Power AI Builder- Basics

Hello All,

I have been hearing about RPA and looked into different products.

As being a pro Microsoft, It was fortunate to learn that MS has similar features as part of power Automates AI Builder.

AI Builder will help in automating processes to reduce the effort spent on mundane activities and predict the outcome.

The best example of what I can think that can be put in best use is a company receive invoices on email which will be opened by the account/finance team, read them, and create records in finance systems such as Tally or Business Central, etc.

There are the below pre-built models that can be used by making a few configuration changes.

  • Business card reader model
  • Category classification model
  • Entity extraction model
  • Key phrase extraction model
  • Language detection model
  • Sentiment analysis model
  • Text recognition model
  • Text translation model

you can build Custom AI models and the options available are the below.

Category classification model: This model categorizes the text by its meaning so it’s easy to analyze

Entity extraction model: Recognize specific information about your business from data

Form processing model: read and save information different standard documents

Object detection model: Recognize and count things in images

Prediction model: Predict whether something will happen or not

The above custom models are available for all the regions. However, prebuild models are as per below.

I have recently done a POC to give a demo to customer on reading invoices and push them to Business Central. Will write a post soon on that.

Happy learning!!

Thanks,

Sreeni

Power Automate- Basics and menu items

Hello All,

I have been learning the power of the Power platform these days and thought to share the knowledge.

Here I am starting with Power Automate.

Power automate was formally used to be called “Microsft Flow“.  

Power automate is an online workflow that automates the various actions across the most common apps and services.

It has over 220 services that can connect to different applications and can manage data. This list grows constantly.

What can you do with Power Automate?

You can automate the below tasks but not limited

  • Instantly respond to high-priority notifications or emails.
  • Capture, track, and follow up with new sales leads.
  • Copy all email attachments to your OneDrive for Business account.
  • Collect data about your business, and share that information with your team.
  • Automate approval workflows.

Power automate also comes with various templates that can be directly utilized with few configuration changes.

For example: Download an attachment from an email and move to the SharePoint folder. Getting a notification on the creation of a lead or mention the company on Twitter etc.

Before wasting so much time, Let us have a look at the interface and its components.

You will find below in the left-side menu.

  • Action items- this has 2 sections. Where you can manage approvals and business process flows.
    • Approvals: This is where you see the items received, sent for approvals along with history.
    • Business Process flows (BPF): This is where you see the flows which will require inputs or review.
  • My flows- you can see the flows created by you.
  • Create- flow can be created from here with templates or blank.
  • Templates- Predefined templates can be used by making a few configuration changes. 
  • Connectors- You can find over 220 connectors that can be used to connect to multiple services.
  • Data, where you can access entities, connections, custom connectors, and gateways.
  • Solutions, where you can manage your solutions.
  • Learn, where you can find information that will help you quickly ramp up on Power Automate.

Hope this helps.

I will come up with a post to create records in business central reading the invoices from Outlook.

Thank you,

Sreeni Pavalla

What is a PowerApp?

PowerApps……

PowerApps…….

It is PowerApps everywhere!!!

Technical people are talking about it….

Microsoft sending promotional emails about it…..

I was curious about it and started reading.

Curious

What is a PowerApp?

PowerApp is a platform which allows developers and Non developers build applications selecting template which is suitable from the list.

Aim of power app is to target business users to create their own apps without depending on Technical users or without having code expertise.

Microsoft defines PowerApps as a “Suite of apps, services, connectors and data platform that provides a rapid application development environment apps for your business needs.

Users can easily build there applications.

What are the Key Features?

  • It has over 200 connectors to integrate data.
  • Very easy and tight integration with office 365 tools.
  • It has a very nice drag-and-drop user interface.
  • you can add different controls
    • Text
    • Numbers
    • Options
    • Image
    • Video etc…

What kind of Apps we have?

Below information from this Apps

Power Apps is a high-productivity development platform for business apps, and it has four major components:

  • Canvas apps start with your user experience, crafting a highly tailored interface with the power of a blank canvas and connecting it to your choice of 200 data sources. You can build canvas apps for web, mobile, and tablet applications.
  • Model-driven apps start with your data model – building up from the shape of your core business data and processes in the Common Data Service to model forms, views, and other components. Model-driven apps automatically generate great UI that is responsive across devices.
  • Portals start to create external-facing websites that allow users outside your organization to sign in with a wide variety of identities, create and view data in Common Data Service, or even browse content anonymously.
  • Common Data Service is the data platform that comes with Power Apps and allows you to store and model business data. It’s the platform on which Dynamics 365 applications are built; if you’re a Dynamics customer, your data is already in the Common Data Service.

Other Posts : Enable 2020 Wave features

Hope this helps.

I will write more posts on each of these apps-> how to create and execute.

Thank you,

Sreeni Pavalla

Disable UCI – D365

Dear All,

We have been discussing  UCI in dynamics 365.

It is a little difficult between switching from UCI and Settings only screens while doing customization and testing.

UCI can be disabled and can go to Classic (click). However, changing the URL each time will be difficult.

To disable UCI until the Classic is deprecated, Please follow the below steps.

Go to Settings, Below link explains how to go settings

https://sreenipavalla.wordpress.com/2020/03/06/navigate-to-settings-from-uci-dynamics-365/ 

Change the below value to NO

UCI Disable

Thank you,

Sreeni Pavalla

 

 

 

Navigate to settings from UCI

Hello Everyone,

.As usual, I have started my day reaching office, finished my immediate and priority work and started thinking what to learn today.

After couple of minutes, “I got a message from one of my friends Saying

After Oct classic mode will not be available . Then what?

this is all about one of my posts https://sreenipavalla.wordpress.com/2019/06/19/no-settings-and-customization-menu-on-d365-trial/

I was like.. What, why dint i think of it!!!

Then i realized that, no fun in wasting time to think.. and started researching and got this solution.

Users who logged in as admin also will not able to see the “Settings” from left hand side bar.

 

the answer for this is very simple, Go to settings, You will see some thing called as “Advanced Settings

Click on Setting Icon–> Advanced Settings

That will open a new window only with “Settings Screen” as below

Now you are able to see settings and you can customize as needed.

To know more about UCI, Go through this link https://docs.microsoft.com/en-us/power-platform/admin/about-unified-interface

Thank you My friend.

Sreeni Pavalla

Navigate to settings from UCI – Dynamics 365

Hello Everyone,

As usual, I have started my day reaching office, finished my immediate and priority work and started thinking what to learn today.

After couple of minutes, “I got a message from one of my friends Saying

After Oct classic mode will not be available . Then what?

this is all about one of my posts https://sreenipavalla.me/2019/06/19/no-settings-and-customization-menu-on-d365-trial/

I was like.. What, why dint i think of it!!!

Then i realized that, no fun in wasting time to think.. and started researching and got this solution.

Users who logged in as admin also will not able to see the “Settings” from left hand side bar.

the answer for this is very simple, Go to settings, You will see some thing called as “Advanced Settings

Click on Setting Icon–> Advanced Settings

That will open a new window only with “Settings Screen” as below

Now you are able to see settings and you can customize as needed.

Thank you My friend.

Sreeni Pavalla

Timeline Improvements/Enhancements- 2020 Wave 1

2020 wave 1 adding colors to timeline on the record with rich formatting, Search filters and indicators.

Below are the enhancements

  • Text formatting
  • Status of activity through an color indicator
    • Overdue- Bright Red
    • Active – Light Blue
    • Closed- Gray
  • Search for keywords on timeline (Filters)

Hope this helps.

Happy learning!!

Thank you,

Sreeni Pavalla

Kanban View Finally in Dynamics 365 – 2020 Release Wave 1 Feature

Hello Team,

Dynamics 365 has finally came up with look alike “Kanban View” which used to be a fancy view in Salesforce.

What is Kanban View?

Kanban view lists out all the records in visual summary which will help the teams to monitor your work by seeing all the records in one place.

This feature has been incorporated as part of 2020 Wave 1 release to support the below entities.

  • Opportunity
  • Activities

How do you configure/Enable Kanaban View?

Configuring Kanban view is very simple.

I will show how to add Kanban View on Activity entity.

To do that,

  1. Go to customization, Select the entity(1)

2. Click on Controls(2)

3. Click on Add Control and Select Kanban

3. Publish the entity

4. Go to activities, and go to …(elipse) to see Kanban view as below

Hope this helps to start on Kanban.

Happy Coding…

Thank you,

Sreeni Pavalla

Enable preview Features- 2020 Wave release 1

Hello Everyone,

Microsoft dynamics 365, power platform release has very existing features.

As a developer, you will not be able to see them in your trail version until you enable the features in Settings.

To enable, the preview features, Please follow the below.

  1. Go to https://admin.powerplatform.microsoft.com/
  2. Select the environment

3. Click on manage and update

After the completion, you will have early access to features.

Now you are ready to view new features.

Happy learning!!

Thank you,

Sreeni Pavalla

Kanban View for Opportunity in Dynamics 365 Sales – 2020 Release Wave 1 Plan

Very helpful post

Nishant Rana's Weblog

With the 2020 Release Wave 1 Plan, now Kanban View can be added to Opportunity.

To configure it, open the Opportunity entity for Customization, go to Controls tab and Add Kanban control to it and publish the changes.

This adds the Kanban view to the Opportunity’s view.

There are 2 different Kanban views available

  • Based on the BPF Sales stage (stages of the Opportunity sales process BPF)

  • Based on Status (Open, Won, Lost)


Let us look at different actions that we can perform within the Kanban view.

  • Clicking on Title opens the record in new window



  • Fields are editable


  • Use Search to filter the result in the view


  • Each lane shows the total of estimated revenue and total records in the lane


  • Supports drag and drop

Here we are dragging the 4G Enabled Tablets record to Won Status lane.


It opens the close opportunity dialog box.

We can update the…

View original post 143 more words

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