Agent, Power Virtual Agent- Episode 3: Understanding Entities

Hello Everyone

Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public

This episode of Power Virtual Agents (PVA) is about understanding ‘Entities’ in PVA.

This is for us #nocodemonkeys to leverage the power platform. Following is covered in the video:

  • Entities in PVA
    • To better understand a user’s intent
    • Think of it as an information unit like age, gender, shirt size, city, post code etc.
    • Prebuilt entities in PVA
    • Custom entities in PVA
  • Creating a custom entity
    • Enter name
    • List method preselected
    • Smart matching
    • Synonyms
  • Entities in a conversation
    • Identify
    • User options
  • Slot filling
    • Extracted values in an object

See you in the next episode.

Hope it helps!

Stay safe!

Agent, Power Virtual Agent- Episode 2: Understanding Topics

Hello Everyone

Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public

This episode of Power Virtual Agents (PVA) is about understanding ‘Topics’ in PVA.

This is for us #nocodemonkeys to leverage the power platform. Following is covered in the video:

  • What are topics?
    • How do you want the conversation to play out is completely dependent on how you are authoring topics. This is the core of your bot.
  • Authoring Topics
    • Create a topic
    • Design the conversation path
    • Trigger phrases
    • Suggest topics
  • Nodes and it’s types
    • Show a message
    • Ask a question
    • End the conversation
    • Call an action
    • Go to another topic
  • System Fallback
    • When your bot is unable to determine the intent of the user

See you in the next episode.

Hope it helps!

Stay safe!

Agent, Power Virtual Agent- Episode 1: Getting Started

Hello Everyone

Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public

This episode of Power Virtual Agents (PVA) is about how to get started?

This is going to be a short episode as Microsoft makes it easier to build chatbots for people who don’t know programming (like Python), basically for us #thenocodemonkeys. We are covering the following topics:

  • What is Power Virtual Agent?
    • Part of Power Platform
    • No code bots
    • Allows SMEs to build a bot
    • Allow bots to take actions
  • Licensing
  • Sign up
  • Navigation
    • Home
    • Topics
    • Entities
    • Analytics
    • Publish
    • Manage

Sign up free or start free for 30 days here

Download Licensing guide here

Start your journey with this episode of Agent, Power Virtual Agent.

See you in the next episode.

Hope it helps!

Stay safe!

Agent, Power Virtual Agent- New Series

Hello DIY Fam

It’s been a while since I made my last video, 3 weeks and 3 days to be precise.

With what’s going on currently in the world, I thought it might be a good time to learn about the new member of Power Platform together. Yes, the Power Virtual Agents. New series coming soon with all new 8 episodes to get you started with PVAs.

Power Virtual Agent is super easy to make, configure and automate which makes it a super smart agent not just for us #nocodemonkeys but everyone. Remember the super smart agent Bond, James Bond yeah that’s how I thought of the name Agent, Power Virtual Agent. First episode coming up next week.

Enjoy the promo here:

Looking forward to it.

Let’s keep sharing!

Dynamics 365 Wave 1 2020 Release|Customer Service

Hi Everyone

Following topics from wave 1 2020 customer service are covered in this video:

Timelines

How to enable wave 1 update?

Customer Service

•Agent productivity enhancements to knowledge capabilities

•Configure case resolution page

•Enhancements in case routing rules

•Enhancements in queue page

•Modern email experience

•New work hour calendar in service scheduling

•Rich text notes and keyword search

•Support for site entity

•Enhancements in SLA

•Automatically create and update records

Download PDF Here from Microsoft

Video here:

Note: 11:55 in the video I missed a queue feature, screenshot below:

Another one I missed, ‘Automatic record creation’- condition builder now allows you to save and open in Power Automate; screenshot below:

Hope it helps!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

Dynamics 365 Wave 1 2020 Release|Sales

Hi Everyone

Following topics from wave 1 2020 sales are covered in this video:

Timelines

How to enable wave 1 update?

Forecasting

•Flexible column modeling

•Support different organizational structure

•Benefit from quota management

•Advanced filtering

•Security modeling to meet business needs

•Forecast adjustments

•Responsive forecasts grid

•Edit participating records inline

•Pipeline visualization •Near real time updates

Licensing

•Sales Team Member

•Customer Service Team Member

•Project Resource Hub

Simplified Experiences

•Enhanced experience for adding products

•Easier Selection of email templates

•Manage activities with ease

•Save standardize PDF documents

•Opportunities in Kanban

Download PDF Here from Microsoft

Video here:

Hope it helps!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

Plot Multiple Map Points In Power Apps (Canvas Apps) with Dynamic Filters

Hi Everyone

In this vlog we will see how to see multiple points/pushpins on a map in canvas app. As always, this is a no code solution and fairly basic.

I have came across this requirement so many times in Dynamics 365 for e.g. show all customers on a map or contacts on a map or even appointments on a map. Many solutions are available for Dynamics 365 CE including add ons like Maplytics. But for canvas app, following issues persists:

  • No map components
  • Static bing/google maps can be inserted by inserting an image and then providing URL
  • Bing or Google maps API is required
  • Hard code latitude and longitude
  • If you want to show more than one push pin, you need to hard code all coordinates
  • You can’t apply dynamic filters on your maps

To me all of the above are not easy to use solution and that’s why I decided to look for something which all our #nocodemonkeys can use. This can be the fastest way you can plot all your customers on a map within canvas apps.

Prerequisites:

  • Access to Power Apps
  • Access to Power BI (Desktop and Web)
  • Super Basic Knowledge of how to create a chart/report in Power BI
  • Basic understanding of Power Apps formulas
  • Entity (accounts/contacts/appointments) must have Latitude and Longitude filled (otherwise it won’t be shown on maps

Note: You can get latitude and longitude by create a flow in Power Automate

Step 1-7 for Power BI and Step 8-12 Power Apps

Step 1: Go to your Power BI Desktop>>Create a connection>>Get data (e.g. Accounts)

Step 2: Once your data is loaded>>click on report icon and then add the visualisation type as shown below:

Step 3: Add data fields

Step 4: Save your Power BI report by clicking on the disk button on top left

Step 5: Login to Power BI web https://app.powerbi.com/

Step 6: Click on ‘Workspace’ in the left navigation and then click reports (this is where you can find the report you created in above steps)

Step 7: Click on the report to open and then click pin visual

Step 8: Login to Power Apps https://make.powerapps.com/ and pick your existing app or create a new canvas app

Step 9: Click Insert then ‘Power BI tile’

Step 10: Select Workspace, Dashboard and Tile

Dynamic Filtering- Step 11 & 12

Step 11: Apply dynamic filtering by adding new components like Text Input or Drop Downs. In my case, I have two drop downs and one text input; names below:

StateDropDown- With 5 values (you can have any values here)

CityDropDown-With 5 values (you can have any values here)

txtPostCode- Text input for ZIP/Postal Code

Step 12: Update the ‘TileURL’ of Power BI tile. Use the following sub-steps based on how many filters you need as it can go to Nth level (I am only showing three)

12a. One field filter

“Power BI TileURL” & If(!IsBlank(txtPostCode.Text),
“&$filter=accounts/address1_postalcode eq ‘” & txtPostCode.Text & “‘”)

12b. Two fields filter

“Power BI TileURL” & If(!IsBlank(txtPostCode.Text),
“&$filter=accounts/address1_postalcode eq ‘” & txtPostCode.Text & “‘”,
!IsBlank(CityDropdown.SelectedText.Value),
“&$filter=accounts/address1_city eq ‘” & CityDropdown.SelectedText.Value & “‘”)

12c. Three fields filter

https://app.powerbi.com/embed?dashboardId=ed06a838-8b0f-4445-a582-1890699df2d3&tileId=401efbc1-2194-4807-a07e-7e89567e49ce&config=eyJjbHVzdGVyVXJsIjoiaHR0cHM6Ly9XQUJJLUFVU1RSQUxJQS1FQVNULUEtUFJJTUFSWS1yZWRpcmVjdC5hbmFseXNpcy53aW5kb3dzLm5ldCJ9” & If(
!IsBlank(txtPostCode.Text),
“&$filter=accounts/address1_postalcode eq ‘” & txtPostCode.Text & “‘”,
!IsBlank(CityDropdown.SelectedText.Value),
“&$filter=accounts/address1_city eq ‘” & CityDropdown.SelectedText.Value & “‘”,
!IsBlank(StateDropdown.SelectedText.Value),
“&$filter=accounts/address1_stateorprovince eq ‘” & StateDropdown.SelectedText.Value & “‘”
)

Note: Screenshot below for better understanding

Result after dynamic filters

Video here:

Hope it helps!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

Sharing my MVP Award with you!

Hi Everyone

A huge thank you to all for supporting me by watching my videos, subscribing to my channel and blog. it couldn’t have been possible without your support and that’s why I decided to share my MVP award with you by unboxing it together.

I received the notification of my award via email on 1st Jan 2020 and I received the actual award kit itself on 20th Jan 2020. Since I wanted to unbox it together with you, I thought I will wait until I can make a video. It was hard to see the box but not be able to open it but I was happy that I am sharing it with you guys.

I shared the news on Linkedin and received 35000+ views on my post and that’s just amazing for me. Follow me on linkedin, twitter and if you’ve not subscribed to my channel, do it now. 🙂

Unboxing video here:

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

The Top 10 Power Automate Community Blogs of 2019

Hi Readers

This list might help you to refer to these blogs when you need it. If you haven’t read it yet, click on the link and read it. I have also provided the URL of Author’s website (just in case you want to check out their awesome work). Please note that my list doesn’t include blogs from MSFT Employees. And is based on no. of maximum views on a blog post per month for e.g. if in January there were 5 blogs (Blog Post 1, Blog Post 2, Blog Post 3, Blog Post 4, Blog Post 5, ) with no. of views 5000, 4000, 3000, 2000, 1000 respectively; I have picked Blog Post 1 as top of that month.

Following are the top 10 by month:

MonthBlog Title No. of ViewsAuthorAuthor’s WebsiteTwitter
January’19Top 5 Microsoft Flow features from the April 2019 release notes 2976Daniel Laskewitz https://www.o365dude.com/ https://twitter.com/laskewitz
February’19Send a summary email of Microsoft Team Channel conversations/posts to all members on a schedule 6473Reza Dorani https://rezadorrani.com/ https://twitter.com/rezadorrani
March’19Create Planner Task and Include Attachments From Outlook Email 17908Alan https://www.alanps1.io/ https://twitter.com/AlanO365
April’19Create Planner Tasks from New SharePoint List Item 5801Laura GB https://hatfullofdata.blog/ https://twitter.com/Laura_GB
May’19How to add a text watermark to a PDF document using Microsoft Flow or Azure Logic Apps 1904Anton Khritonenkov https://medium.com/plumsail https://twitter.com/antonkhrit
June’19Automation Squared using MS Flow and UiPath 5576Yash Agarwal https://www.bythedevs.com/ https://twitter.com/yashagarwal1651
July’19The Four M’s of Microsoft Flow 2031Melissa Hubbard https://melihubb.com/ https://twitter.com/melihubb
August’19Microsoft Flow to Provide Item Level Permission on SharePoint List 2029Siddharth Vaghasia https://siddharthvaghasia.com/ https://twitter.com/siddh_me
September’19Extract data from documents with Microsoft Flow 2439Jay Goodison https://blog.encodian.com/ https://twitter.com/encodian
October’19Microsoft Flow as a Service2199 Yash Agarwal https://www.bythedevs.com/ https://twitter.com/yashagarwal1651
November’19Every Power Automate (MS Flow) Filter Query You Ever Wanted To Know As A Functional Consultant 1871Prashant Shukla https://diyd365.com/ https://twitter.com/DIYD365
December’19Power Automate & To-Do – The Beginning of a Beautiful Relationship2232Sharon Sumner https://power-full.blog/ https://twitter.com/Sharon__Sumner

Hope it helps!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

The Top 5 Most Watched YouTube Videos of DIY D365 in 2019

Hello Readers

christmas

First of all a big thank you for your support in 2019. Please continue supporting.

Following is a list of top 5 videos which you liked and watched the most:

Rank Blog Post Views Hours watched Series
1 The Secrets of Dynamics 365 Wave 2 (preview) 1326 137.8 Previews
2 Episode 5: Easy Power Apps Hacks To Make Your Users Life Easy 2365 123 PowerApps Tutorial
3 TGIF Episode 2: Building Your First Flow (Power Automate) 2293 118 Thank God It’s Flow
4 Episode 6- Embedding Canvas App in Model Driven App 1552 100 PowerApps Tutorial
5 TGIF Episode 3: Most Common ODATA Filter Queries for MS Flow (Power Automate) 2073 100 Thank God It’s Flow

If you’re new here or haven’t watched it yet, click on the link to watch.

A lot of people have reached out to me on the videos asking questions and also how it has helped them; that’s awesome 🙂

Note: No. of views was accurate as at 12/12/2019. Ranking is based on the hours watched on my YT channel.

Thanks for reading!

Subscribe to my channel and follow my blog.