Tag: featured

How to fix the subgrid in Dynamics 365 UI?

Hello Readers

This blog is part of my quick tip series and will be short.

if you’re struggling with the responsive subgrid in Dynamics 365 and want to permanently fix it, regardless of the screen resolution/zoom or device; here’s the solution:

Look at the problem first-

Sub-grid 1-You see a sub-grid like this:

1

Sub-grid 2-And it changes to this when you zoom out or change the resolution:

2.png

So how can you make sub-grid 2 appear all the time?

Step 1:Go to advanced settings

3.png

Step 2:Customisations or solutions depending on the need

Step 3:Entity>>Form

Step 4:Double click the sub-grid on the form

Step 5:Click controls

Step 6: Select ” as a control

Step 7: Select ‘Grid only’ under “Reflow behaviour”

4

Step 8: Save and then publish

Hope it helps!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

#TGIF Episode 8: Top Reasons to Use Power Automate (Power Automate vs Dynamics 365 Workflows)

Hi Readers and Viewers

Merry Christmas and a very Happy New Year! Thanks for your support in 2019 🙂

In this video, we will look at the top reasons for you to start using Power Automate. Also, this is the last episode of the series so I thought what’s better than a comparison. If you remember, in my first episode I asked you that have you found your reason to use Power Automate yet? Well, if you haven’t I am giving you the reasons in this episode.

Power Automate FlowDynamics 365 CE Workflow
No Code SMS Integration https://txtsync.com Not OOTB
Social Media IntegrationNot OOTB
Convert to PDF (Multiple ways available)Not OOTB
Copy Salesforce Account/Contacts to D365Not OOTB
Sync email attachements to OneDriveNot OOTB
Gmail to Dynamics 365 and Dynamics 365 to Google calendar Not OOTB
Updating 1 to Many relationship recordsNot OOTB
Update a lookup field from text field
https://diyd365.com/2019/03/12/update-a-lookup-from-a-text-field-no-code-solution/
Not OOTB
Update opportunity/order/quote from opportunity/order/quote close forms
https://diyd365.com/2019/09/13/how-to-update-an-opportunity-from-opportunity-close-and-send-an-email-on-opportunity-close-using-ms-flows-no-code-solution/
Not OOTB

Everything in the list above is in context of Dynamics 365. Out of the box (OOTB) Dynamics 365 workflows can’t do any of the above. You will have to create a custom workflow (#code) or a plugin (#code).

Hope I have given you reasons to start working on Power Automate.

Video here:

Fundraising for Rural Aid Australia- TGIF Shirts, here.

Let me know your thoughts!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

#TGIF Episode 7: Using Power Automate (Microsoft Flow) Mobile App To Build A Flow

Hi Readers and Viewers

In this blog & video, we will look at the ease of using ‘Power Automate’ Mobile App.

First half of the blog talks about the app structure and components/features available (Almost everything is available)

Second half of the blog includes a video where I am demonstrating the app and also create a Flow via Power Automate Mobile App.

Download the app from apple store https://apps.apple.com/au/app/power-automate/id1094928825

Download the app from google play store https://play.google.com/store/apps/details?id=com.microsoft.flow&hl=en

First up, what’s available in the mobile app?

  1. Activity
    • Feed
    • Approvals
  2. Browse
  3. Buttons
  4. Flows
  5. Account

Activity Section

Feed tab

  • You can check the sessions of your Flows here.
  • You can check any notifications you received here.

Approvals tab

  • You can check the approvals list here

Browse Section

Browse Templates by Services

  • Browse by services like Excel, OneDrive etc.

Browse Templates by Categories

  • Browse by categories like mobile, featured, collect data etc.

Button Section

  • All your on-demand flows triggering on a button click are here or can be created from here

Flows Section

  • All your flows will be visible here along with the last run status.
  • All your button flows or on-demand flows will be visible here as well
  • You can click on the flow to perform the following actions:
    • Enable/Disable flow
    • Edit/Modify flow
    • Check owners/Share flow
    • Run history of the flow
    • Save as
    • Delete the flow

Account Section

  • This is where all the settings for your Power Automate App/Account are available. Following actions can be performed here:
    • Select/Change Environment
    • Help and Support
      • Learn
      • Contact Support (Support.microsoft.com)
      • Suggest a Feature (Powerusers Power Automate idea page)
    • About
      • Version
      • License Terms
      • Third Party notices
    • Privacy
      • Privacy (privacy.microsoft.com)
      • Send usage data (yes/no)
    • Give feedback
      • How was your experience?
      • Contact Support
        • Visit community
        • Open support ticket

Video on using the app here:

Hope you find it helpful!

Fundraising for Rural Aid Australia- TGIF Shirts, here.

Let me know your thoughts!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

#TGIF Episode 6: UI Flows (RPA) in Power Automate (Both desktop & web app)

Hello Readers and Viewers

In this episode we will learn about the business use cases of robotic process automation or UI Flows. If you want to learn about setting up UI flows, please read this post https://diyd365.com/2019/12/11/everything-you-need-to-run-a-ui-flow-power-automate

We will look at both desktop and web app.

I have taken two business scenarios:

  1. Automation Testing of Dynamics 365– As a functional consultant and business user, we always perform unit testing manually. So I will demonstrate a scenario where we can automate it with the help of UI Flows. Our test scenario is; As a salesperson, I must be able to login to MS Dynamics 365 with office credentials and be able to create a customer/account.
  2. MYOB AccountRight integration with Dynamics 365– As a functional consultant and business user I don’t know a straight forward integration between MYOB and Dynamics 365. So I will demonstrate that whenever you create an invoice in Dynamics 365, UI Flow will create a customer and then invoice in MYOB AccountRight.

Video here:

I hope both my scenarios add some value to your business and daily work life. You can obviously extend it to any level.

Fundraising for Rural Aid Australia- TGIF Shirts, here.

Let me know your thoughts!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

 

 

 

Everything you need, to run a UI Flow (Power Automate)

Hello Readers

In this post I will take you through the setup required to run a UI Flow (Robotic Process Automation) RPA. Now you might not need it if you running your flow manually and it is not triggered by a button, event etc.

Step 1: Log on to flow.microsoft.com

Screen Shot 2019-12-08 at 12.11.41 pm.png

Step 2: Go to My Flows>>UI Flows (tab)

Screen Shot 2019-12-08 at 12.12.20 pm.png

Step 3: Get a CDS subscription

If you don’t have a CDS subscription yet, you need to get it to be able to create UI flows.

Step 4: Once you’ve got the CDS subscription, you will be able to create a UI flow by clicking on ‘+New’ at the top or ‘Create a UI Flow’ at the bottom of your screen.

Screen Shot 2019-12-08 at 12.16.33 pm.png

Step 5: Select an app to create your UI Flow. There are two types of app present, you can select based on what you want to automate.

Desktop App: Example- if I want to automate customer creation in MYOB AccountRight (Accounting Application)

Web App: Example- if I want to automate account creation in Dynamics 365 Customer Engagement

Select your UI app and click ‘Next’

Screen Shot 2019-12-08 at 12.23.41 pm

Step 6: Download the UI Flows Installer and run it

6a. UI flow installer here https://go.microsoft.com/fwlink/?linkid=2102613

6b. Activate UI flow browser extension

6c. Install Selenium IDE https://go.microsoft.com/fwlink/?linkid=2107665

That’s all you need to get started.

Note: The above steps are complete if you are running UI flow manually every time

Run a UI flow from a button, business process flow or an event

To do this, you will have to follow additional set up steps:

Note: This would differ based on which app you’ve selected desktop or web but you would not need any other steps than the one mentioned below. For web app, you will be asked to select a browser from Edge chromium or google chrome.

Step 7: Create another Flow from which you want to trigger UI flow (or include Ui flow as a step in there)

Step 8: Connection

When you add the UI flow step, you will be asked about connection with following attributes:

Connection name: Name it anything logical

Username: “domain/name” this is the username of your machine/laptop. Just in case you’re using a personal laptop and don’t know about your domain name or username, you can check it by going windows start button and type cmd. Next type %username%

Screen Shot 2019-12-08 at 12.52.55 pm.png

Password: This is your machine’s/laptops password

Gateway: Click on new gateway if you’ve not created one yet and move to Step 9.

Screen Shot 2019-12-08 at 12.59.48 pm.png

Step 9: Install On-premise data gateway https://docs.microsoft.com/en-gb/data-integration/gateway/service-gateway-update

Email, username and password while setting this up would be the same which you used to login to flow.microsoft.com (in most cases). This will establish your connection with azure

Make sure that assign permissions  to ‘NT Service\PBIEgwService’  for this folder/path C:\Windows\ServiceProfiles\PBIEgwService\Documents\Power BI Desktop\Custom Connectors

Screen Shot 2019-12-08 at 12.45.04 pm

As of today, that’s all you need to run a UI flow. This feature is still in preview so please expect enhancements and changes.

If you want to see how to make a UI Flow, please stay tuned as I will release a video soon.

Hope it helps!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

 

#TGIF Episode 5: Business Process Flows in Power Automate

Hello Readers and Viewers

In this episode we will try to understand all about  Business Process Flows (BPFs). Let’s first look at types of Flow available in Power Automate:

  • Flow
    • Team Flow (when you share a flow)
  • Business Process Flow
    • Immersive
    • Non-Immersive/Original/Old
  • UI Flow (RPA)

Screen Shot 2019-11-30 at 2.20.04 pm.png

What are Business Process Flows?

Business process flows provide a guide for people to get work done. They provide a streamlined user experience that leads people through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind. This user experience can be tailored so that people with different security roles can have an experience that best suits the work they do.

Source: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/business-process-flows-overview

Immersive vs Original/Non-Immersive

Screen Shot 2019-11-30 at 2.23.44 pm.png

Creating Business Process Flows for Model Driven Apps

BPF in Dynamics 365 Part I

BPF in Dynamics 365 Part II

Adding BPFs in a Model Driven App

https://docs.microsoft.com/en-us/powerapps/maker/model-driven-apps/add-edit-app-components

Video here:

Fundraising for Rural Aid Australia- TGIF Shirts, here.

Let me know your thoughts!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

#TGIF Episode 4: Understanding ‘Scope’ in Flows (Power Automate)

Hello Readers and Viewers

In this episode we will try to understand ‘Scope’ in flows. This is a comparatively short episode as I have used visuals to explain scope.

Scope is available in following categories:

  • User
  • Business Unit
  • Parent Child Business Unit
  • Organisation
  • Custom (Yes, you can enter a custom value)

Dynamics 365 people, does it reminds you of something? Yes, you guessed it right. This is coming from scope of native D365 workflows. But in Power Automate scope is only available if you’re using Common Data Services (CDS) as a data connection. I am providing some screenshots below which might help:

Screen Shot 2019-11-23 at 10.34.04 amScreen Shot 2019-11-23 at 10.35.14 amScreen Shot 2019-11-23 at 10.37.06 amScreen Shot 2019-11-23 at 10.38.26 am

Video here:

Fundraising for Rural Aid Australia- TGIF Shirts, here.

Let me know your thoughts!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!