{How to} How to create a lead scanning or uploading a business card on power platform dynamics 365 sales app

Hello Everyone,

Today i am going to show how you can quickly create a lead just uploading or scan the business card with a click of a button on Dynamics 365 Sales App.

Let's gets started.

Scenario: Suppose you are at trade show and at your company stand and customers interested in your products or services might give you their contact details i.e business cards.

In old days you need to carry the business card to your office next morning and enter manually all your potential customer details on customer relationship management or any stand alone application.

Now with the Power Platform Dynamics 365 Sales App Business card scanner, with the click of a button all the information is auto filled.

Login into your Dynamics 365 Sales Hub App

Click on the Quick create and select the "lead" entity.

You will be presented with QUICK create form.

As you can see, i have selected the business card from my desk top and the scan business card reader with built AI functionality all the data will be scanned and auto populates, magic right? :-)

This feature is very useful for busy field sales representatives. 

I hope this helps.

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{How to} How to set up trial version on your existing Power Platform Tenant

Hello Everyone,

Today i am going to share quick tip on how to set up a trail from your existing Dynamics 365 Subscription.

Let gets started..


Login to your power platform tenant.

www.admin.powerplatform.microsoft.com

Enter your existing power platform credentials, make sure you are system administrator or global administrator role to perform this task..


Once you have successfully logged into the admin center of the power platform, click on the "environment" which is found on the left side of the page.

You will see all the environments of your tenant,

Please note: Earlier on the Dynamics 365 Customer Engagement admin center, you call same "environments" as "instances".

Click on the "New" button you will be presented with small web page on the right hand side of the admin center..

Name your environment and select the "Type" = Trial, in the Trial down field you will see three field values:

1. Sandbox

2. Production

3. Trail

I will expand more on the third "Type" as you all aware sandbox and production environments require subscription, so "Trial" option is free.

While creating the trial you don't need to pay for anything.

Region:

Region is where you are currently residing, choosing non geo location of your area will be impacted as you may face slowness while accessing your application. so choose right region.

Purpose:
What purpose you want to use trial environment.

Lastly Create Database for this environment: Create a database and build apps by using Common Data Service(CDS) for Apps as a datastore.

Once you select all the options from the new environment window click next..

If you select create database then you need to fill all the selections and also the "Enable Dynamics 365 Apps" currently dynamics 365 apps enabled for production environment, so you can create a trial and associate with this environment.

If you want sample data and apps, you can enable that by enabling the button, regarding the security group can select them if you want to test it out on the trial environment.

Finally you will see trial environment created.

Note: Trial environment storage does not count against the paid subscription.

I hope this helps..

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{Did you know} Dynamics 365 Web client settings now in Power Platform

Hello Everyone,

Today i am going to show how the Dynamics 365 Web Client transformed into the Power Platform Settings.

Let's gets started.

Usually when we are using the new Unified Interface any settings configuration is rendered into the web client area but now you can do all in Power Platform.

For example: You are on the Dynamics 365 Sales App would like to do some system wide settings.

You click on little gear icon.

Now you can see all system wide settings on the Power Platform Admin Center itself, no more page rendering on the web client.

I hope this helps.

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{How to} Power Platform Dynamic 365 Sales App settings render Unified Interface only

Hello Everyone,

Today i am going to show how you can quickly set the Unified Interface only for any Dynamic 365 App's either it may be

Dynamic 365 Sales App
Dynamic 365 Customer Service App
Dynamics 365 Field Service App

For example:

Login into your Dynamic 365 Sales App and click on the little gear icon..

Now settings page is displayed on the Power Platform area.

Click on the "Settings" with gear icon..

Now save the settings..

When you login into the dynamics 365 sales app it automatically renders Unified Interface only.

I hope this helps.

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{How to} Power Platform One place for reference for the latest videos and deck

Hello Everyone,

I thought this blog post might be very useful for quick reference for Power Platform consultants and administrators to get to know more about the Microsoft Power Platform.

Topics:

1. Latest best practices for Power Platform Center of Excellence (CoE)
Center of Excellence: Tried and tested techniques
2. Top tips
3. what's new.

If you are looking for latest updates using mediums like videos and decks, then look no further here is the link.

Videos and PowerPoint Presentations.

I hope this helps.

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{Dynamic 365 Sales Hub} Add existing record button on Sub Grid

Hello Everyone,

Did you know on Dynamic 365 Sales Hub aa new feature has been added in 2020 release wave 1.

I was working on custom entity on the sales hub and there is a requirement to add a sub grid to fetch existing products from "product catalog".

Here is the magic..

so you can add the products directly instead of clicking on the "+" sign on web client previously.

I hope this helps.

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{Power Apps} How to validate solutions in the developments for new UI Upgrade Dynamics 365 apps

Hello Everyone,


Today I am going to show on how to validate your solutions whether they are compatible with new Unified Interface of Dynamics 365 Apps for upgrade as Microsoft mentioned web client deprecated see here

So let's get's started then..

Head over to the https://make.powerapps.com/environments

choose the environment which you are trying to validate and then click on the solutions.

A list of solutions will be displayed and select the solution you want to validate with the "Solution Checker".

Select the solution and click on "..." you will see "solution checker" and click on "Run".

Then the solution will be checked by the solution checker and on top right hand corner a spinner will appear beside solution checker, once it is done.

You will get notification if you are system administrator with the solution and details or you can select the solution which is being checked and click on the "..." the you will see
> Run
> View Details
> Download

If your solution is not checked yet "View Details and Download" buttons will be disabled.

if you download you will get excel sheet along with high,medium and low warnings for that solution and how to resolve the compatibility issues.

I hope this helps.

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{power apps} Unable to view Business Process Flows on the Customer Service App New Unified Interface

Hello Everyone,

I have been working on new Unified Interface upgrade from web client of Dynamics 365 Customer Engagement..

Client have complained that they are not able to see the "Business Process Flow" on the case form when opened.

As you all know when you are transitioning from web client to New Unified Interface you will need to check your solution with solution checker.

Simple solution is to open the "customer service" app on the app designer and select the Case entity and add the missing "Business Process Flows" to the entity.

similarly if there is any forms missing for particular entity just add them to the related entity then save, validate and publish.. finally "Play" the app from the app designer itself.

I hope this helps.

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{Power apps} Unable to view all entities on the default solution

Hello Everyone,

Just a quick tip.

if you are checking default solution on the https://make.powerapps.com/environments/

Unable to view all entities? Don't worry just reset the filter underneath the entities..

Then you are able to see all the system and custom entities..

I hope this helps.

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