com/dynamics-365-v9-multi-select-option-set/

But how to import data with multiselect option set is a question and below is the answer:

Taking example of contacts with preferred car, following is a table on how to do it:

Correct format

Sample first Name Sample Last Name Email Mobile Preferred Car
Joe H Joe.h@sample.com +61 467891234 Honda; BMW; Toyota
Andrew Ly Andrew.ly@sample.com +61 467891235 Audi; BMW; Tesla

So, the key is to separate the values by a “;” + space

Incorrect format

Sample first Name Sample Last Name Email Mobile Preferred Car
Joe H Joe.h@sample.com +61 467891234 Honda, BMW;Toyota
Andrew Ly Andrew.ly@sample.com +61 467891235 Audi BMW Tesla

Text Wrap

This is a good one, as now the fields with big labels can be displayed in full J

Currently if we have long text labels, we can’t see the whole text and we must hover as shown below:

1

But if we enable the text wrap settings then we can see the whole text here, as shown below:

2

How to enable the settings? Go to Settings>>Administration>>System Settings>>General Tab>>First Option>>select Yes and click OK

3

Inactivity Timeout

You can now set inactivity timeout for a session along with a warning.

Go to settings>>Administration>>System Settings>>General Tab>>Scroll down>>enter your duration and click OK (as shown in the screenshot below)


4

Hope you find this helpful.

Happy CRMing !