{Do you know}Power Apps What has been changed from October 2019

Hello Everyone,

There has been a lot of changes happening on Power Platform.

Some of the changes reflects from October 2019 and what is changing in December 2019.

Please check in the below table for quick reference.

I hope this helps.

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{Know How} Dynamics 365 for Project Service App is missing when Production copied on to the Sandbox Environment

Hi Everyone,

As Microsoft is transitioning from Legacy Dynamics 365 Admin Center to the Power Platform Admin Center.

So this morning i am helping one of our customers with setting the new environment(Sandbox).

I have copied Production Environment and set the Sandbox environment with full copy including all customizations and data schemas.

You can refer to the Microsoft Docs from here

Once target environment is successfully configured make sure you disable administrative mode and remove any outlook synchronization with the exchange as only one environment is integrated with outlook to avoid the email and activities being copied on to the both (Production and Sandbox) environment.

So i have tried to open the newly created Sandbox environment and i have noticed only, sales, service, marketing apps installed on to the SANDBOX environment.

Project Service Automation and Field Service Application are missing from the Sandbox Environment.

There is a work around to get the missing application installed on the sandbox environment.

So lets gets started..

Go to the Power Platform Admin Center click here 

https://admin.powerplatform.microsoft.com/environments

Select the Environment effected as below screen shot.

then you will redirected back to the old Dynamics 365 Applications area see below image..

Select the Project Service Automation Application which is not installed and click install.
Accept terms and conditions of Microsoft.

Once you clicked on install it will take about 15 minutes to install the app on the targeted environment.

Finally you will see app on the admin center.

I hope this helps.

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{Create PDF have no options available on Dynamics 365 for Sales Unified Interface}

Hello Everyone,

Today i am going to share quick tip on how to view options when an Quote is created and clicked on "Create PDF or Email as PDF", if no option available.

So let's gets started.

Scenario: when a lead is qualified and Opportunity created, add products and create Quote, send Quote to the customer as PDF via email.

Check below image where Create PDF and Email as PDF.

When you click on Create PDF - No Options Avaiable..

Why you are not able to see because system administrator did not defined any template for the Quote Entity.

How can you achieve that?

Go to Dynamics 365 for sales Unified Interface and click on Settings and select "Advanced Settings"

- Templates -> create New Template for the Quote Entity and then you will be able to see template on the Quote -click on  Create PDF -Options -> Quote Summary.

Same you can create Email as PDF as well.

I hope this helps.

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{Power Virtual Agent at a Glance Part 2 on Live Website}

Hello Everyone,

As you read my previous blog post related to the introduction of  "Power Virtual Agent" and how we can use the Bot on Demo Website.

Today i am going to show you how to use the Chat Bot on Live Website.

Let's gets started.

Scenario: Suppose you are running a company which sells computers online, allocating a customer service agent for communicating with the online users is time consuming and too much waste of time for the business, as you never know when the customers will land on the website and inquiry about the computers they are interested in.

So we can have a Chat Bot configured via "Virtual Agent" and simply copy the html code and paste it on your live website.

Currently i am using WordPress Website show you the Demo.

Log in into your Virtual Agent and configure the "Topic"

Then publish the "Topic" and copy the code to paste it on the live website.

then  publish your website page on your WordPress Website.

As you can see the user typed as " I am a home user" then Bot came up with set of questions click yes or no.

If answer "Yes" was selected then the Bot would add the product to the cart, as i have mentioned that company sells computers so if "yes" is given then the Bot will add the home user computer to the cart.

Then Bot will ask " did that answer your question, if the user clicks on "Yes" then the above message will be populated for rating and any more help needed.

If the user clicks No thanks, then the below message will be populated.

I hope this helps.

Stay tuned to my blog and i will be blogging series of the post on "Power Virtual Agent".

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{October wave 2 release bug on Make Price List Optional when product added to Opportunity on web client}

Hello  Everyone,

Today i was working on new solution for customer where the requirement is to add the products to the opportunity record without "price list".

As we know Microsoft have released new features in October Wave 2 release, in that release there is a new feature which will allow the user to add products to the opportunity without adding the price list.

Let's see this in action.

Go to Sales > Opportunity > New Opportunity

Fill the mandatory fields like "Topic" and then save the Opportunity record.

Try to add "Product" to the opportunity by clicking on the "+" sign...

You will see "You must select the price list before you select the product" pop up.

We need to make changes to system settings to get work on Unified Interface, Please follow along.

Go to Settings > Administration > System Settings >

Now we have configured the system settings.. lets see this scenario on the Unified Interface.

Open the Dynamics 365 Sales Hub,Once Unified Interface is opened then click on the Opportunities..

Now opportunities view will be displayed and click on "NEW" Opportunity..fill value in "Topic" field and save opportunity..

Then click on the "Product Line Items tab after "Summary" Tab..

Once you click on the "+ add product" new page will be displayed related to the Product record.
As we have made changes on the system settings, so in the Unified Interface App is not asking the user to enter the Price List and it is allowing to add the product to the opportunity.

Cool thing is now you can write  new product with "Active stage", in order to create new product from product window itself, we need to make system settings change, see below image.

Settings > Administration >  System Settings

So we are able to create new product and add the price for the product creating and discounts etc..

So you can drive through the sales cycle accordingly like create quote, order & invoice.

I hope this helps.

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{Power Virtual Agent at a Glance}

Hello Everyone,

Today i am going to look at  Power Virtual Agent which is generally available now for everyone. 

Another App for Power Platform family, As we know, Power Apps, Power Automate, Power BI and now its Power Virtual Agent.

Power Apps no code low code platform for citizen developers.

Power Virtual Agent is generally available now and price for it will be around $1000 per month per 2000 sessions per Tenant.

  

What is Power Virtual Agent? 

Well its simple Bot Framework with no code and allows us to engage with customers and employees, you name it and Power Virtual Agent will be there to communicate with them virtually and convey the message to the internal teams via Power Automate and Cognitive Services.

With the Power Virtual Agent we can resolve common problems without staff agent and saving the time and cost where the customer service agent can be utilized in more efficient way.

Things can be achieved using the Power Virtual Agent are:

1. Create a virtual Agent on your own with simple steps.

2. Empower Virtual Agents

3. Measure the performance of the Bot with Power BI.

So i have tried a simple Bot Power Virtual Agent which will answer to the users inputs, lets consider an example:

 Managed Service Provider have configured a Virtual Agent Bot.

I have created a simple Bot for Demo Website which will trigger answers based on the questions raised by the user.

Some trigger phrases created like 

Hello

Good Morning

Good Afternoon

Good Evening

If the user lands on the Managed Service Provider Website about the Support Contract.

The user simply clicks on the Bot symbol and Virtual Agent will pops up, if the user types inn..

If the user types in "Hi" then Bot automatically fire the set of questions to  the user on the website.

If the user selects the support as GOLD then see what is the answer from the Virtual Agent below.

Bot have responded with answer and asked further information from the user like email, so that with the Power Automate one of the consultant will get in touch with the user on the website.

I hope this helps.

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Auto populate contact and account details when New "lead" record is created

Hello Everyone,

With the release of wave 2 October 2019, there is a new feature added to Dynamics 365 Apps for UCI only.

One of my client have a requirement to auto populate the contact and accounts data when filling the existing contact and account fields on new "lead" record created.

They are still using the Web client of Dynamics 365 Sales Application.

Lets see this in action.

Dynamics 365> Sales > Lead > New Lead

Fill the Business Process Flow of Qualify stage fields, see below image:

Once you fill in those fields on Business Process Flow and the associated Lead record fields will be auto populated.

Now i have selected the existing contact field from lookup then the  "Name", "Job Title", "Telephone", "Email" fields auto populated

Similarly fill the account field  on the lead form and Company field is auto populated.

But if you need to fill rest of the fields of "company" like website and address fields then you need to write workflow or script to auto populated.

I hope this helps.

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