This episode of Power Virtual Agents (PVA) is about how to get started?
This is going to be a short episode as Microsoft makes it easier to build chatbots for people who don’t know programming (like Python), basically for us #thenocodemonkeys. We are covering the following topics:
In this vlog we will see how to see multiple points/pushpins on a map in canvas app. As always, this is a no code solution and fairly basic.
I have came across this requirement so many times in Dynamics 365 for e.g. show all customers on a map or contacts on a map or even appointments on a map. Many solutions are available for Dynamics 365 CE including add ons like Maplytics. But for canvas app, following issues persists:
No map components
Static bing/google maps can be inserted by inserting an image and then providing URL
Bing or Google maps API is required
Hard code latitude and longitude
If you want to show more than one push pin, you need to hard code all coordinates
You can’t apply dynamic filters on your maps
To me all of the above are not easy to use solution and that’s why I decided to look for something which all our #nocodemonkeys can use. This can be the fastest way you can plot all your customers on a map within canvas apps.
Prerequisites:
Access to Power Apps
Access to Power BI (Desktop and Web)
Super Basic Knowledge of how to create a chart/report in Power BI
Basic understanding of Power Apps formulas
Entity (accounts/contacts/appointments) must have Latitude and Longitude filled (otherwise it won’t be shown on maps
Note: You can get latitude and longitude by create a flow in Power Automate
Step 1-7 for Power BI and Step 8-12 Power Apps
Step 1: Go to your Power BI Desktop>>Create a connection>>Get data (e.g. Accounts)
Step 2: Once your data is loaded>>click on report icon and then add the visualisation type as shown below:
Step 3: Add data fields
Step 4: Save your Power BI report by clicking on the disk button on top left
Step 6: Click on ‘Workspace’ in the left navigation and then click reports (this is where you can find the report you created in above steps)
Step 7: Click on the report to open and then click pin visual
Step 8: Login to Power Apps https://make.powerapps.com/ and pick your existing app or create a new canvas app
Step 9: Click Insert then ‘Power BI tile’
Step 10: Select Workspace, Dashboard and Tile
Dynamic Filtering- Step 11 & 12
Step 11: Apply dynamic filtering by adding new components like Text Input or Drop Downs. In my case, I have two drop downs and one text input; names below:
StateDropDown- With 5 values (you can have any values here)
CityDropDown-With 5 values (you can have any values here)
txtPostCode- Text input for ZIP/Postal Code
Step 12: Update the ‘TileURL’ of Power BI tile. Use the following sub-steps based on how many filters you need as it can go to Nth level (I am only showing three)
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. 🙂
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.
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.
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.
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:
This blog/video is part of my quick tip series. We are going to look at how we can force a screen to be visible to a user irrespective of the transition, in other words delay screen transition.
Example Problem 1: if we want to Navigate to more than one screen back to back only the last screen mentioned in navigate formula is visible to the user; that means one navigate screen is skipped. for e.g. look at the formula below:
if you apply the above formula, users will have to touch on the success screen somewhere to be able to see any other screen. (assuming success button in below screen will have navigate formula)
Solution to both the example problems: First of all remove the last navigate from the formula and only have one navigate, shown below:
Note: I am not saying you must use the exact same formula as above, you need to change the formula as per your need but only have one navigate in the formula.
Now on your success screen add a timer by going to Insert>>Input>>Timer
Set AutoStart to true
Set the duration of the timer by clicking on the timer on screen (Completely on your requirements, for how long you want a user to see a screen)
1000=1 second 5000=5 seconds 30000=30 seconds
Set OnSelect to false
Set the second navigation on your ‘TimerEnd’ property
Now hide the timer, so your users can’t see it
And all done, your users will now be navigated to the screen of choice without having to click anywhere.
Business Use Case: You want your users to see a success screen for ‘n’ seconds and then auto-redirect to a list or another form.
DIY D365 