Tag: #MSDyn365

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!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

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

Hello Readers

christmas

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!

Subscribe to my channel and follow my blog.

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!

#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?

  1. Activity
    • Feed
    • Approvals
  2. Browse
  3. Buttons
  4. Flows
  5. 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!

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!

#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:

  1. Renaming your UI flow
  2. 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!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

#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:

  1. 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.
  2. 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.

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!