Tag: #MSDyn365

Dynamics 365, New Features March 6, 2020September 26, 2020

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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Dynamics 365, Power Platform January 2, 2020December 16, 2019

The Top 5 Most Watched YouTube Videos of DIY D365 in 2019

Hello Readers

First of all a big thank you for your support in 2019. Please continue supporting.

Following is a list of top 5 videos which you liked and watched the most:

Rank	Blog Post	Views	Hours watched	Series
1	The Secrets of Dynamics 365 Wave 2 (preview)	1326	137.8	Previews
2	Episode 5: Easy Power Apps Hacks To Make Your Users Life Easy	2365	123	PowerApps Tutorial
3	TGIF Episode 2: Building Your First Flow (Power Automate)	2293	118	Thank God It’s Flow
4	Episode 6- Embedding Canvas App in Model Driven App	1552	100	PowerApps Tutorial
5	TGIF Episode 3: Most Common ODATA Filter Queries for MS Flow (Power Automate)	2073	100	Thank God It’s Flow

If you’re new here or haven’t watched it yet, click on the link to watch.

A lot of people have reached out to me on the videos asking questions and also how it has helped them; that’s awesome 🙂

Note: No. of views was accurate as at 12/12/2019. Ranking is based on the hours watched on my YT channel.

Thanks for reading!

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Dynamics 365, Power Platform, Quick Tips December 30, 2019December 11, 2019

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:

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”

Step 8: Save and then publish

Hope it helps!

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Dynamics 365, Microsoft Flow, Power Platform, TGIF Thank God it's Flow! December 27, 2019December 31, 2019

#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 Flow	Dynamics 365 CE Workflow
No Code SMS Integration https://txtsync.com	Not OOTB
Social Media Integration	Not OOTB
Convert to PDF (Multiple ways available)	Not OOTB
Copy Salesforce Account/Contacts to D365	Not OOTB
Sync email attachements to OneDrive	Not OOTB
Gmail to Dynamics 365 and Dynamics 365 to Google calendar	Not OOTB
Updating 1 to Many relationship records	Not 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:

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Dynamics 365, Microsoft Flow, Power Platform, TGIF Thank God it's Flow! December 20, 2019December 20, 2019

#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?

Activity
- Feed
- Approvals
Browse
Buttons
Flows
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!

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Microsoft Flow, Power Platform, Quick Tips, TGIF Thank God it's Flow! December 18, 2019December 8, 2019

#TGIF Quick Tip on UI Flows (Power Automate, renaming a UI flow)

Hello Readers

This quick tip is part of my Thank God it’s Flow #TGIF series. There are two tips in this post:

Renaming your UI flow
Modifying and removing connections

Renaming your UI Flow: For general flows you just hit on the pencil/edit button and can rename them by clicking on the name at the top as shown below:

Screen Shot 2019-12-08 at 1.41.09 pm.png

This doesn’t work for UI Flows. Instead you have to click on the name and the click the edit button shown in the screenshot below:

Screen Shot 2019-12-08 at 1.35.17 pm.png

Modifying and removing connections:

All connections are available under Data on the left navigation. So if you reach maximum connection limit and are thinking how to delete/remove one. Here is the place. Just click on the ellipses (…) and select an option

Screen Shot 2019-12-08 at 1.36.42 pm.png

Hope it helps!

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Microsoft Flow, Power Platform, TGIF Thank God it's Flow! December 13, 2019December 13, 2019

#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:

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.
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.

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Microsoft Flow, Power Platform, Quick Tips, TGIF Thank God it's Flow! December 11, 2019September 26, 2020

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

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

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.

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’

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%

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.

Step 9: Install On-premise data gateway https://docs.microsoft.com/en-gb/data-integration/gateway/service-gateway-update?WT.mc_id=BA-MVP-5003605

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

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!

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Thanks!

Let’s keep sharing!

Business Process Flow, Microsoft Flow, Power Platform, TGIF Thank God it's Flow! December 6, 2019September 26, 2020

#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)

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?WT.mc_id=BA-MVP-5003605

Immersive vs Original/Non-Immersive

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?WT.mc_id=BA-MVP-5003605

Video here:

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Microsoft Flow, Power Platform, TGIF Thank God it's Flow! November 29, 2019November 30, 2019

#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:

Video here:

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Activity Section

Browse Section

Button Section

Flows Section

Account Section

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

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