Tag: #ai

D365Champs, Power Platform, PowerApps

Managing D365 Security Roles via PowerApps

Hi Readers and Viewers

In this video, we will look at D365 Users and security roles in Canvas App.

Following are some key features of the app:

  • See list of users
  • See list of security roles
  • Assign security role to a user
  • Check security role of a user
  • Go to D365 Advanced Settings from within PowerApps
  • Go to MS Flows from within PowerApps

Here’s the video:

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Hope it helps!

 

D365Champs, New Features, Power Platform, PowerApps

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:

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Hope it helps!

D365Champs, Dynamics 365, Power Platform, 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!

D365Champs, Power Platform, PowerApps

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!

D365Champs, Power Platform, PowerApps

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!
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!