Tag: #MSDyn365

Populating ‘Item Link’ In Approvals (Power Automate/MS Flow)

Hi Readers

This is a quick tip on how to generate a link to the item you want to be approved.

Scenario: Whenever a quote is created a approval request must be sent out with a link/URL of quote to be approved.

Problem: “Item Link” field only shows the GUID of the quote

There’s no URL field for selection so you select the Unique Identifier of the quote, thinking it might work.
Approval looks like this so you can’t go to the actual item from here.

Solution: Combine the URL of your model driven app (prefix) and record GUID (suffix)

Model driven app’s URL and unique identifier of quote/record. This works.
This is how your approval form looks, click on the link to check the actual approval item/record.

Hope it helps!

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#TGIF Episode 3: Most Common ODATA Filter Queries

Hi Readers and Viewers

This episode is to summarise my blog post “Every Power Automate Filter Query You Ever Wanted To Know“.

We will look at the following combinations of ODATA queries:

Contains and does not contains for text fields

Contains and does not contains for Option Sets

  1. Is blank and is not blank
  2. Contains with OR/AND conditions
  3. Check two or more option set values
  4. Starts with/Ends with
  5. Greater than/Less than
  6. Greater than or equal to/Less than or equal to

Video here:

Fundraising for Rural Aid Australia- TGIF Shirts, here.

Let me know your thoughts!

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Every Power Automate (MS Flow) Filter Query You Ever Wanted To Know As A Functional Consultant

Hello Readers

This blog is to help fellow consultants to start their journey on Power Automate. We all know how easy it is to create a flow (Watch #TGIF Episode 2 here, if not already).

I am sure as a Business user or a functional consultant, you must have had a situation where you needed someone technical to complete your flow. Most of this bottleneck is because as non-technical people we don’t know what ‘ODATA Query’ is?

Coming from Dynamics 365 background, I never required such filters for native workflows of D365. But here we are moving forward and learning together to be able to work with Flows.

This post will talk about the following two filter types you need while building a flow:

  1. ODATA filter query
  2. Filter array

Before we commence with the filters, i will try to explain you the components of ODATA filter query:

1.Field or Column Name 2.Operator 3.Field value you want to check/filter

Sequence: In most queries the sequence of the components remains like ‘fieldname operator fieldvalue’ but in some cases like contains/does not contains sequence and structure changes to ‘operator(fieldname,’fieldvalue’)’

A few operators: 

Operator Description
eq Equal to
ne Not equal to
contains contains
not contains Does not contains
gt Greater than
lt Less than
ge Greater than or equal to
le Less than or equal to
and And
or Or
startswith Start with the specified value
endswith End with the specified value

ODATA filter query

1.Contains for text fields

This one is for text fields like Topic, Subject, Phone, City, Street 1 etc.

Filter query= contains(textfieldschemaname,’value’)

e.g. if I have to check whether the ‘Subject/Topic’ of a Lead record contains ‘New’ in it; my filter would be contains(subject,’new’)

Screen Shot 2019-11-16 at 1.14.33 pm

2. Does not contains for text fields

This one is for text fields like Topic, Subject, Phone, City, Street 1 etc.

Filter query= not contains(textfieldschemaname,’value’)

e.g. if I have to check that the ‘Subject/Topic’ of a Lead record does not contains ‘New’ in it; my filter would be not contains(subject,’new’)Screen Shot 2019-11-16 at 1.15.24 pm.png

3.Contains data (Is not blank)

This one is for both text and option set fields

Filter query= textfieldschemaname ne null

Filter query= optionsetfieldschemaname ne null

e.g. if I have to filter where ‘Job title’  contains data or is not blank; my filter would be jobtitle ne null

e.g. if I have to filter where ‘Rating’  contains data or is not blank; my filter would be leadqualitycode ne null

4. Does not contains data (Is blank)

This one is for both text and option set fields

Filter query= textfieldschemaname eq null

Filter query= optionsetfieldschemaname eq null

e.g. if I have to filter where ‘Job title’  does not contains data or is blank; my filter would be jobtitle eq null

e.g. if I have to filter where ‘Rating’  does not contains data or is blank; my filter would be leadqualitycode eq null

5.Contains for option sets

This one is for option set fields like Rating, Lead Source, Industry, Type etc.

Filter query= optionsetfieldschemaname eq optionsetnumericvalue

e.g. if I have to filter lead’s with rating ‘Hot’ (value =1); my filter would be leadqualitycode eq 1

Note: As per my understanding, you can’t check option set label in ODATA filter but you can in filter array.

6.Does not contains for option sets

This one is for option set fields like Rating, Lead Source, Industry, Type etc.

Filter query= optionsetfieldschemaname ne optionsetnumericvalue

e.g. if I have to filter lead’s with rating ‘Hot’ (value =1); my filter would be leadqualitycode ne 1

7.Contains with ‘OR’ on same field

Filter query= contains(field1name,’value1′) or contains(field1name,’value2′)

Filter query= optionsetfieldname1 eq optionsetnumericvalue1 or optionsetfieldname1 eq optionsetnumericvalue2

e.g. if I have to filter where ‘Job title’  contains ‘Manager’ or ‘Consultant’; my filter would be contains(jobtitle,’manager’) or contains(jobtitle,’consultant’)

e.g. if I have to filter where ‘Rating’  contains either ‘Hot’ or ‘Warm’ data; my filter would be leadqualitycode eq 1 or leadqualitycode eq 2

8. Contains with ‘AND’ on same  text field

Filter query= contains(textfield1name,’value1′) and contains(textfield1name,’value2′)

e.g. if I have to filter where ‘Topic’  contains ‘New’ and ‘Interested’; my filter would be contains(subject,’new’) and contains(subject,’interested’)

9.Filter an option set checking two or more values

Filter query= optionsetfieldname1 eq optionsetnumericvalue1 or optionsetfieldname1 eq optionsetnumericvalue2

e.g. if I have to filter where ‘Rating’  contains either ‘Hot’ or ‘Warm’ data; my filter would be leadqualitycode eq 1 or leadqualitycode eq 2

Screen Shot 2019-11-16 at 1.16.25 pm.png

10. Filter by checking two different option sets

Filter query= optionsetfieldname1 eq optionsetnumericvalue1 or optionsetfieldname2 eq optionsetnumericvalue2

e.g. if I have to filter leads where ‘Rating’  contains ‘Hot’ and  ‘Lead Source’ contains ‘Advertisement’; my filter would be leadqualitycode eq 1 and leadsourcecode eq 1

Screen Shot 2019-11-16 at 1.17.15 pm

11.Starts with/Begins with

This is for text fields only

Filter query=startswith(fieldname,’startvalue’)

e.g. if I have to filter all Australian leads , I will look at ‘Business Phone’ starts with country code +61; my filter would be startswith(telephone1,’+61′)

e.g. if I have to filter leads from  Australia or New Zealand, I will look at ‘Business Phone’ starts with country code +61 or +64; my filter would be startswith(telephone1,’+61′) or startswith(telephone1,’+64′)

e.g. if I have to filter leads having ‘Business Phone’  from Australia but ‘Mobile Phone’ from New Zealand, I will look at ‘Business Phone’ starts with country code +61 and +64; my filter would be startswith(telephone1,’+61′) and startswith(mobilephone,’+64′)

12.Ends with

This is for text fields only

Filter query=endswith(fieldname,’endvalue’)

e.g. if I have to filter all leads where ‘Website’ ends with ‘.org’; my filter would be endswith(websiteurl,’org’)

e.g. if I have to filter all leads where ‘Website’ either ends with ‘.org’ or ‘.com’; my filter would be endswith(websiteurl,’org’) or endswith(websiteurl,’com’)

e.g. if I have to filter all leads where ‘Website’ ends with ‘.org’ and email ends with ‘.com’; my filter would be endswith(websiteurl,’org’) and endswith(emailaddress1,’com’)

13.Greater than

This is for Numbers and date fields only

Filter query=datefield gt ‘specificdate’

Filter query=datetimefield gt ‘specificdatetime’

Filter query=numberfield gt specificnumber              (No, ” here)

e.g. if I have to filter leads created after 10th August 2019

createdon gt ’10/08/2019′

e.g. if I have to filter leads created after 5AM on 10th August 2019; my filter would be

createdon gt ’10/08/2019 05:00′

e.g. if I have to filter leads created after 5:30AM on 10th August 2019; my filter would be

createdon gt ’10/08/2019 05:30′

Screen Shot 2019-11-16 at 1.18.15 pm.png

e.g. if I have to filter leads created after 5PM on 10th August 2019; my filter would be

createdon gt ’10/08/2019 17:00′

e.g.if I have to filter leads created after 5:30PM on 10th August 2019; my filter would be

createdon gt ’10/08/2019 17:30′

e.g. if I have to filter leads where annual revenue is more than $2000000

revenue gt 2000000 

e.g. if I have to filter leads where annual revenue is more than $2000000 and number of employees is more than 500

revenue gt 2000000 and numberofemployees gt 500

Screen Shot 2019-11-16 at 1.12.15 pm

14.Less than

This is for Numbers and date fields only

Filter query=datefield lt ‘specificdate’

Filter query=datetimefield lt ‘specificdatetime’

Filter query=numberfield lt specificnumber              (No, ” here)

e.g. if I have to filter leads created before 10th August 2019

createdon lt ’10/08/2019′

e.g. if I have to filter leads created before 5AM on 10th August 2019; my filter would be

createdon lt ’10/08/2019 05:00′

e.g. if I have to filter leads created before 5:30AM on 10th August 2019; my filter would be

createdon lt ’10/08/2019 05:30′

e.g. if I have to filter leads created before 5PM on 10th August 2019; my filter would be

createdon lt ’10/08/2019 17:00′

e.g.if I have to filter leads created before 5:30PM on 10th August 2019; my filter would be

createdon lt ’10/08/2019 17:30′

e.g. if I have to filter leads where annual revenue is less than $2000000

revenue lt 2000000 

e.g. if I have to filter leads where annual revenue is less than $2000000 and number of employees is less than 500

revenue lt 2000000 and numberofemployees lt 500

15.Less than or equal to and Greater than or equal to

This is for Numbers and date fields only

Filter query=datefield ge ‘specificdate’

Filter query=datetimefield ge ‘specificdatetime’

Filter query=numberfield ge specificnumber              (No, ” here)

Filter query=datefield lt ‘specificdate’

Filter query=datetimefield le ‘specificdatetime’

Filter query=numberfield le specificnumber              (No, ” here)

e.g. if I have to filter leads created after or on 10th August 2019

createdon ge ’10/08/2019′

e.g. if I have to filter leads created after or at 5AM on 10th August 2019; my filter would be

createdon ge ’10/08/2019 05:00′

e.g. if I have to filter leads created after or at 5:30AM on 10th August 2019; my filter would be

createdon ge ’10/08/2019 05:30′

e.g. if I have to filter leads created after or at 5PM on 10th August 2019; my filter would be

createdon ge ’10/08/2019 17:00′

e.g.if I have to filter leads created after or at 5:30PM on 10th August 2019; my filter would be

createdon ge ’10/08/2019 17:30′

e.g. if I have to filter leads where annual revenue is more than or equal to $2000000

revenue ge 2000000 

e.g. if I have to filter leads where annual revenue is more than or equal to $2000000 and number of employees is more than or equal to 500

revenue ge 2000000 and numberofemployees ge 500

e.g. if I have to filter leads created before or on 10th August 2019

createdon le ’10/08/2019′

e.g. if I have to filter leads created before or at 5AM on 10th August 2019; my filter would be

createdon le ’10/08/2019 05:00′

e.g. if I have to filter leads created before or at 5:30AM on 10th August 2019; my filter would be

createdon le ’10/08/2019 05:30′

e.g. if I have to filter leads created before or at 5PM on 10th August 2019; my filter would be

createdon ge ’10/08/2019 17:00′

e.g.if I have to filter leads created before or at 5:30PM on 10th August 2019; my filter would be

createdon ge ’10/08/2019 17:30′

e.g. if I have to filter leads where annual revenue is less than or equal to $2000000

revenue ge 2000000 

e.g. if I have to filter leads where annual revenue is less than or equal to $2000000 and number of employees is less than or equal to 500

revenue le ‘2000000’ and numberofemployees le 500

e.g. if I have to filter leads where annual revenue is less than or equal to $2000000 and number of employees is more than or equal to 500

revenue le ‘2000000’ and numberofemployees ge 500

Filter array

These are very much similar to what we get in D365 native workflows except for puttin the value ourselves.

1.Option set label

Select the label field dynamically and not the value field. Then specify your label value on the right.

Screen Shot 2019-11-16 at 1.25.11 pm

Screen Shot 2019-11-16 at 1.24.00 pm

2. Option set value

Select the value field dynamically and not the label field. Then specify your option set value on the right.

Screen Shot 2019-11-16 at 1.29.06 pm

3. Text fields

This one is for text fields like Topic, Subject, Phone, City, Street 1 etc.

Screen Shot 2019-11-16 at 1.30.32 pm.png

4. Number and date fields

This is for number and date fields.

Screen Shot 2019-11-16 at 1.32.31 pm.png

Screen Shot 2019-11-16 at 1.33.25 pm.png

Those are enough filters to get you started. 🙂

Hope you find this helpful!

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Let’s keep sharing!

New Series #TGIF, Thank God It’s Flow

Hi Readers and Viewers

Thanks for your support!

As promised, I am coming up with a new series #TGIF. It took some time to decide upon a name. I will be releasing episodes every friday starting 8th November 2019. Today is just the teaser and my thoughts.

In this series we will be covering everything flow mainly the following:

  • Working with Flow
  • Most common queries/filters
  • No code only
  • When and how
  • Integration scenarios
  • Business use cases
  • All about flow and everything about flow except coding

Do watch the teaser here:

Love Love!

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The Master is here for the Brisbane PowerApps and Flow User Group

Hello QLDers

I am really excited to give you a heads-up that in next month’s User Group, we will have the master himself presenting.

Did you guess it yet? it’s Charles Sterling 🙂

Linkedin here

Twitter here

Following is what he’s going to talk about (Still in discussion):

  1. PowerApps AI Builder
  2. Integrating PowerApps and Power BI

For more details visit the power users website here.

We will publish the agenda and venue soon on ‘Brisbane PowerApps & Flow User Group‘ website and Meetup Group

Make sure to RSVP as soon as you can because seats would be limited.

If you’re not from QLD and visiting Brisbane towards the end of November 2019, make sure to join the group and let us know if you’re interested in attending.

Thanks for your attention.

Let’s keep sharing!

Mocking Up Genius Bar’s Create Your Style App with PowerApps

Hi Readers and Viewers

This is a short video where I am trying to mockup genius bar’s ‘Create your style’ app/feature. This can help you if you sell product bundles which work together as a bundle only for e,g, tablet and keyboard.

Watch the video here:

Let me know your thoughts!

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PowerApps for Business Users & Consultants: Episode 8- Infusing AI in your PowerApps

Hi Readers and Viewers

With this episode, I am concluding my ‘PowerApps for Business Users and Consultants’ series.

In this episode, we are going to look at using AI builder components in our PowerApps.

AI Builder currently has following components in preview:

  1. Business Card Reader
  2. Form Processor
  3. Text Classification
  4. Object Detection
  5. Prediction

We have focussed only on the following two and it’s business use cases:

  1. Business Card Reader
  2. Form Processor

Video here:

We have also talked about, what to do when your trial for AI expires:

Purchase/Extend

What error you see?

We have also talked about where to learn advanced PowerApps while I am thinking of my next series:

Shane Young’s Channel 

Brian Knight from Pragmatic

Thank you so much for all the love and support. I will be back with a new series soon.

Subscribe to my YT channel and follow my blog.

Hope it helps!

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PowerApps & Flow User Group App for Leaders, Hosts, Organisers and Coordinators

Hello Readers and Viewers

As User Group organisers, it becomes difficult for us to track the attendance of participants mostly due to the format of the meeting. In our last week’s UG we were prepared to break the ice and created an app to check in attendees.

Following is what you can do with the app:

  1. Register attendees as members
  2. Update member details
  3. Check In attendees
  4. Draw Raffle (if and when it’s available)

What can you get out of it:

  1. Track the attendance of your members
  2. If members are not regular, send them a survey for what they want to see
  3. Send them a FormsPro survey to get feedback
  4. Keep member details up to date
  5. Instead of drawing raffle the conventional way, use PowerApps

Screens:

Home

IMG_0279

Register Participant

IMG_0281

Update Details and Check In

IMG_0282

Note: Check In form is hidden, so members don’t have to fill in date, UG and their name again

Members List

IMG_0280

Draw Raffle

IMG_0283

Note: Shuffle formula and collection is used for Raffle draw

Data Source: OneDrive (Excel Web)

Tables used: Registered Members and Checked In Members to draw raffle

If you’re a User Group leader and want to use this app; you don’t really have to make any changes except for the connection and start using it. I have uploaded it on github. More instructions on there:

https://github.com/diyd365/UserGroupApp

Watch the youtube demo here:

Subscribe to my channel and follow my blog.

Thanks!

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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:

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Hope it helps!

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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!