Tag: featured

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!

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Thanks!

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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!

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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!

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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!