Tag: #d365 #Dynamics365 #Microsoft #

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!

 

Every PowerApps Formula You Ever Wanted To Know As A Functional Consultant

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

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2.Set a lookup with required display field

Set Lookup fields datacardvalue’s ‘DisplayFields’ = [“Fieldname”]

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3.Set a lookup with required search field

Set Lookup fields datacardvalue’s ‘SearchFields’ = [“Fieldname”]

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4.Set a lookup with multiple search fields

Set Lookup fields datacardvalue’s ‘SearchFields’ = [“Fieldname1”, “Fieldname2”]

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5.Nested grid

Filter(ChildEntityName,’LookupFieldName’. ‘PrimaryFieldName’ =ParentEntityGallery.Selected.’PrimaryFieldName’)

See account and contact example below; it shows related contacts of a selected account

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6.Set Date/Date & Time to the current date/time

Set Data card ‘default’ = Now()

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7.Set Date/Date & Time to current plus:

+30 minutes

Set Data card ‘default’ = Now()+0.5/24

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+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

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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

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9.Add Years to an End Date, date picker

Set date value Start or End Year = Year(Today())+N

**N=No. of Years

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10.Save a form (on button click) to create a record

Set button OnSelect = SubmitForm.FormN

**N= Sequence of form in your app

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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

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12.Save a form to create a record and show success message

Set button OnSelect = SubmitForm.FormN;Navigate(ScreenN)

**ScreenN=Your Success Screen

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13.Set Camera to store photos in your PowerApps collection

Set Camera Onselect= Collect(colPhoto,CameraN.Photo)

**CameraN=Your Camera Sequence

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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.

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15.Select a record from a grid

Set Icon’s ‘OnSelect’ = Select(Parent)

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16.Open a record from a grid

Set Icon’s ‘OnSelect’ = Select(Parent);Navigate(ScreenN)

ScreenN=View/edit screen

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17.Delete a record on a grid

Set Icon’s ‘OnSelect’ =RemoveIf(datasource, primaryfield = GalleryN.Selected.primaryfield)

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18.Setting up a logo on screen

Insert Tab>> Add Image>>Upload>> Resize from properties

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19.Setting up a background image

Insert Tab>> Add Image>>Upload>> Resize>>Send to back

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20.Rounding an Image

Click on image and set height and width equal

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Now set, RadiusTopLeft =RadiusTopRight=RadiusBottomLeft=RadiusBottomRight=ImageN.Height

**Under Advanced on the right of your screen

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Those are enough formulas to get you started. 🙂

Hope you find this helpful!

Subscribe to my YouTube

Happy CRMing !!

 

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!

The Secrets of Dynamics 365 Wave 2

Hello Readers and Viewers

In this post/video we are uncovering new features of Dynamics 365 expected to release in October 2019 (Wave 2). Please watch:

Note: The audio got a bit messy in between don’t know the reason; but you’ll understand, I am sure 🙂

Hope it helps!

Happy CRMing!

How To Use The Invisible ‘Embed Media’ Button On Knowledge Articles To Insert A YouTube Video

Hello Readers and Viewers

In this video I will show you how to embed media in a Knowledge Article. This doesn’t require you to know HTML. (Another No code solution).

Here’s the invisible ‘Embed Media’ button:

Screen Shot 2019-08-10 at 4.16.48 pm.png

Here’s the video for you.

Hope it helps!

Happy CRMing Guys!