{Power 2021} How to set Priorities

Today am going to share a non-techie video blog entry into my series Power 2021 talking about importance of priorities and how to set them:

 

Hope it helps and Power 365ing as usual!

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Problem Area – Technical, Functional, Training, Development or consulting?

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{Power 2021} Enhanced email and related personal settings experience in Dynamics 365

In today’s Power 2021 series blog, Let us explore some of the new email related enhancements in Dynamics 365.

· Ability to compose and keep minimized emails on Activity timeline:

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Where is the setting enabled, Look here:

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Now let us look at a 2021 Wave 1 preview feature in Sales hub App – Personal settings have moved to a dedicated place:

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Now, let us try to Create a new Email template (there are 2 options from blank or existing template). Let us pick from existing template and see the modern editor:

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Next thing, let us see the new enhancements for Email signature:

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Please note that the 2021 Wave 1 features may change and always refer to Microsoft documentation for this feature.

Hope it helps and Power 365ing as usual!

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{Power 2021} New Merge experience in Dynamics 365 – UCI only

One of the great needs of any business application is to have the ability to maintain data quality. One of those ways is the ability to Merge records in Dynamics 365 which has been available as a feature for long time.

In the example, I will use today I have created two Dynamisity US records which have 1 child account record each.

Traditional merge experience looks something like this:

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To enable the new and improved experience, Navigate to Advanced settings -> Duplicate detection settings and enable highlighted setting and click Ok:

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Now let us go back, and Let us click on Merge again on those accounts and see what happens by default (remember to do a hard refresh, if new experience doesn’t show up) :

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The great benefit here is getting the ability to by default have fields with Conflicting data.

Another checkbox I have is to Merge records by choosing fields with data.

Then, let us specify All fields from the location where data is filled in our example:

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Merging record process started:

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Now let us see in the grid that there is one single merged record:

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What is interesting, let us see the hierarchy of accounts once:

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To explain to you further I had placed Dynamisity India under one parent record “Dynamisity US” and Dynamisity Europe under another parent record “Dynamisity US”. Merge also took care of automatically moving the parent record for Dynamisity Europe record to the merged parent record.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

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{Happy note} Thanks to all the subscribers of PowerOfD365: my YouTube channel

Thank you note for all the subscribers of PowerofD365 YouTube channel, I touched 600 subscribers on my channel today.

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I was able to deliver 59 videos on free learning for the community which was viewed for 19,814 minutes equivalent to 330 hours or 115 Hollywood movies. The important playlists are in the below image:

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In case, you have not subscribed here is the link to my channel:

https://www.youtube.com/PowerofD365

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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{Power 2021} First impressions for Relevance search intelligence capabilities in Dynamics 365 and Model driven Apps

Exploring the updates from Microsoft Product group is always very exciting. Today I am going to take you through my first impressions on the Dynamics 365 Relevance search intelligence related offerings that have been introduced on to Dynamics 365.

Step 1: Let us see where to turn this on in Settings area (Power platform admin Center -> Settings -> Products -> Features):

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Step 2: Once you turn the toggle on, you will need to accept the privacy policy and click Enable:

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Next Click Save on bottom right corner (scroll might be required on the Settings page):

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Step 3: Let us try using acronyms for the company name Dynamisity Pvt Ltd – I have used dyn pvt and it returns back the results quiet well:

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Step 4: Let us try if it can understand the commonly used terms and return back some data. This time I am searching for deep somani and it still fairly gives out the results:

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Step 5: Let us try searching numeric in form of strings. In this example, I am searching for District 9 as District Nine:

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For a detailed read, refer here: https://powerapps.microsoft.com/en-us/blog/intelligence-in-relevance-search/

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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{POWER 2021}Push notification for Model driven PowerApps

Often I was being asked in various Power platform implementations to have the ability to send Push notifications for Model driven PowerApps. Well  now we can send a Push notification to a Model driven PowerApps as well for the Mobile based scenarios.

Let us look at a sample scenario using Contact entity and try to send a push notification.

We will start with configuring an Automated Cloud flow.

Step 1:

Select the appropriate trigger and click Next:

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Step 2: On the next screen, select Trigger Condition as Create, The entity name as Contact and Scope as Organization:

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Step 3: Select Send Push notification V2(Preview) as a new Step. Notice that you have options to select Mobile App for PowerApps as well as Field service app. Great indeed!

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Step 4: In our example, I am selecting CRM Hub as the App – in real implementation scenarios you can pick the app where you want to show the notification. You can also choose to Open the App, specify entity name, record id to make it a seamless mobile experience for the end user:

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Step 5: Save and Test Flow and see Push notifications enabled for your Mobile experiences in PowerApps.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

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Power Advise: Podcast Announcement

First of all, thanks for being an avid reader of my blog. Since last month, I have added a new section to the

way you can learn along with me since last month.

Power Advise: My weekly podcast that is published every Wednesday:

A link is available now on the Menu of my blog as well:

Hope you enjoy the learning, you can also subscribe to the Podcast on all available Podcast stores in case you search for Power Advise.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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{Power Script}Add Dynamic options in an option set in Model driven Apps

Overview:

In this article, we are going to see how to create a custom option set field and add dynamic options to the custom option set using JavaScript.

Step 1: Create an Option set field and add one option.

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Step 2: Declare an array and Store three values.

Step 3: Write the script below.

function setOptions(executionContext)

{

var formContext = executionContext.getFormContext();

var optionCode = formContext.getControl(arg);

optionCode.clearOptions();

countryArray = [“India”,”Singapore”,”Malaysia”];

var index = 1;

for (var i=0; i< countryArray.length; i++)

{

var Name = countryArray[i];

var obj = {};

obj[“text”] = Name;

obj[“value”] = index;

optionCode.addOption(obj);

index = index + 1;

}

}

Step 4: Deploy the Web resource and add the function on the OnLoad event of the form.

Output:

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Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

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{Power Tip} Use Tag charts as intuitive Month filters in Model Driven PowerApps

In one of the projects, we had a requirement to give a quick ability to users to give a monthly filter for the records created. Here is how we solved this problem using a low code way.

Let us take example of Contact entity.

Navigate to Contact entity and Click on Show Chart

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Create New from here:

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Chart designer will be opened for the user, please configure it as below:

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On the Contact entity view, Select the chart Contacts by Created on and see the results:

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This way the month filters are available to the user in an intuitive experience.

Note: In this example, I have used Personal charts – you can easily utilize System charts which can be published for entire organisation too.

Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

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{Power Mantra} The true essence of community

These are troubled times and we are all stressed as people and professionals. I wanted to pen down a quick Mantra for sharing true essence of a community for everyone.

Actively seeing communities in tech industry for past 8 years here are few key reasons you should come to a community:

· You have an active quest to learn

· You have an active thrust to share your knowledge

· You want to have role models and grow in the industry in guidance who have been around.

· You do not want to prove people wrong, rather want to learn from new ideas and experience.

· You do not wish to make any benefits for yourself rather share and care.

· You have an open mind and not a closed one.

In the time of crisis caused by the health and economic factors surrounding us, when many professionals are stressed – communities bring out the best out of us for helping out each other.

Follow this mantra and spread the positive aura:

· Converse!

· Share!

· Care!

· Be compassionate and passionate.

· Have empathy.

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Hope it helps and Power 365ing as usual!

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

I am here to help, get in touch here: Click here

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