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Showing posts from February, 2024

Execute CRUD operations within the Power Platform using a Canvas App

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  User story: When a new account is created, there is a requirement to execute a curd operation via Power Apps, involving updating an existing record and deleting the record from the accounts. If we want to few complete records in accounts entity on welcome screen: Navigate to vertical Gallery and select Items property should be Item=Accounts. To create a new record, one must click on the plus icon displayed on the screen and input the formula provided below, as illustrated in the following screen. This action will prompt a new screen to open for the creation of the new record.   Navigate ( CreateScreen ) ; ResetForm ( 'Account Create Form' ) After navigating to the creation screen, a new form will be displayed, and it is necessary to configure the data source to 'Account,' as shown in the screen below. And Items property = Defaults (Accounts) Next, upon clicking the submit button, we should save the data in the account entity and return to the main screen. ...

How to enable Co-Pilot for dynamic 365 customer service

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  Copilot transforms the agent experience within Dynamics 365 Customer Service using AI technology. It offers immediate support for quicker issue resolution, improved case handling efficiency, and automation of time-consuming tasks, allowing you to concentrate on delivering top-notch service to your customers. This article will explore the Copilot features designed for Dynamics 365 Customer Service. ·        Enable Co-Pilot ·        Copilot Case summary ·        Ask a Question ·        Draft an Email Navigate to https://admin.powerplatform.microsoft.com/ and select your Environments and on the Generative AI features card, select Edit as shown below screen. Review the terms of use and select the  Move data across regions  checkbox. Next Navigate to Customer Service admin center and click on Productivity on left plan and select agree the terms check bo...

How to implement approval in Teams using Adaptive Cards

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  Adaptive Cards are self-contained user interface components that transcend platform boundaries. Crafted in JSON format, these snippets of UI can be seamlessly exchanged between applications. Upon reaching a particular application, the JSON content is dynamically rendered into native UI elements, seamlessly blending with the app's aesthetic. This approach facilitates the creation and seamless integration of lightweight UI elements across diverse platforms and frameworks. User Story: We're preparing to implement a leave approval workflow in Teams utilizing adaptive cards. Employees will submit their leave requests, and line managers will receive notifications within Teams. Step 1 – Design the Adaptive Card Prior to establishing the flow, let's initiate the card design process using the designer tool to ensure readiness. Visit https://adaptivecards.io/designer/   to access the designer interface and adjust the 'host app' setting to Microsoft Teams – Light /...