Common Data Service Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/tag/common-data-service/ Microsoft Dynamics CRM . Microsoft Power Platform Tue, 26 May 2020 06:26:22 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.5 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32 Common Data Service Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/tag/common-data-service/ 32 32 176351444 Storage is over capacity – Freeing storage for Common Data Service Microsoft Dynamics 365 http://microsoftdynamics.in/2020/05/25/storage-is-over-capacity-freeing-storage-for-common-data-service-microsoft-dynamics-365/ Mon, 25 May 2020 08:40:49 +0000 http://microsoftdynamics.in/?p=3112 New cloud storage model doesn't reduce or don't have any bad impact on the system but it gives a proper chance of analysing deep i.e details on top files tables and Growth Rate E.T.C

1st thing we checked our environment which are not Production and straight forward we knew QA, DEV, TEST FILES and LOGS data can be deleted that will free up around 200GB of data.

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Our Customer reached us asking what to do as they consumed free storage limit and also the additional purchased one and answer was quite easy with new cloud storage Model

New cloud storage model doesn’t reduce or don’t have any bad impact on the system but it gives a proper chance of analysing deep i.e details on top files tables and Growth Rate E.T.C

Navigate: https://admin.powerplatform.microsoft.com/analytics/capacityhttps://www.youtube.com/watch?v=UvFrGg8-FP8

1st thing we checked our environment which are not Production and straight forward we knew QA, DEV, TEST FILES and LOGS data can be deleted that will free up around 200GB of data.

So Storage Capacity Usage is Divided into 3 Parts
  • File and database: The following entities store data in file and database storage:
    • Attachment
    • AnnotationBase
    • Any custom or out-of-the-box entity that has fields of datatype file or image (full size)
    • Any entity that is used by one or more installed Insights applications and ends in – Analytics
  • Log: The following entities are used:
    • AuditBase
    • PlugInTraceLogBase
  • Database only: All other entities are counted for your database

Use the following methods to free up storage for each of the capacity types.

File Method 3: Remove email attachments using Advanced Find
Method 4: Remove email messages with attachments using a bulk deletion job
Method 5: Remove notes with attachments using Advanced Find
Method 6: Remove notes with attachments using a bulk deletion job
Log Method 10: Delete audit logs
Delete plug-in trace logs using a bulk deletion job
Database Method 1: Delete bulk email and workflow environments using a bulk deletion job
Method 2: Evaluate and delete suspended workflows
Method 7: Remove bulk duplicate detection jobs and associated copies of duplicate records
Method 8: Delete bulk import environments using a bulk deletion job
Method 9: Delete bulk deletion job environments using a bulk deletion job
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New cloud storage model doesn’t reduce or don’t have any bad impact on the system but it gives a proper chance of analysing deep i.e details on top files tables and Growth Rate E.T.C

  • Actual database usage
  • Top database tables and their growth over time
  • Actual file usage
  • Top files tables and their growth over time
  • Actual log usage
  • Top tables and their growth over time

To view environment-level capacity analytics

  1. Select Analytics > Capacity > Storage capacity.
  2. Select an environment.
  3. Select Details (Details button).

We will now have visibility (via the report in the Power Platform admin centre) into precisely what is using up their data – file storage, log storage, or database storage.

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So Above it says Almost 73GB of storage is occupied by Attachment an I have opened QA. so I can free up to 73GB just by deleting attachment after confirming from the customer.

-> Same way we can run bulk delete on QA, dev of Attachment, emails, notes

-> Then Audit is also a big chunk of data sitting on QA and DEV we don’t want.

So this detail chart section is quite helpful

  1. Select Analytics > Capacity > Storage capacity.
  2. Select an environment.
  3. Select Details (Details button).

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Using AI BUILDER in Power Apps and power Automate , UI FLOW Robotic Process Automation of Microsoft power Platform http://microsoftdynamics.in/2020/05/22/using-ai-builder-in-power-apps-and-power-automate-ui-flow-robotic-process-automation-of-microsoft-power-platform/ Fri, 22 May 2020 09:58:40 +0000 http://microsoftdynamics.in/?p=3057 The post Using AI BUILDER in Power Apps and power Automate , UI FLOW Robotic Process Automation of Microsoft power Platform appeared first on Microsoft Dynamics 365 Blog.

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AI Builder is a low code artificial intelligence platform that supports the Power Platform. it consumption on data that already exists in the Common Data Service (CDS), AI Builder is the platform for providing a low-code user experience for every developer to create and customize their PowerApps and Flows.

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AI model type Category Start here
Prediction Prediction Overview of prediction model
Form processing Vision Overview of form classification model
Object detection Vision Overview of object detection model
Category classification Language Overview of category classification model
Entity extraction Language Overview of entity extraction model

Official Documentation: https://docs.microsoft.com/en-us/ai-builder/

Digitize your Forms to extract information, store or process them​

Scenario
  • Will train our model to read Internet Bills
  • Use the trained Model in power Apps
  • Extract the Total Amount Collected information
  • Will automate extracted Total Amount and other values to Microsoft dynamics 365 or Note or your Local database (Just for the sack of example)
  • Will Store extracted data in the Legacy System using UI FLOW (RPA)

Prebuilt AI models
 
AI model type Category Start here
Business card reader Vision Overview of business card reader
Text recognition Vision Overview of text recognition
Category classification Language Overview of category classification
Key phrase extraction Language Overview of key phrase extraction
Language detection Language Overview of language detection
Sentiment analysis Language Overview of sentiment analysis

Demo & Tutorial Video on using AI Builder in Power apps, Power Automate and UI flow (Robotic Process automation)

Step by Step Tutorial on AI Builder and use in power app to scan a document , store in Dynamics 365 using power automate and copying the data in the Legacy system using UI FLOW RPA

Part 1: Creating New Model and Training our AI Builder

01:41 – AI Builder Models
02:09 – Agenda of Session
04:04 – Prerequisites for AI Builder
05:06 – Create a new CDS Environment
07:22 – Create an Ai Builder Model
08:22 – Select field to analysis
09:31 – Train the AI Builder Model
12:58 – Testing Ai Builder Model with reading Data
13:41 – Using Ai model in Power Apps and Flow

Part 2: Using Trained AI Model in Canvas app and mapping Input text with Form Processing Element

Table Of Content
00:00 Using AI Builder in Power Apps
00:56 Create a Canvas Power app
02:05 Insert AI Builder Model Element
03:26 Map Input Fields with Form Processing
04:50 Testing Power app with AI Builder

Part 3: Using Power Automate to store data in Dynamics 365 and adding a condition to check amount

00:11 – Use Power Automate with AI Builder
02:09 – Create Power App Buttons Power Automate
04:41 – Add Condition in Power Automate Flow
08:10 – Add Power Automate Action in Power Apps
10:34 – Run Ai Builder Power Automate Scenario
13:19 – Directly Use Power Automate in Ai Model

Part 4: UsinG UI Flow Robotic process Automation with AI builder to update legacy database/ application

Need us to Digitally Transform your business? Contact us

[contact-form-7]

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CDS Data Integration Microsoft’s Power Platform http://microsoftdynamics.in/2020/05/18/cds-data-integration-microsofts-power-platform/ Sun, 17 May 2020 22:11:52 +0000 http://microsoftdynamics.in/?p=3006 CDS Data Integration for Dynamics 365 Finance and Operations, Dynamics 365 Sales and SalesForce (Preview), SQL (Preview)—into Common Data ServiceCustomers and Sales Processes are monitored via Dynamics 365 for Sales while Fulfilment & Invoicing Using Dynamics 365 for Finance and Operations To Make bring things closer and easy to connect Microsoft have a Process:prospect to Cash

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CDS Data Integration for Dynamics 365 Finance and Operations, Dynamics 365 Sales and SalesForce (Preview), SQL (Preview)—into Common Data Service

Microsoft has so kindly created a number of different templates to support four major processes.
    * Prospect to cash
    * Field Service Integration with Finance and Operations
    * Project Service Automation Integration with Finance and Operations
    * Talent Integration with Finance and Operations
cds data integration dvmske

Customers and Sales Processes are monitored via Dynamics 365 for Sales while Fulfilment & Invoicing Using Dynamics 365 for Finance and Operations
To Make bring things closer and easy to connect Microsoft have a Process:

Prospect to Cash

Demo & Tutorial Video on Power Platform CDS data Integration

Step by Step Tutorial on Data integration of Power Platform

Part 1: Introduction and Agenda and Prerequisites for Setup Data Integration with Fin&Ops

  1. Dynamics CRM User
  2. Rights to install Prospect to cash Solution to CRM
  3. Dynamics 365 Finops user
  4. Access to Make.powerapps.com & Admin.powerplatform.microsoft.com
  5. All the masters should be in synced between systems
  6. Enable following setting on your operations environment Data import/export framework parameters General section:
    Ignore Error
    Create Error File
    Remove Duplicates

Part 2: CDS Data Integration Connections, Project Creation and Custom Mappings with Fin&Ops

  1.  Connection set for Data integration
  2.  Integration Keys OverView
  3.  Exploring Templates
  4.  Create a Project in Data integration
  5.  Custom Mapping in Data Integration
  6. Advance Query overView

Part 3: CDS Data Integration Connections, Prospect To Cash Demo and configuration

  1. Integration Key in Data Integration
  2. Create a Project for Prospect to Cash
  3. Data Entity Generate Mapping Finops
  4. Refresh Data Entity in Finops
  5. Map Type or Functions Data Integration
  6. New Mapping in Data integration Project
  7. Advance Query Data Integration CDS 2.0
  8. Conditions Filters in Data integration
  9. Source Filter in Data Integration CDS

Part 4: CDS Data Integration Connections, Sync Creation and TroubleShooting

  1. Create Record for Sync in Finops
  2. Run Project Data integration
  3. Troubleshoot Data integration in Finops
  4. Data integration Project in Finops
  5. Check Data Logs for Error in Finops
  6. Map Type Functions in data integration
  7. Transform Data in Map type of project
  8. Job History in Finops
  9. Scheduling Project of Data integration

How do I get it? licensing and pricing and other Official knowledge

You can read the latest licensing guidance or official Knowledge here:
https://docs.microsoft.com/en-us/power-platform/admin/data-integrator

Need us to Digitally Transform your business? Contact us

[contact-form-7]

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