This episode of Power Virtual Agents (PVA) is about how to get started?
This is going to be a short episode as Microsoft makes it easier to build chatbots for people who don’t know programming (like Python), basically for us #thenocodemonkeys. We are covering the following topics:
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.
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 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)
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. 🙂
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:
Sub-grid 2-And it changes to this when you zoom out or change the resolution:
So how can you make sub-grid 2 appear all the time?
Step 1:Go to advanced settings
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”
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.
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.
DIY D365 