Tag: featured

#TGIF Episode 2: Building Your First Flow

Hi Readers and Viewers

In this episode, we will deep dive into Power Automate and will create our first flow. We are also going to see different types of flows available within Power Automate. We will look at the following scenario to create our flow:

Scenario: Assign Territory to a customer based on the ‘Address 1: ZIP/Postal Code’ field in CDS/D365. (Address 1: ZIP/Postal Code is a text field)

Out of the box what’s available: Territories are related to ‘postal codes’ as 1: N relationship. Both Territory and Postal Code are available OOTB in CDS/D365. But on Account form, ZIP/Postal Code is a text field so how do we perform this action without any coding efforts.

Solution before Power Automate (MS Flow): If flow wasn’t there, we would have to create a plugin which will trigger post-operation/ record creation and check the value of ‘Address 1: ZIP/Postal Code’ in the data table of Postal Code and then pick up a related territory to update that territory on account form and the efforts required to that plugin would not be less than 4 hours.

Solution after Power Automate: Thank God it’s Flow! with the help of flow you can achieve the results in 5 minutes or less.

Watch the video here:

Fundraising for Rural Aid Australia- TGIF Shirts, here.

Descriptive blog post here.

Let me know your thoughts!

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#TGIF Episode 1: Getting Started With Microsoft Flow

Hi Readers and Viewers

In this episode of TGIF, we are going to see that how you and me can start our Flow journey. This is a short episodes and will cover the following:

  1. Licensing
  2. Sign up
  3. Start page
    • Enter a process name
    • Check templates
  4. Check out the mobile app
  5. Have you got the reason to use Flows yet?

I have covered licensing very briefly but there’s a lot of history and details about MS Flow licensing here by Jussi: https://jussiroine.com/2019/01/the-comprehensive-licensing-guide-to-microsoft-flow-and-powerapps/

or you can visit https://flow.microsoft.com/en-us/pricing/?currency=AUD for more details

Here’s the video:

Let me know your thoughts!

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Thanks!

Let’s keep sharing!

Mocking Up Genius Bar’s Create Your Style App with PowerApps

Hi Readers and Viewers

This is a short video where I am trying to mockup genius bar’s ‘Create your style’ app/feature. This can help you if you sell product bundles which work together as a bundle only for e,g, tablet and keyboard.

Watch the video here:

Let me know your thoughts!

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Thanks!

Let’s keep sharing!

PowerApps for Business Users & Consultants: Episode 8- Infusing AI in your PowerApps

Hi Readers and Viewers

With this episode, I am concluding my ‘PowerApps for Business Users and Consultants’ series.

In this episode, we are going to look at using AI builder components in our PowerApps.

AI Builder currently has following components in preview:

  1. Business Card Reader
  2. Form Processor
  3. Text Classification
  4. Object Detection
  5. Prediction

We have focussed only on the following two and it’s business use cases:

  1. Business Card Reader
  2. Form Processor

Video here:

We have also talked about, what to do when your trial for AI expires:

Purchase/Extend

What error you see?

We have also talked about where to learn advanced PowerApps while I am thinking of my next series:

Shane Young’s Channel 

Brian Knight from Pragmatic

Thank you so much for all the love and support. I will be back with a new series soon.

Subscribe to my YT channel and follow my blog.

Hope it helps!

Let’s keep sharing!

PowerApps for Business Users & Consultants: Episode 7- Inserting MS Flow as an action in PowerApps

Hi Readers and Viewers

In this episode we will see, how to insert a flow in a PowerApp without having to connect the app with any data source. Some key points below:

  • No data source required for your PowerApp
  • Just create labels and Text inputs on the screen
  • Add a flow
  • Push data to your desired source like excel, sharepoint, D365, CDS

Video here:

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Hope it helps!

Let’s keep sharing!

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!

 

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!