Tag: featured

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:

Subscribe to my YT channel and follow my blog.

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:

Subscribe to my YT channel and follow my blog.

Hope it helps!

PowerApps for Business Users & Consultants: Episode 5-Easy PowerApps Hacks To Make Your Users Life Easy

Hi Readers and Viewers

In this episode we are talking about super easy hacks which will help you in making a user friendly app. Following is what I am talking in the video; I have specified time against each item so I can watch what you want to watch and not the whole video:

  • Pop ups (with conditions) -2:00
  • Launch (website or another app) -8:15
  • Dynamic heading/title -11:10
  • Many to Many relationship galleries (are they any different to filter?) -15:45
  • Relate/Unrelate formulas -17:35
  • Push Notifications to PowerApps users -23:23

**(Dynamic push notifications example on this blog: https://powerapps.microsoft.com/pl-pl/blog/add-push-notification-to-you-app-and-boost-usage-and-retention/)

Video here:

Subscribe to my youtube channel and follow my blog.

Hope it helps!

Thanks!

 

 

PowerApps for Business Users & Consultants: Episode 4- Building Your First PowerApp

Hi Readers and Viewers

In this episode we are going to build our first app from scratch. This episode is based on a real life scenario to help the residents of a society. The residents will be able to do the following:

  • Service Requests
    • List of ‘My Request’
    • Raise a new request
  • Club Events
    • List of ‘Events’
    • Submit a response
  • Upcoming Payments
    • List of upcoming payments

Your learnings from this session would be:

  1. Adding a Welcome Screen
    • With background and logo icon
    • Making an image clickable
  2. Adding a home screen
    • Adding buttons
    • Renaming buttons
    • Changing OnSelect property of buttons
  3. Adding galleries/list screen
    • Adding Service Request list
      • Filter service requests by logged in user’s email/full name
      • Click a button to open a new service request
      • Click a button to submit a request
      • Click a button to see details of a request
    • Adding Invoice list
      • Click a button to see details
      • Filter on logged in user’s email and due date in future
    • Adding campaign list
      • Click a button to see campaign details
      • One screen for campaign detail and new response form
  4. Reset a form after submission

Video Here:

Subscribe to my channel and follow my blog for more such topics.

Hope it helps!

Happy CRMing!

How to change the name of your PowerApps? (Renaming your app)

Hi Guys

In this video we are looking at a quick tip; that tells us how to change the name of your PowerApps. You must have seen the error if you’ve tried to change the name from the screen when you are editing an app.

For more PowerApps tips and tricks, subscribe to my channel and follow my blog.

Here’s the video:

Thanks for reading and watching.

Hope it helps!

PowerApps for Business Users & Consultants: Episode 3- Everyday Formulas

Hi Readers and Viewers
In this episode we talk about the most common formulas you would need to build your app. I am calling it everyday formulas.

Here’s the video:

Hope you find it helpful!
Happy CRMing!

PowerApps for Business Users & Consultants: Episode 2- Requirement Gathering

Hi Readers and Viewers
In this episode we talk about ‘How requirement gathering can help you build a successful app?’ We will touch upon the following topics:
  • App Objectives
  • Feature List
  • Finer Details
  • App Requirements Documentation
Here’s the video:

Hope you find it helpful!
Happy CRMing!

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!

 

Patient Management App

Hello Readers

In this blog, I am going to show you how you can utilise Power Platform and quickly create an app for your clinics. I have used both Canvas and Model driven App. Let’s have a look:

Canvas App

This app is made of 9 screens:

  • Home Screen
    • Patient’s Home Screen
      • Patient Registration Screen
      • Book a Consultation
    • Doctor’s Home Screen
      • My Patients
      • My Consultations
        • Consultation Details
        • Add Prescriptions

Some screenshots from the app:

                                    Home                                          Patients Home 

 

                       Doctors Home                                           Adding Prescription

                      My Consultations                              My Patients

Note: Video coming soon so you can see the entire app working. Keep an eye on YouTube

Features of the app:

  • Allow patient registration at the clinic reception
  • Allow patients to book consultations at the clinic reception
  • Allow Doctors to look at their Consultations for the day
  • Allow Doctors to add prescriptions
  • Allow Doctors to send prescription to patients via email (checkbox)
  • Allow Doctors to send Medical Certificate via email (checkbox)
  • Allow Doctors to send prescription to the pharmacy of patient’s choice (on demand only)

Model Driven App

This app is made of the following components:

Clinic Management (Dashboard)

Screen Shot 2019-09-11 at 1.13.19 pmScreen Shot 2019-09-11 at 1.13.40 pm

Screen Shot 2019-09-11 at 1.13.59 pm

Screen Shot 2019-09-11 at 1.14.13 pm

Patients (Contacts)

Screen Shot 2019-09-11 at 1.18.18 pm

Pharmacies (Accounts)

Drugs & Dosage (Products)

Consultations (Appointments)

Screen Shot 2019-09-11 at 1.15.44 pm

Prescriptions (Custom)

Screen Shot 2019-09-11 at 1.49.49 pm

Features of the app:

  • Track your patients at one place
  • Track the performance of your clinic with dashboards
  • Add medicines to the catalogue on the go
  • Track history of patients prescriptions
  • Store copies of Medical Certificate and prescriptions without scanning (Word Templates)
  • *Extension: Use MS Flows to convert documents to PDF
  • Set up email templates for regular communication with your patients

 

Hope it helps!

Happy CRMing!