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:
We used to do all this with a plugin earlier and now its so easy.
Watch the video here:
Hope it helps!
Happy CRMing!
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:
This app is made of 9 screens:
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
This app is made of the following components:
Hope it helps!
Happy CRMing!
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!!
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
2.Set a lookup with required display field
Set Lookup fields datacardvalue’s ‘DisplayFields’ = [“Fieldname”]
3.Set a lookup with required search field
Set Lookup fields datacardvalue’s ‘SearchFields’ = [“Fieldname”]
4.Set a lookup with multiple search fields
Set Lookup fields datacardvalue’s ‘SearchFields’ = [“Fieldname1”, “Fieldname2”]
5.Nested grid
Filter(ChildEntityName,’LookupFieldName’. ‘PrimaryFieldName’ =ParentEntityGallery.Selected.’PrimaryFieldName’)
See account and contact example below; it shows related contacts of a selected account
6.Set Date/Date & Time to the current date/time
Set Data card ‘default’ = Now()
7.Set Date/Date & Time to current plus:
+30 minutes
Set Data card ‘default’ = Now()+0.5/24
+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
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
9.Add Years to an End Date, date picker
Set date value Start or End Year = Year(Today())+N
**N=No. of Years
10.Save a form (on button click) to create a record
Set button OnSelect = SubmitForm.FormN
**N= Sequence of form in your app
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
12.Save a form to create a record and show success message
Set button OnSelect = SubmitForm.FormN;Navigate(ScreenN)
**ScreenN=Your Success Screen
13.Set Camera to store photos in your PowerApps collection
Set Camera Onselect= Collect(colPhoto,CameraN.Photo)
**CameraN=Your Camera Sequence
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.
15.Select a record from a grid
Set Icon’s ‘OnSelect’ = Select(Parent)
16.Open a record from a grid
Set Icon’s ‘OnSelect’ = Select(Parent);Navigate(ScreenN)
ScreenN=View/edit screen
17.Delete a record on a grid
Set Icon’s ‘OnSelect’ =RemoveIf(datasource, primaryfield = GalleryN.Selected.primaryfield)
18.Setting up a logo on screen
Insert Tab>> Add Image>>Upload>> Resize from properties
19.Setting up a background image
Insert Tab>> Add Image>>Upload>> Resize>>Send to back
20.Rounding an Image
Click on image and set height and width equal
Now set, RadiusTopLeft =RadiusTopRight=RadiusBottomLeft=RadiusBottomRight=ImageN.Height
**Under Advanced on the right of your screen
Those are enough formulas to get you started. 🙂
Hope you find this helpful!
Subscribe to my YouTube
Happy CRMing !!
Hello Readers
This is a quick blog to let you know about my give away app. This app will help you in the following:
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
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 |
Here’s a short video:
Hope it helps!
Happy CRMing!
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!
