Power Platform Archives - Microsoft Dynamics 365 Blog https://microsoftdynamics.in/tag/power-platform/ Microsoft Dynamics CRM . Microsoft Power Platform Wed, 29 Nov 2023 13:36:01 +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&ssl=1 Power Platform Archives - Microsoft Dynamics 365 Blog https://microsoftdynamics.in/tag/power-platform/ 32 32 176351444 Copilot and Power Platform: Highlights from Microsoft Ignite 2023 and What They Mean for You! https://microsoftdynamics.in/2023/11/29/copilot-and-power-platform-highlights-from-microsoft-ignite-2023-and-what-they-mean-for-you/ Wed, 29 Nov 2023 13:36:01 +0000 https://www.inogic.com/blog/?p=36615 This year we experienced a surge in new ways to work day to day all thanks to new Advancements in AI. With various brands and tech giants put up their version of AI for public use cases, back in June Microsoft unveiled their take on AI enabled system, the infamous – Copilot, a collaborative tool...

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Copilot and Power Platform

This year we experienced a surge in new ways to work day to day all thanks to new Advancements in AI. With various brands and tech giants put up their version of AI for public use cases, back in June Microsoft unveiled their take on AI enabled system, the infamous – Copilot, a collaborative tool designed to reduce digital debt and enhance productivity, freeing up people to focus on tasks that require a uniquely human touch.

With the new announcements at Microsoft Ignite 2023, the flagship event for IT Devs and Business Folks, everyone got to know about the new products, features and updates and way forward with Copilot and other AI enabled in Microsoft Ecosystem (Power Platform, Dynamic 365, Microsoft Suite, Azure, Dataverse, etc.)

Attendees also learned about the latest advancements in cloud computing, artificial intelligence, productivity, and collaboration. Moreover, they had the chance to network with other Microsoft professionals and get hands-on experience with the latest Microsoft products and services.

If you want to keep up with the latest news and updates from the event, check out the Microsoft Ignite 2023 Book of News

With all the new buzz that accompanies Copilot, comes a lot of questions like

Copilot and Power Platform

Copilot’s impressive capabilities continue to grow with each update, and this speaks volumes about its potential. But enough with the fanboying – let’s dive into the exciting new Power Platform and other major announcements from Microsoft Ignite.

Microsoft Ignite 2023 has brought some exciting updates to the Power Platform. One of the most significant updates are for Power Apps.

Exciting Power Apps Updates Revealed at Microsoft Ignite 2023

The Power Apps has seen significant updates and improvements, particularly. One of the most noteworthy changes is the rendering of mobile apps natively on devices. This update enhances the user experience with smoother animations, better performance, and increased reliability. This truly native mobile UI/UX feature also offers the latest mobile interaction patterns to users. Additionally, users can now use apps offline, along with the recently introduced modern controls.

Another exciting feature focuses on Copilot, which is available to every user of Microsoft Dataverse-backed canvas apps. Now, Copilot allows users to ask questions about their data with a single click, without any action needed from makers. This Copilot feature is entering a limited preview in December 2023 and ends by March 2024. All Dataverse-backed canvas apps will now include this feature by default, but you’re still in charge. As a maker, you can turn off this functionality for your apps whenever you want.

Microsoft has announced a new feature for Dataverse-backed canvas apps with Copilot. With this feature, users can easily ask data-related questions to Copilot with a single click, without needing any assistance from app makers. This feature will be in limited preview mode starting in December 2023 and will end by March 2024. However, it will be automatically available to all Dataverse-backed canvas apps. Makers can rest assured, as they will maintain full control over the feature and can disable it at any time.

Copilot and Power Platform

Microsoft Unveils Copilot Studio: An Innovative Low-Code Tool for Developers

Microsoft recently unveiled Copilot Studio at the Ignite event. This innovative low-code tool provides developers with the ability to customize Microsoft Copilot for Microsoft 365, as well as develop standalone copilots. Copilot Studio offers a range of powerful conversational capabilities, including GPT customization, generative AI plugins, and manual topics. This allows users to seamlessly personalize Copilot for Microsoft 365 with their own enterprise scenarios. With Copilot Studio, users can quickly build, test, and publish standalone copilots and custom GPTs.

Additionally, the tool provides essential features such as access management, data security, user controls, and analytics. The limited preview of the feature is expected to begin in December 2023, with the full preview available to all by the end of March 2024.

Microsoft Fabric: A Revolutionary End-to-End Analytics Product

Microsoft Fabric is an innovative analytics product that consolidates an organization’s data and analytics into a single platform. This inclusive software allows users to create generative AI experiences via services like Azure AI Studio and Copilot. Currently, the product is widely used, with 25,000 businesses worldwide implementing it.

Power BI and Microsoft Fabric Integration

Integrate Power BI with Microsoft Fabric to generate reports and summaries from the data within the Fabric platform. With Copilot, users can quickly generate insights and narratives in seconds. Additionally, data from Dynamics 365 or Power Platform can be linked to Fabric without the need to export data or build pipelines.

Copilot: The Revolutionary Feature of Microsoft Fabric

Copilot is a new feature in Microsoft Fabric that provides users with access to large language models such as GPT. With natural language or prompts, users can instruct Copilot to perform specific tasks. This feature is now in public preview and is available for Power BI, Data Factory, Data Engineering, and Data Science experiences.

Discover New Capabilities with Power Automate: Enhanced Process Mining, RPA, and Orchestration Features

Power Automate has recently introduced new features to its existing Copilot capabilities, offering users a range of new experiences. Copilot is now equipped to aid users with desktop flows (RPA) by answering their questions and providing step-by-step instructions and relevant information from documentation. Additionally, users can generate scripts by simply describing the task they wish to perform, and the Copilot feature will automatically generate the corresponding code.

Introducing Copilot: The Ultimate Solution for Analyzing Automation Activity

Orchestration is essential for building and operating automation at scale. Copilot’s new experience enables CoE teams to unlock new use cases for their monitoring and governance strategies. It democratizes access to insights, helping automation stakeholders to easily analyze the health and performance of their automation by using natural language queries.

Admins and business users with access to flow histories can query past runs across their environments, which helps in monitoring tasks and detecting potential issues in flows. Copilot is a game-changer for makers, small teams, or part of a Center of Excellence (CoE), as it provides the necessary insights for greater success. If you haven’t established a CoE yet, our automation kit can help you get started.

New Possibilities with Copilot’s Integration into Power Pages

Copilot has already been integrated into Power Pages, enabling creators to develop websites, web pages and forms with natural language. Now, creators can take it a step further and design websites that allow payments, opening up new opportunities for applications.

Copilot and Power Platform

Microsoft Introduces Copilot as Bing Chat’s Rebranded and Expanded AI Chat Interface

Microsoft’s Bing Chat is now Copilot, universalizing the AI chat interface for Windows 11, Bing, and Edge. Moreover, Microsoft has added new AI features to Copilot, including Copilot for Azure, Copilot for Service, Copilot Studio, and Copilot in Dynamics 365 Guides.

Microsoft Unveils Two New Custom Chips for Cloud Infrastructure

Microsoft is continuing to push the boundaries of AI with the introduction of two new, custom-designed chips for its cloud infrastructure. The Azure Maia 100 is solely optimized for artificial intelligence (AI) tasks and generative AI, while the Azure Cobalt 100 is a CPU chip that uses the Arm Neoverse CSS design to enhance both performance and energy efficiency in general cloud services on Azure. These chips will be implemented in Azure data centers early in 2024, demonstrating Microsoft’s commitment to providing innovative AI solutions that cater to customer needs and enhance its supply chain.

Microsoft Introduces Loop, Its Rival to Notion

Microsoft has unveiled its latest collaboration hub, Microsoft Loop, which aims to rival Notion and other similar platforms. Loop is specifically engineered to sync across all Microsoft 365 apps and services, providing users with workspaces and pages to organize their tasks, projects, and documents. What sets Loop apart from its competitors is the seamless integration with the Microsoft 365 suite. Loop is now accessible to users in public preview mode.

Microsoft’s Copilot: Now Revolutionizing Security Management

Microsoft is leading the way in creating a unified security operations platform by combining its Sentinel and Defender XDR platforms. The addition of Security Copilot chatbot to this framework brings cutting-edge conversational AI capabilities to IT and security teams, resulting in simplified and streamlined security management. These advancements are a crucial step forward in improving security measures.

Conclusion

Microsoft’s Power Platform can be significantly enhanced with the use of Copilot – natural language and generative AI capabilities, Copilot can help you automate, analyze data, develop apps, and even create content. Copilot can increase your productivity, efficiency, and creativity, making it easier for you to reach your objectives.

If you haven’t tried Copilot yet, you’re missing out on an amazing opportunity to take your business to the next level. Inogic is here to help you develop Power Apps, Power Automate, Power BI, or Power Pages using Copilot. As your trusted advisor, we understand your unique business needs and can help you achieve your goals.

Visit Inogic’s website or contact us at crm@inogic.com to learn more about our Power Platform Professional Services and how you can leverage the power of Copilot.

The post Copilot and Power Platform: Highlights from Microsoft Ignite 2023 and What They Mean for You! first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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Power Platform – The Pivot You Need to Transform Your Business Operations https://microsoftdynamics.in/2023/08/16/power-platform-the-pivot-you-need-to-transform-your-business-operations/ Wed, 16 Aug 2023 15:45:24 +0000 https://www.inogic.com/blog/?p=35764 By 2024, a staggering 70% of new applications developed by enterprises will utilize the cutting-edge power of no-code or low-code technologies. This eye-opening statistic is brought to you by Gartner’s insightful 2022 report on the dynamic low-code/no-code market. So, what’s behind the meteoric rise of low-code/no-code development? Let’s delve into the captivating reasons why this...

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By 2024, a staggering 70% of new applications developed by enterprises will utilize the cutting-edge power of no-code or low-code technologies.

This eye-opening statistic is brought to you by Gartner’s insightful 2022 report on the dynamic low-code/no-code market. So, what’s behind the meteoric rise of low-code/no-code development? Let’s delve into the captivating reasons why this innovative approach is capturing the attention of businesses worldwide.

  • Turbocharge Digital Transformation: Low-code/no-code development accelerates digital transformation initiatives by enabling organizations to rapidly create and deploy applications. With intuitive visual interfaces and pre-built components, businesses can streamline their development processes and bring innovative solutions to market faster.
  • Empower Your Workforce. The beauty of low-code/no-code lies in its ability to empower non-technical users, such as business analysts and citizen developers, to create applications without extensive coding knowledge. This fosters creativity, innovation and enhances collaboration across teams, allowing them to solve problems and drive business growth more efficiently.
  • Fortify Your Security: By providing built-in security features and reducing reliance on custom-developed applications, these platforms enhance your security posture. Protecting precious data and complying with stringent security regulations become far more manageable tasks.

Introducing the game-changer in streamlining business operations – Power Platform. This powerful suite of tools revolutionizes how businesses operate, offering exceptional features. With Power Apps – Model Driven Apps and Canvas Apps, users create customized applications tailored to their unique needs. Power Pages enable dynamic web pages infused with valuable business intelligence, enhancing data-driven decision-making. Power Automate automates repetitive tasks, freeing up time and effort for critical endeavors. Power BI provides comprehensive data visualization and analysis, uncovering invaluable insights. Let’s not forget the innovative Power Virtual Agents, intelligent chatbots that enhance customer engagement. AI Builder opens up a world of possibilities, harnessing the capabilities of artificial intelligence.

By leveraging Power Platform, businesses can streamline processes, boost productivity, and unlock new possibilities for growth and innovation. Efficiency, responsiveness, and overall experiences are elevated for all stakeholders.

To illustrate the practical benefits, let’s consider a use case in the real estate sector. With a market value of $3.69 trillion in 2021 and a projected compound annual growth rate (CAGR) of 5.2% from 2022 to 2030, the global real estate market demands efficiency and productivity to maintain a competitive edge. Real estate professionals must continuously adapt and improve their processes to meet evolving market trends, technological advancements, and customer demands. Streamlining operations, maximizing resources, and delivering exceptional customer service is critical in this time-sensitive industry.

Dream House Brokerage Agency, a leading player in the market, recognized the need to streamline operations and enhance the user experience for sellers and buyers. By leveraging Power Platform and its suite of apps, Dream House became a pioneering broker agency that provides a platform for sellers and buyers to connect and engage in property transactions. However, the agency faced challenges and pain points in its current workflow.

  • For Sellers: Submitting property listing requests to Dream House through their traditional website via manual contact is a cumbersome and inconvenient process that consumes time.
  • For Dream House: Manual Assignment of salespersons to handle each seller’s request and then selecting the nearest agent to visit a property can be ineffective and lead to unnecessary delays. Manual recording of property details adds to the administrative burden. Additionally, manually recording buyer decisions and relying on separate survey apps and systems for feedback collection further complicates the process. Also, purchase departments have to be process dependent on the sales department for processing activities.
  • For Buyers: The process of searching for properties and arranging viewings is greatly influenced by the availability of salespersons and agents, which can lead to possible delays

Dream House recognizes the need to streamline operations and enhance the user experience for both sellers and buyers. By embracing Power Platform and its suite of apps, Dream House can address these practical challenges and maximize its organizational potential.

Let’s explore the key areas where challenges can be effectively addressed:

  • Seller Requests Property Listing: Sellers can now easily submit their property listing requests through Dream House’s website, leveraging the convenient Power Pages. By eliminating manual paperwork and excessive human interaction, this streamlined process enables sellers to provide accurate property details swiftly.

  • Creating Modules for Sales and Purchase Teams: To ensure efficient property evaluations, Dream House harnesses the power of the Model Driven app in Power Platform. By creating separate modules for sales and purchase teams, each with its own set of criteria to advance to the next stage, both teams can work independently and maintain exceptional efficiency and precision.

Power Platform

  • Assigning Salesperson to Buyer’s Request: Dream House tackles the challenge of assigning salespersons to buyer requests by utilizing a third-party app called Lead Assignment and Distribution Automation. This innovative tool ensures quick allocation of available salespersons, based on either round-robin or capacity planning, minimizing confusion and maximizing resource allocation.

Power Platform

  • Assigning the Nearest Agent for Property Evaluation: With the aid of model-driven apps, the assigned salesperson can view property listings and effortlessly manage and monitor property records using the third-party app Kanban Board. To optimize routing and appointment scheduling, Dream House leverages Maplytics, a Power Platform add-on to get a visual representation that simplifies the assignment of the nearest agent to visit the property and capture relevant details.

Power Platform

  • Listing Property on the Website: The agent can capture and submit property information through the Property Assessment App built on the Canvas App. Then salesperson can verify the details and lists the property on the Dream House website. With Power Platform’s automation features, the property listing process becomes streamlined, reducing communication duration and improving overall efficiency.

Power Platform

  • Buyer Shows Interest: Buyers can conveniently visit the power pages-based Dream House website. They can effortlessly search for properties based on their preferences and mark properties as “interested” if they find a suitable option. This seamless user experience is made possible through the Power Platform, ensuring easy navigation through property listings.

Power Platform

  • Agent Updates Buyer’s Decision: After a property review, the agent updates Dream House regarding the buyer’s decision. By recording these updates in the system, Dream House can track the progress of each property, facilitating further processing and ensuring effective communication between all parties involved.

Power Platform

  • Purchase Department and Document Management: As the salesperson moves to the next stage, the Kanban view reflects the property’s status. Once sold, the property moves to the purchasing department, where a dedicated model-driven module helps fulfill the department’s specific needs. To optimize CRM storage space, Dream House utilizes Attach2Dynamics, seamlessly moving documents to various cloud storage options like SharePoint, Azure Blog storge and Dropbox. The systematic completion of events ensures smooth and efficient operations.

Power Platform

  • Customer Feedback: Dream House understands the importance of customer feedback and leverages the Power Platform’s capabilities to gather valuable insights. Utilizing the Microsoft Customer Voice app and Power Automate, Dream House sends surveys to buyers and sellers, recording their responses in the CRM system. This feedback helps the agency identify areas for improvement and enhance overall customer satisfaction.

Power Platform

By implementing Power Platform, Dream House successfully transformed its operations, maximized productivity, and improved the user experience for sellers and buyers. Streamlining property listing requests, optimizing lead assignments, and ensuring systematic event completion resulted in exceptional efficiency and enhanced customer satisfaction.

Inogic’s impact extends across diverse industries, including the real estate sector, where Power Platform customization creates transformative possibilities. In real estate, Power Platform can be tailored to manage property listings, automate client communications, and provide data-driven insights for informed decision-making. As a pioneer in delivering tailored excellence, Inogic collaborates closely to understand unique industry demands, ensuring that our solutions drive efficiency, enhance user experiences, and fuel growth. Through harnessing the power of low-code/no-code capabilities and Inogic’s expertise, the real estate industry and others can thrive in this digital era. Elevate your industry, seize the future, and journey towards unparalleled business excellence with Inogic by your side.

To embark on an innovative journey with Inogic and enhance your user experience with Dynamics 365 CRM and Power Platform, visit our website or contact us at crm@inogic.com.

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” msbuild is not recognized as internal or external command ” error PCF – msbuild error – msbuild is not recognized https://microsoftdynamics.in/2022/09/21/msbuild-is-not-recognized-as-internal-or-external-command-error-pcf-msbuild-error-msbuild-is-not-recognized/ Wed, 21 Sep 2022 18:06:07 +0000 https://microsoftdynamics.in/?p=4605   You get an error – “msbuild is not recognized as internal or external command” while executing msbuild command from your regular command prompt You get an error – “msbuild is not recognized as internal or external command” while executing msbuild command from Visual studio code.  Step 1 – Go to properties of current machine...

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  • You get an error – “msbuild is not recognized as internal or external command” while executing msbuild command from your regular command prompt
  • You get an error – “msbuild is not recognized as internal or external command” while executing msbuild command from Visual studio code. 

    Step 1 – Go to properties of current machine This PC.

    Step 2 – click on Advanced system settings

    Step 3 – Click Environment Variable

    Step 4 – Edit Path Value

    Step 5 – Set the path

    For Visual Studio 2019 use below value.

    HTML

    For Visual Studio 2017 use below value.

    HTML

    Click in OK in all Widows and Done.

    Step 6 – Reopen Command Prompt or Visual Studio code and open terminal

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How to get quick results by using ‘Global Intelligent Search’ https://microsoftdynamics.in/2021/07/09/how-to-get-quick-results-by-using-global-intelligent-search/ Thu, 08 Jul 2021 20:00:55 +0000 https://www.inogic.com/blog/?p=28562 Introduction: In the recent release, Microsoft added one powerful feature called ‘Global Intelligent Search’. In this blog, we will see how the admin can enable this for the organization and how it helps the user, and some tricks to get quick results. Enable Relevance Search: In the Power Platform admin center, select an environment. Select Settings> Product > Features. Under Search,...

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Introduction:

In the recent release, Microsoft added one powerful feature called ‘Global Intelligent Search’. In this blog, we will see how the admin can enable this for the organization and how it helps the user, and some tricks to get quick results.

Enable Relevance Search:

  1. In the Power Platform admin center, select an environment.
  2. Select SettingsProduct > Features.
  3. Under Search, set Relevance Search to On.
  4. Select Save.

Global Intelligent Search

Note: Once you enable this option it will take 5-10 min.

Click Here to Know more about relevant search configuration.

Once Admin is done with enabling and configuring the option then within CRM a search option will be available on the top.

Global Intelligent Search

Now we will show you some tricks so that you can easily find records quickly using binary operations.

1. Here, first I entered ‘Contoso’ and saw that it is showing all the records with the word Contoso.

Global Intelligent Search

2. Next, I entered the Account name + primary contact name as ‘Contoso + Calvin’ and it displayed only those records whose account name starts with Contoso and primary contact is Calvin. So, by using ‘+’ button you will get an exact match.

Global Intelligent Search

3. But now, I’m looking for a record where the account name contains Contoso or contact person is Calvin. In this situation, I’ll use ‘Account name | primary contact name’ format i.e., ‘Contoso | Calvin’. Now it displayed all the records whose account name starts with Contoso and primary contact is Calvin. Here by using ‘|’ button, I will get all the records whose account name is Contoso or primary contact is Calvin.

Global Intelligent Search

4. Similarly, now I want all accounts to start with Contoso but primary contact should not start with Calvin. For this, I will search by using Account name + (-Primary contact name). So I will enter ‘Contoso –Calvin’ in the search option and it will get all account records except the primary name starting with Calvin.

Global Intelligent Search

5. Sometimes it happens that you don’t know exact spelling or you just know the start or end word of any field. In this case, you can use ‘*’ before or after any word so it will give all the records as per the asterisk mark. In the below case, I entered ‘Con*’ so it will get all records starting with Con.

Global Intelligent Search

6. If you are looking for an exact match then just enter the word in the double quotation so it gets only those records which are exactly matched.

Global Intelligent Search

Also, when we search for any records then we mostly perform some common actions. These are now by default available within the search result called as ‘Quick Actions’. So, now you don’t need to open the records to perform an action. You can simply search for the records and perform actions as the actions are available there itself as shown below.

Global Intelligent Search

In the next blog, we will see how Quick Actions can be configured.

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Option to change Data type to AutoNumber for existing Text fields now available with the new maker experience for Power Platform! https://microsoftdynamics.in/2021/06/19/option-to-change-data-type-to-autonumber-for-existing-text-fields-now-available-with-the-new-maker-experience-for-power-platform/ Sat, 19 Jun 2021 16:56:29 +0000 https://www.inogic.com/blog/?p=23924 Back in the old days, we had to write custom plugins to auto-generate code values to automatically assign sequential numbers to records being created. To overcome this issue of having to generate unique values at all times through custom code and to support the auto generation of a codes based on a given seed and...

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Back in the old days, we had to write custom plugins to auto-generate code values to automatically assign sequential numbers to records being created.

To overcome this issue of having to generate unique values at all times through custom code and to support the auto generation of a codes based on a given seed and format value, ‘AutoNumber’ data type was added.

Until now, the way to use new AutoNumber data type was to create a new field with the AutoNumber data type. This means, if you have been using a text field until now to store the auto-number generated through custom code and now want to switch to the in-built auto-number data type field, then you have to create a new one, you could not reuse the same field.

But now with the new maker experience at https://make.powerapps.com, it looks like we can change the data type of an existing Text field to AutoNumber.

Power Platform

Once you change the data type to AutoNumber, you have all the configuration properties available.

Power Platform

With the String prefixed number type, you could generate values as shown below:

Power Platform

And the Date prefixed number could be used for generating a sequential code for each date.

Power Platform

It does not support generating number by the month like 2020-06-1000, 2020-06-1001 and so on. To do this, change the AutoNumber type to custom. Since my previous selected format was date prefixed, it auto-fills the format based on that and then we can edit the format as per our need.

Power Platform

In case you want to generate codes similar to how Microsoft does for the OOB case entities, where along with a prefix and sequential number, it also adds a random string, you could do that by setting the format as follows:

Power Platform

Go ahead and switch to using AutoNumber data type without worrying about historic number sequence and continue using the same field as before.

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Field Comparisons now available for Queries in Power Platform https://microsoftdynamics.in/2021/06/19/field-comparisons-now-available-for-queries-in-power-platform/ Sat, 19 Jun 2021 05:14:29 +0000 https://www.inogic.com/blog/?p=24754 Dynamics 365 CRM and the platform underneath has always provided for a proprietary query language called FetchXML. With the introduction of CRM Online, this became the defacto query language as SQL commands could no longer be used (well querying data through sql is being reintroduced, under preview right now, but that is another topic for...

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Dynamics 365 CRM and the platform underneath has always provided for a proprietary query language called FetchXML. With the introduction of CRM Online, this became the defacto query language as SQL commands could no longer be used (well querying data through sql is being reintroduced, under preview right now, but that is another topic for discussion)

The FetchXML syntax is not as extensive and flexible as SQL syntax and had its limitations. One of them being when you provide filter conditions, the value on the right hand side of the condition always had to be a constant static value

i.e address1_city = ‘Mumbai’

<condition attribute=’address1_city’ operator=’eq’ value=’Mumbai’ />

If we wanted to list out contacts that do not have the same city in the bill-to and ship-to addresses, we were looking for a query in the form of

Select * from contact

where contact.address1_city <> contact.address2_city

This had not been possible until now as it was comparison between values in fields rather than constant or static values.

With the new enhancements to FetchXML, it is now possible to frame this query

<fetch version=”1.0″ output-format=”xml-platform” mapping=”logical” distinct=”false” >

<entity name=”contact” >

<attribute name=”fullname” />

<attribute name=”address1_city” />

<attribute name=”contactid” />

<filter type=”and” >

<condition attribute=” address1_city” operator=”eq” valueof=”address2_city” />

</filter>

</entity>

</fetch>

If you notice to use comparison between fields, we are using valueof instead of value that we have traditionally used when comparing with static values

The field comparison supports the following operators

  • Equal (eq)
  • NotEqual (neq)
  • GreaterThan (gt)
  • GreaterEqual (ge)
  • LessThan (lt)
  • LessEqual (le)

<condition attribute=”FirstAttributeLogicalName” operator=”OperatorKeyword” valueof=”SecondAttributeLogicalName” />

OperatorKeyword will have one among values from the list – eq,neq,gt,ge,lt,le

Here is a table of the field types supported by each operator

C:\Users\Saksh\Downloads\Inogic\Inogic Blog Posts\16th Sept\field types supported by operator table.png

Apart from FetchXML, if you would like to use the query expression, you could use the following code for field comparison.

var query = new QueryExpression(“nc_devices”);

query.ColumnSet.AddColumns(“nc_faultycount”, “nc_propercount”);

query.Criteria.Conditions.Add(new ConditionExpression(“nc_faultycount”, ConditionOperator.GreaterThan, true, “nc_propercount”));

EntityCollection results = new EntityCollection();

results=service.RetrieveMultiple(query);

Note: This field comparison feature in Query Expression can be used only for sdk assemblies with version greater than or equal to 9.0.2.25. But field comparison feature in FetchXML is available for all v9 version of sdk assemblies and also v8 versions too.

Currently these platform enhancements are available to developers for use through SDK calls. The query designer options available through the UI like the Advanced Find Query builder is yet to support this feature.

This first iteration of this feature does come with certain limitations. Please check the below link regarding the limitations.

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/column-comparison#limitations

Please visit the Source and support them

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UCI How Dynamic URL work in UCI with some additional application mode parameters https://microsoftdynamics.in/2020/09/29/uci-how-dynamic-url-work-in-uci-with-some-additional-application-mode-parameters/ Mon, 28 Sep 2020 23:49:18 +0000 http://microsoftdynamics.in/?p=4179 Explaining Unified client interface URL Parameter and how it dynamically change the value while navigating to different pages

Table of Contents:

00:00 - Introduction
00:29 - UCI Dynamics URL parameters
01:32 - Unified client Interface URL Explained
03:16 - Cmdbr or command bar
03:54 - NavBar or Navigation Bar
04:23 - Create a power automate the flow
06:39 - Get Environment URL in Power automate
08:19 - Create Dynamics Record URL in ms Flow
10:31 - Add dynamics URL in Email

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Explaining Unified client interface URL Parameter and how it dynamically change the value while navigating to different pages

Table of Contents:

00:00 – Introduction
00:29 – UCI Dynamics URL parameters
01:32 – Unified client Interface URL Explained
03:16 – Cmdbr or command bar
03:54 – NavBar or Navigation Bar
04:23 – Create a power automate the flow
06:39 – Get Environment URL in Power automate
08:19 – Create Dynamics Record URL in ms Flow
10:31 – Add dynamics URL in Email

One of the Interesting thing in UCI is the way URL changes while navigating between pages examples

If we navigate to Entity form PageType = Entity , ent=logicallname , ID = guid

If we Navigate to Entity List PageType =EntityList , ViewID =GUID

If we navigate to Dashboard PageType = Dashboard with ID

As per the above image, the URL contains 3 parts

  1. URL of Environment: when we talk about the dynamic Record URL it should also consider when we move from UATto production we should not change it in the Production manual it should automatically take the URL of Environment.DVMSKEUAT.CRM.Dynamics.com to DVMSKEPROD.CRM.Dynamics.com
  2. App ID: Each App has it unique Id if you want that Entity to open in a specific App we need to Define it in the URLappid = GUID
  3. CMD Bar: CRM Bar is the bar where we navigate throw cmd buttons. We can remove/add-in from window by putting cmdbar= false/true

  4. NavBar: This is the Blue bar of CRM where we navigate app and entity history, We can Remove/add in form window by setting navbar=on/off

  • PageType: it is used to define type of page , Example pagetype=dashboard , pagetype=entitylist , pagetype=entity  E.T.C

  • ENT: ent stands for Entity where we define the name of entity example account, contact, incident in our case
  • ID: this defines GUID unique id of the page type or entity we want to retrieve data for example if we  using pagetype= Dashboard it will need GUID of Dashboard

Thank you.

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Introduction to Microsoft Omni Channel for Customer Service https://microsoftdynamics.in/2020/05/17/introduction-to-microsoft-omni-channel-for-customer-service/ Sun, 17 May 2020 06:28:47 +0000 http://microsoftdynamics.in/?p=2948 The post Introduction to Microsoft Omni Channel for Customer Service appeared first on Microsoft Dynamics 365 Blog.

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Channels supported by Omni Channel for Customer Service

Omni Channel for Customer Service is a new offering from Microsoft that sits on top of the existing Microsoft Dynamics 365 platform. As the name suggests the new robust platform is specifically built for the Customer Service agents, supervisors and administrators to handle Customers across different channels at the same time.

As of today the platform supports various channels such as Chat, SMS, Facebook, Twitter, etc. The platform also be extended to support System and Custom entities. Currently WhatsApp, Microsoft Teams and integration with other Custom channels is still in preview mode.

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Queues and Users 

  • The platform allows administrators to configure different types of queues based on skills, specializations, shifts, etc.
  • Administrators can also configure existing Dynamics 365 users as Omni Channel users and different their key attributes such as Capacity.
  • Chat BOTS configured using Microsoft Power Virtual Agent are also available that can be used for internal consultation or as first point of contact for Customer interaction.
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Work Distribution is a concept of Omni Channel for Customer Service that ensures conversations are routed effectively to relevant agents based on their availability and skills.

Please refer to this link on Microsoft’s official website to know more about the product.

In the upcoming posts, we will explain how to provision, configure and extend this super awesome platform. So keep an eye on this blog.

Upcoming : Integration between Microsoft Power Virtual Agent and Omni Channel for Customer Service

The post Introduction to Microsoft Omni Channel for Customer Service appeared first on Microsoft Dynamics 365 Blog.

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Digital Transformation Using Power Platform https://microsoftdynamics.in/2020/05/08/digital-transformation-using-power-platform/ Fri, 08 May 2020 12:05:24 +0000 http://microsoftdynamics.in/?p=2935 Using Power Platform ,which combines the robust power of PowerApps, PowerBI, Power Automate, AI , BOTS, Data Connectors into one powerful business application platform
The Power Platform connects to a wide range of data sources – including third-party apps whose control is fully integrated into power Platform admin like managing Business or non-bussiness Data sources which gives a super layer of security to the business.

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Using Power Platform

which combines the robust power of PowerApps, PowerBI, Power Automate, AI , BOTS, Data Connectors into one powerful business application platform
The Power Platform connects to a wide range of data sources – including third-party apps whose control is fully integrated into power Platform admin like managing Business or non-bussiness Data sources which gives a super layer of security to the business.
Demo & Tutorial Video on Power Platform CDS data Integration
1. Prerequisites / Checklist before starting the setup
2. Connections with Microsoft dynamics 365 and Dynamics
3. Connection Sets
4. Integration Keys
5. Exploring Templates
6. Creating a Project
7. Mappings / Custom Mappings
8. Conditions / Filters i.e if status = approved or submitted then only sync
9. Advance Query in Mappings
Schedule
10. Troubleshoot any Integration errors in Fin&ops or CRM

Digital Transformation with AI Builder

New Power Platform low-code solution for enabling us to easily automate processes, predict outcomes, improve business performance.
Few in-built OOB models available: In AI Builder, AI is based on model types as follows.
Ai Builder Power Platform

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

  • Will train my 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 Generate a Power Bi chart to show Total amount collected data for the year

How do I get it? Power Platform licensing and pricing

PowerApps and Power Automate licensing is fairly complex. You can read the latest licensing guidance here:
https://docs.microsoft.com/en-us/power-platform/admin/powerapps-flow-licensing-faq

Want our help to Digitally transform your business with Power Platform Contact us.

[contact-form-7]
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Build and consume solutions for web and mobile
with Power Apps, We can create apps for any purpose, such as a simple contact list, a mobile surveying app or an expense processing app, COVID-19, Criss management App

  • Build mobile-friendly apps quickly and without development knowledge and reducing pressure on busy IT teams
  • Connect to and surface data from your business applications, such as Dynamics 365 and Office 365 (and also third-party apps)
  • Surface key data into a user-friendly app to help data entry – meaning users only see the information they need to fulfil a particular task
https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/powerBI-DVMSKE.png?resize=100%2C100&ssl=1

Power BI is a business analytics tool which allows you to easily connect to data sources, create visuals and gain business intelligence quickly. It allows you to:

  • Click and connect with Microsoft and third-party cloud services, as well as on-premise data sources
  • Easily manipulate data and create visuals, such as charts, dashboards, maps and many more – so you can present your data in an easy-to-digest format
  • Use natural language to query data and get results (i.e. “show me our sales pipeline for 2018 by month, by sales person”)
  • Overall, allowing you to easily analyse and make sense of complex data to enable continual improvement
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Microsoft PowerAutomate: Power Automate used to be known as Microsoft Flow. This allows you to create automated workflows between your Microsoft services or other third-party applications, which allows staff to avoid carrying out repetitive tasks and save valuable time. It allows you to:

  • Use pre-built automation templates for common automation (within the Flow Gallery)
  • Create your own automation by connecting various applications, such as Outlook, SharePoint Dynamics 365 or non-Microsoft apps like Twitter, Asana, Gmail, MailChimp etc.
  • Set up triggers, alerts, automated emails, push notifications and much more – with no coding and in minutes
  • Overall it allows you to save time, reduce human error and streamline your processes
https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/05/images-3.png?resize=160%2C160&ssl=1

Easily build chatbots to engage conversationally with your customers and employees—no coding required.

  • Fetch Data from multiple Data sources i. Get Case info for entered case ID from Case management system (Dynamics, Service Desk, Jira, E.T.C.)
  • Use FAQ using your own or an Opensource Website, which enable the bot to answer the user query
  • Connect using any cognitive service using Power automate connectors

SOURCE : DVMSKE.COM

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