Category: PowerApps

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:

Subscribe to my youtube channel and follow my blog.

Hope it helps!

Thanks!

 

 

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!

How to change the name of your PowerApps? (Renaming your app)

Hi Guys

In this video we are looking at a quick tip; that tells us how to change the name of your PowerApps. You must have seen the error if you’ve tried to change the name from the screen when you are editing an app.

For more PowerApps tips and tricks, subscribe to my channel and follow my blog.

Here’s the video:

Thanks for reading and watching.

Hope it helps!

PowerApps for Business Users & Consultants: Episode 3- Everyday Formulas

Hi Readers and Viewers
In this episode we talk about the most common formulas you would need to build your app. I am calling it everyday formulas.

Here’s the video:

Hope you find it helpful!
Happy CRMing!

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!