Tag: powerautomate

Power Platform, Power Virtual Agents May 20, 2020May 10, 2020

Agent, Power Virtual Agent – Episode 7: Customer Identification Process In PVA

Hello Everyone

Hope you’re all keeping safe. For information on how to keep yourself safe from COVID-19 visit https://www.who.int/emergencies/diseases/novel-coronavirus-2019/advice-for-public

This is the last episode of Agent, Power Virtual Agent series. Pl aylist here

This episode of Power Virtual Agents (PVA) is about how to identify and verify your customers in PVA. In Episode 5 we looked at authenticating internal users but what if we want to verify customers before providing them in any information.

We are going to achieve this with the help of a Power Automate Flow and PVA variables.

Video here:

Hope it helps!

Stay Safe.

Microsoft Flow, Power Platform, PowerApps, TGIF Thank God it's Flow! January 28, 2020January 27, 2020

Sharing my MVP Award with you!

Hi Everyone

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. 🙂

Unboxing video here:

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

Power Platform January 10, 2020January 13, 2020

The Top 10 Power Automate Community Blogs of 2019

Hi Readers

This list might help you to refer to these blogs when you need it. If you haven’t read it yet, click on the link and read it. I have also provided the URL of Author’s website (just in case you want to check out their awesome work). Please note that my list doesn’t include blogs from MSFT Employees. And is based on no. of maximum views on a blog post per month for e.g. if in January there were 5 blogs (Blog Post 1, Blog Post 2, Blog Post 3, Blog Post 4, Blog Post 5, ) with no. of views 5000, 4000, 3000, 2000, 1000 respectively; I have picked Blog Post 1 as top of that month.

Following are the top 10 by month:

Month	Blog Title	No. of Views	Author	Author’s Website	Twitter
January’19	Top 5 Microsoft Flow features from the April 2019 release notes	2976	Daniel Laskewitz	https://www.o365dude.com/	https://twitter.com/laskewitz
February’19	Send a summary email of Microsoft Team Channel conversations/posts to all members on a schedule	6473	Reza Dorani	https://rezadorrani.com/	https://twitter.com/rezadorrani
March’19	Create Planner Task and Include Attachments From Outlook Email	17908	Alan	https://www.alanps1.io/	https://twitter.com/AlanO365
April’19	Create Planner Tasks from New SharePoint List Item	5801	Laura GB	https://hatfullofdata.blog/	https://twitter.com/Laura_GB
May’19	How to add a text watermark to a PDF document using Microsoft Flow or Azure Logic Apps	1904	Anton Khritonenkov	https://medium.com/plumsail	https://twitter.com/antonkhrit
June’19	Automation Squared using MS Flow and UiPath	5576	Yash Agarwal	https://www.bythedevs.com/	https://twitter.com/yashagarwal1651
July’19	The Four M’s of Microsoft Flow	2031	Melissa Hubbard	https://melihubb.com/	https://twitter.com/melihubb
August’19	Microsoft Flow to Provide Item Level Permission on SharePoint List	2029	Siddharth Vaghasia	https://siddharthvaghasia.com/	https://twitter.com/siddh_me
September’19	Extract data from documents with Microsoft Flow	2439	Jay Goodison	https://blog.encodian.com/	https://twitter.com/encodian
October’19	Microsoft Flow as a Service	2199	Yash Agarwal	https://www.bythedevs.com/	https://twitter.com/yashagarwal1651
November’19	Every Power Automate (MS Flow) Filter Query You Ever Wanted To Know As A Functional Consultant	1871	Prashant Shukla	https://diyd365.com/	https://twitter.com/DIYD365
December’19	Power Automate & To-Do – The Beginning of a Beautiful Relationship	2232	Sharon Sumner	https://power-full.blog/	https://twitter.com/Sharon__Sumner

Hope it helps!

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Thanks!

Let’s keep sharing!

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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Thanks!

Let’s keep sharing!

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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Let me know your thoughts!

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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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Let me know your thoughts!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

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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Thanks!

Let’s keep sharing!

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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Let me know your thoughts!

Subscribe to my channel and follow my blog.

Thanks!

Let’s keep sharing!

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