STEP 1: Enable SharePoint integration:

1. Go to Apps.
2. Select your portal –> Click on more commands(…) –> Click on Settings

3. Click on “Administration“

4. Go to Setup SharePoint Integration and click on “Enable SharePoint Integration“

5. Click on Enable button it will then ask you to sign in again.

6. Click on Accept to grant the required permissions.

7.  You will get the below message.

STEP 2: Enable document management for table(entity)

NOTE: If document management is not enabled already then follow below steps.

1. Go to Settings –> Document Management –> Document Management Settings

2. Select table

2. Click on Next
3. Click on OK

4. Click on Finish.

STEP 3: Customizing Form

1. Add Document Location subgrid in the form .(The form which you are using in the PowerApps portal)

2. Save and Publish your customization.

STEP 4: Creating and Assigning Table(Entity) Permissions.

1. I am enabling SharePoint Documents for the “Project” table so I have to create two table(entity) permission records one for Project and one for Document Location.

a. Table permission for the Project table. (Don’t forget to add web roles to the table permission)

b. Table permission for Document Location.

Table Name: Document Location

Scope: Parent (This will make sure the user can only see documents that are related to the record)

Parent Table Permission: Select table permission of project from lookup.

Privileges: Read,Create,Write,Append,Append To

Go to Portal, You should able to upload files now.

1. Open any Project record in Portal.
2. You should see the Document Section below from where you can “Add files” or Create “New folder” in SharePoint.

3. Click on the “Add files” button you are shown a pop-up window from where you can choose the files to upload.

4. You can see the New Folder is created in SharePoint for that Particular Project and file is also uploaded inside the respective folder.

5. Click on “New Folder” to create new folder this will get created inside the parent folder in SharePoint.

6. From the portal, you can go inside the folder and then upload files that get uploaded inside the respective folder in SharePoint.

• “Add Files” in newly created folder.

• New Folder and Files in SharePoint.

The post Enable SharePoint integration in PowerApps Portal ( Dynamics 365 Portal ), SharePoint Document in Microsoft power pages appeared first on Microsoft Dynamics 365 Blog.

Let’s explore the new UI enhanced of the Left navigation pane of Microsoft Power Apps.

Now you can customize your left navigation items. In the new navigation experience, the left navigation pane pins the top three pages that you use the most.

By selecting the ‘More’ option as shown in the screenshot below, you can unpin any of these pages and pin the most used items to the left navigation such as tables, flows, Dataflows, connections, and more.

Using the left navigation pane, you can pin the most frequently used pages to easily access them. Link to other pages can be found through the More link. Once you pin an item, it appears in the middle section above More.

With the new Navigation experience, your most frequent access pages are automatically pinned to the left navigation pane. You can also customize it according to your preferences.

To pin an item, click on the icon and to unpin click on the icon.

You can also unpin an item, by clicking on the ellipse icon and then clicking on unpin.

To see all your items in Power Apps, click on More > Discover all.

When you click on Discover all, all of it gets pinned and will be visible on the left navigation pane. You can unpin it by clicking on the ellipse icon and then clicking on unpin.

You can move an item up and down as per your preference.

You can open an item without losing access to your current page.

Click on the ellipse icon -> Open in a new tab.

Power Platform services such as Power BI, Power Pages, Power Automate, Power Virtual Agents, and Power Platform Admin Center can also be accessed.

Users having System Administrator and System Customizer roles will be visible in Power Apps.

You can search members by name or email address and also can apply a filter for admins and makers.

Conclusion

Using Power Apps with this new UI will make augment user experience more.

The post Enhanced UI for improved New User Experience while using Power Apps first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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Let’s see how to use this feature in everyday life.

Suppose our organization wants to create an App (Canvas or Model Driven App) in Dynamics CRM. We have a file on the web that we want to enable our users to download regularly through our App. This would get them updated data by simply clicking on Download File.

This can be achieve using the below steps:

Step 1:

Create an App in CRM (Canvas or Model Driven App).

Step 2:

Insert Label Control into App.

Step 3:

In Power Apps, select the label and in Power Fx, onSelect of label, add Formula with Address as a Parameter “Download (Address)”.

Address– The URL address of a document or file to download

Step 4:

Once you publish the app, you can click on Download File to download it.

Conclusion

With the help of download function in Power Apps, we can easily download online files to local devices.

The post Transfer online files to a local device using ‘Download function’ in Power Apps first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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To configure the model in Canvas app, follow the steps given below:

• To export the model, click on the Menu icon and then click on the Export

• Now click on the configure button to configure your CRM instance.

• Give the model a name and then click on the Export button.

• After clicking on the Export button a pop-up would open asking if you want to Optimize & Export the model or simply export the model as it is. I recommend choosing Optimize & Export.

• Once the model is exported you can check the model. To check, open https://make.powerapps.com/ -> Go to AI Builder -> Models.

• Now create a Canvas app. To know more on how to create a Canvas app kindly follow this link.
• Now, we will add our model to our Canvas app. To add the model, click on the Data icon -> Expand AI models section -> If you didn’t find the model then click on the See all models text.

• Once you add the model it would be visible under Data.

• After creating the Canvas app add a Camera control to take images.

• OnSelect event of the Camera control add the below code.

        ClearCollect(modelPred, ‘Work Attire Detection’.Predict(MyCam.Photo).Prediction);

• The modelPred is a collection where the prediction would be stored and MyCam is the camera control name and the Work Attire Detection is our model name.

• Now add a Gallery control to show the model prediction result.

• Set the data source to the collection which we created i.e. modelPred.

• Set the Layout to Title only.

• Once this is done you can test the Canvas app to check whether it is working or not.

Conclusion:

In this blog, we have seen how easy it is to use the Image detection model in Canvas app. Based on the Business use case you can provide the images to the model from various places and get the prediction in Canvas app.

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The post Image Classification model by Microsoft Lobe in Power Apps – Part 2 appeared first on Microsoft Dynamics 365 Blog.

Maplytics has been one of the pioneers that saw the curve of data analysis and intelligence moving towards the geographic domains and jumped at the opportunity because of its potential. Today, we proudly sit in the Microsoft AppSource arena with a 5-star review and a Preferred Solution badge because we spent countless hours pinpointing the challenges and pitfalls of industry challenges to create a solution that overcomes each of those challenges.

Let’s explore some of the most exciting and latest features of Maplytics that help users that want to take the reins of productivity into their own hands and move their organization to a leadership position.

#1: Automated Creation of Territories for Smart Distribution of Workload

Sales is the blood bank for every company. So treating it as a priority is important for every organization. With Maplytics Territory Management, managers can make sure that no sale is ever overlooked, neglected, or addressed inadequately.

Territory Management allows managers to auto-create instant territories that smartly distribute the workload between their field reps. Even workload distribution results in no burdened field reps and an assured chance at improved deal closings. Managers can also easily manipulate the territories themselves by editing, moving, or copying territories with a few clicks.

Maplytics is all about user convenience, so it gives managers the provisions to save their under-progress territories as a draft territory so they never have to stop working on priority tasks because of any reworks on the current territory.

#2: Smart Roadmaps for Flawless Field Operations with Advanced Auto Scheduling

With the constant stream of field visits an agent has to attend, there is no room for any wastage of time or energy. Maplytics offers an antidote to wasted time with its Advanced Auto Scheduling feature that creates a schedule for multiple users with optimized routes automatically directly on the map.

An optimized roadmap for the entire day helps field reps to always reach on time for their meetings and make the most of their work hours. This also ensures that a minimum number of meetings are delivered by a field rep every day. Overall, Auto Scheduling changes the game for field productivity and moves it to the next level.

#3: PCF Control with Detail Map Control for Dataset

Time is money in the corporate world. Maplytics is built to seek ways to cut down the time it takes a user to perform the desired action. With the PCF control of Detail Map, users can do their useful mapping-related activities without switching to any specific mapping screens.

PCF Controls allows users to add these controls to any entity or dashboard for visualizing all the records of view, sub-grid or dashboard. This enables users to stay on their current screen and quickly perform mapping activities without hassle.

With Detail map control the user can perform these Maplytics features:

Plot entity records

Plot categorized data

Proximity search

POI locations

Routing

#4: Special Dedicated Routes with Truck Routing

Trucks need to follow a special route for delivery as mandated by the governmental rules. However, finding the correct routes and mapping them according to the different points of delivery on the map in real-time can be a big challenge. This challenge can be overcome easily with Truck Routing in Maplytics.

With a special Truck Routing mode, users can follow the most accurate route that is the safest for trucks and can also avoid hefty fines. These routes are also optimized for charting the most time and fuel-effective roadmap to each destination on the map. This means timely deliveries and an overall hassle-free delivery experience for the managers, agents, as well as clients.

#5: Business Altering Data Insights with Multi-Category Data Visualization

Combining different aspects of your CRM data to visualize it on the map can result in data insights that can be used to make high-impact business decisions. For data-driven decisions, Maplytics allows users to select three categories for a single entity. If an Account entity is selected, users can choose upto three categories. Users can also assign different pushpins to different categories. When the data is plotted on the map, there will be an overlap of these pushpins to create the final visualization.

#6: Associate Records to Define and Simplify Relationships

Users can associate the required records with the plotted record(s) on the map and create a relationship between them. They can then choose the relationship between them that they want to associate with the records. Once this is defined, the default records will be selected according to the record from which the map was opened.

#7: Get Instant Results with POI Locations Search using Keywords

This is an enhancement that will save time and increase quick accessibility to the Points Of Interest that the user wants to find. When a user is looking for their Point of Interest locations on the map, they can enter their required POI directly in the search bar to locate it in an instant.

#8: Maintain and Manage Accessibility with Security Templates

Maplytics treats access to its features within an organization as a resource. So it gives System admins and Maplytics admins the ability to maintain control over this resource for their teams.

With Maplytics Security Templates, admins provide selective access of Maplytics actions to Maplytics users as per their respective requirements. With the latest update, admins can grant or deny selective access to multiple users or teams at once using ‘Manage Users. This saves time and effort by allowing the ability to manage access in bulk.

We are always coming up with enhancements and feature improvements to maintain the pioneering spirit for data analysis and field productivity. To get the most out of our solutions, you can first try a 15 day trial from our website or even from Microsoft AppSource. In the case of custom use cases, feel free to email us at crm@inogic.com.

Until the next time – Stay safe and stay ahead of the curve!

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The post Expanding scope of business and field productivity using geo-analysis & locational intelligence within Dynamics 365 CRM / Power Apps appeared first on Microsoft Dynamics 365 Blog.

Please find the example below, we have set the user settings as Italian (Italy).

In the code below, we have written the code to format the input values in our PCF Control:

//Function that return result in user currency format from input value
formatToCurrency(context: ComponentFramework.Context<IInputs>, inputValue:any) {
return context.formatting.formatCurrency(inputValue);
}

//Function that return result in user decimal format from input value
formatToDecimal(context: ComponentFramework.Context<IInputs>, inputValue:any) {
return context.formatting.formatDecimal(inputValue);
}

Please find the screenshot below where we have run the debugger to see the result of the format of input values to user format i.e. Italian (Italy).

Conclusion:

With the help of the Formatting API of Power Apps, we can easily format the input values for the login user format.

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The post Format input values using Formatting API in PCF Control within Dynamics 365 CRM appeared first on Microsoft Dynamics 365 Blog.

Thanks to AI Builder in Microsoft Power Apps and Flow, now we have access to sentiment analysis,

Keyword extraction and Language detection inside Microsoft Flow is now available.

In this post, I am going to show how to do sentiment analysis inside Power Automate.

First What is sentiment Analysis and what sort of analysis we have inside AI Builder for text analytics.

Text Analytics

in Power Automate and Power Apps three analytics is available as sentiment analytics, keyword extraction, and Language detection as below

As you can see in the below picture in AI builder under Build we have these three modules.

In this example, I am going to show sentiment analytics. The first login to account with AI builder account, then click on the Build and then click on the sentiment analysis

Then the new windows show the main purpose of the sentiment analysis. As you can see in the below picture, the only option to use is on Microsoft Power Automate (flow).

Next, you able to see some hints about using it in the Microsoft power Automate

Note: For long Text, analyze each sentence, not the whole document

Note: Use the same language for a document not multiple languages in a document

Then click on the Use in a Flow,

IN the Power Automate ( make sure you are in the same environment), then click on the solution and then click on the New then Flow.

In the new flow, click on the When a new email arrives

then choose the folder as inbox and the subject as Hotel

Next search for the predict for CDS, and for the model choose the SentimentAnalysis model, Then for the text choose the Body Preview,

Next for the language choose the language you will have as it is en for me

In the next step,  we are going to store the result in one drive for example, that you can provide a specific name for the file using the Concat function. In this example, I use the Utcnow to get the current time and date and the file type that is Text file as .txt.

for the file content, I am going to use the sentence to put in the file, before creating it, just click on the run you had from the previous example

as you can see we have a sentence-level sentiment analysis and a global level. I am going to Concat both of them.

then after the run code you should see below text file in the onedrive.

The post Sentiment Analysis Application: Microsoft Power Automate, Power Apps and AI Builder appeared first on RADACAD.

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In the previous posts ( Post 1, Post 2, and Post 3) the process of analyzing the forms using the Form processing feature in AI Builder has been explained.
from last month some changes happen in the Prediction module in Microsoft Power Automate that will impact the form processing experience using flow.
In this post, I will show you how to work with the new one. The previous of you created still working.
the changes happen in the Predict module.

What we Have

in the below flow we have a module Predict that has a Request Payload, and we need to specify the type of the image and the file as a string, also later we need to parse the result by another component name Parse JSON.

What to Change

Now everything gets a bit easier, we have a Predict module that in the separate box it gets the document type and document itself, next in the create type we just need to use the Concat function to get the result and values.

I have used the below code for the File Content:

concat(‘ Session Title: ‘,outputs(‘Predict’)?[‘body/responsev2/predictionOutput/labels/Session_85648318f538ad191ff5651a30c24966/value’],’ ,Speaker Name: ‘,outputs(‘Predict’)[‘body/responsev2/predictionOutput/labels/Speaker_64a30215a5867855cdcb495ee6eef3ec/value’],’ ,Comments: ‘,outputs(‘Predict’)?[‘body/responsev2/predictionOutput/labels/What_0027580d34b848d69176d3f4a73de5c5450/value’])

also, watch below video

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AI Builder brings a huge change to creating smart self-service Applications. In this post we are going to see how to create a smart application that able to read the Business Card content and extract them, then import them using Power Automate to the Outlook contact list.

Creat Business Card Reader using Power Apps and AI Builder

First login in the environment that supports the AI Builder.

Now in the new  Canvas app, create a new Phone layout

In the new page, click on the Insert option, then click on the AI Builder –> Business Card Reader

In the next step, click on the Insert Lable, and for the label write the below formula, BusinessCardReader1.FullName

Copy and paste two times for the email and Phone number

BusinessCardReader1.Email

and

BusinessCardReader1.BusinessPhone

Next, Save the App and Navigate to the Power Automate (Microsoft Flow)

Create Flow in Power Automate

Now navigate to the same Environment in Power Automate with the same account, First, create a new Flow, and the trigger should be Power Apps that do not get any input from the Power Automate,

Next, click on the Next step and add the “Create contact(V2)”

we need to set up some part of this component.

First the Folder ID, for me is Contacts

Next, the Given Name which is mandatory, click on the box, choose to Ask in Power Apps, then another component fir the GivenName will show choose that one and remove the Ask in pOwer APPs, do the same for the Home Phone and Email address

Then save the Flow and back to the Power Apps

Connect the Power Apps and Power Automate

Back to Power Apps to connect the Apps with Power Automate. Click on the Insert, then click on the button, and change the name of the Button to the Add

Next, click on the Button, then Action, then Power Automate, and in the list at the right sides of the page choose the Flow you just created, then at the formula bar you should it.

The list of required parameters has been listed also there.

Next, add the parameters as below

GettheContact_powerapps.Run(BusinessCardReader1.FullName,BusinessCardReader1.BusinessPhone,BusinessCardReader1.Email)

As you can see all the elements we already add in the Flow to be added in the Contact have been requested here as input parameters.

Run the application using the Run button at the top right

you should see the details and also you should see the contacts have been added to the contact section in outlook

see the video from here

https://youtu.be/lcQoQOhw_uA 

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If you don’t have a Power BI Premium capacity license, then you are limited to refresh your dataflows up to eight times a day, with the frequency of 30 minutes. The good news for you is that you have a way to do unlimited refreshes and with whatever frequency you like using Power Platform Dataflows. Read the rest of this blog article to learn how.

What is Dataflow?

In the world of Power BI, You can separate the data transformation layer using Dataflows. Dataflows can run one or multiple Power Query scripts on the cloud and store the result into Azure Data Lake. The result of the dataflow (which is stored in Azure Data Lake) can then be used in a Power BI dataset using Get Data from Power BI dataflows. If you want to learn more about Dataflows, I highly recommend reading my dataflows series that starts with this article.

Creating Power Platform Dataflows

Dataflow is not only a concept for Power BI, but It is also available as Power Platform dataflow. You can check out one of the announcements of features added in Power Platform Dataflows by Miguel Llopis (one of the product managers of the Data Integration team at Microsoft), here. You can create Power Platform Dataflows, very similar to the way that you create Power BI dataflows. The only difference at the beginning is where you create it. Power BI dataflows are created in Power BI service, Power Platform Dataflows can be created in Power Apps (or Power Platform) portal.

Login to Power Platform Portal here.

Then go to Dataflows under the Data section,

Start a New dataflow

just provide a name for the dataflow, and then create

At this step, you can either go ahead and get data from anywhere you want or use Blank Query and copy a Power Query script from Power BI Desktop into here.

after preparing your queries, you can go to the step of loading it.

Load to Entity

The load to entity step in Power Platform Dataflows is a bit different from Power BI Dataflows. In Power BI Dataflows, the result will be loaded into CSV files into Azure Data Lake, so no more configuration is needed. However, Power Platform Dataflows stores the data into CDS (Common Data Services), and you have to select the entity you want to load this data into it.

You can either choose one of the existing entities or create a new entity, then map fields. Because these are CDS entities, there are some rules for having key fields, name fields, etc. If you don’t know what the CDS is, and where it stores the data, read my article about CDS here.

Refresh Settings

After setting up the load to entity and mapping fields correctly, you will get into the Refresh settings. This is where you can refresh your dataflow even with the frequency of a minute. You can refresh it as many times as you want. You are not limited to eight times or even 48 times a day.

Refresh as much as you want

Here you can see the frequency of the test dataflow that I set up, which ran every minute.

What about Licensing?

I know what you are going to ask now! What about licensing? What type of license do you need for this? Well, for Power Platform dataflows, you don’t need a Power BI license at all, not Premium, not even Pro. You do need, however, to have a Power Apps license. at the time of writing this blog post, there are two options, $10 a month, and $40 a month. Both of these can be cheaper than Power BI Premium if you are a single user (or even a few users). The main difference between the two plans of Power Apps, as I see is the database and file size for CDS;

How to use the results in Power BI?

You can use the result of dataflows in Power BI (similar to the way that you can use the result of Power BI dataflows in Power BI). You need to Get Data from Power Platform Dataflows.

However, at the time of writing this blog post, this feature is still beta and under development, and might not show the Power Platform dataflows.

Another option is also to get data from the Common Data Service. (Because Power Platform Dataflows stores the data into CDS)

Note that Power BI Dataset Refresh Limites Still Applies

Having a Power Query script that can refresh even every minute is great. However, you have to note that the dataflow refresh is different from the dataset refresh. If you use the result of the dataflow in a Power BI dataset, Still you need to get your dataset refreshed, and that means you are limited to eight times a day or 48 times a day or API refreshes depends on your Power BI license limits.

However, having the ability to refresh even the dataflow more frequent, still can be useful for some scenarios. I bet if you came to this post by searching for such functionality, you have some ideas about that already .

Video

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