Teknologeek - To learn new technologies

Sunday, 5 March 2023

Move existing email attachments from Dynamics 365 to Azure Blob storage using Power Automate Flow

To move existing email attachments from Dynamics 365 to Azure Blob storage without writing any code, you can follow these steps:

Set up Azure Blob storage: If you haven't already, create an Azure Blob storage account in the Azure portal. Make a note of the storage account name, container name, and access key.
Set up Power Automate: Power Automate (formerly Microsoft Flow) is a cloud-based service that allows you to create automated workflows between different applications and services, including Dynamics 365 and Azure Blob storage. Go to the Power Automate website and sign in with your Microsoft account. If you're new to Power Automate, you may need to create a new account.
Create a new Power Automate workflow: Click on the "Create" button on the Power Automate home page, then select "Instant cloud flow". Give your flow a name and click "Create".
Configure the trigger: In the workflow designer, click on "Manually trigger a flow" under "Start with". This will allow you to manually trigger the flow when you're ready to move email attachments to Azure Blob storage.
Get the email attachments: Add the "Get attachments (preview)" action to the workflow. In the "Email Message Id" field, select the ID of the email message containing the attachments. You can get this ID by opening the email in Dynamics 365 and looking for the "Message Id" field.
Add the Azure Blob storage action: Add the "Create blob" action to the workflow. In the "Blob content" field, select the output from the "Get attachments (preview)" action. In the "Blob name" field, specify a name for the blob. You can use dynamic content to create a unique name for each blob, such as the name of the email attachment.
Configure the Azure Blob storage connection: If you haven't already, you'll need to create a connection to your Azure Blob storage account. Click on "New Connection" under "Connections" and select "Azure Blob Storage". Enter your storage account name, container name, and access key.
Test the workflow: Save and test the workflow to make sure it's working correctly. To trigger the workflow, click on "Run flow" and follow the prompts.
Schedule the workflow (optional): If you want to automate the process of moving email attachments to Azure Blob storage on a regular basis, you can schedule the workflow to run automatically. Click on "Scheduled from blank" under "Start with" and follow the prompts to set up a schedule.

That's it! Your existing email attachments from Dynamics 365 will now be moved to Azure Blob storage automatically.

How to fetch data from Dynamics 365 CRM online from Power Virtual Agent?

To fetch data from Dynamics 365 CRM online in Power Virtual Agent, you can follow these steps:

1. Connect your Power Virtual Agent to your Dynamics 365 CRM online instance using the Dynamics 365 connector. To do this, navigate to the "Connections" tab in the left-hand menu of the Power Virtual Agent authoring canvas, and click the "New connection" button. Select the "Dynamics 365" connector, and follow the prompts to enter your CRM instance URL and credentials.

2. Once you've established a connection, you can use the "Get records" action in Power Virtual Agent to retrieve data from your CRM instance. To use this action, drag it from the "Data" category of the "Actions" panel onto the canvas, and configure the action to specify the entity you want to retrieve records from, as well as any filters or sorting options you need.

3. Once you've retrieved the data, you can use the "Send a message" action to display the data in your bot's conversation flow. To do this, drag the "Send a message" action onto the canvas, and configure the action to include the data you retrieved in the previous step. You can use variables and expressions to format the data as needed.

4. Finally, you can test your bot to ensure that it is properly retrieving and displaying data from your CRM instance. You can do this by clicking the "Test bot" button in the upper right-hand corner of the authoring canvas, and then engaging your bot in a conversation in the test window that appears.

Dynamics 365 Customer Experience Focus Areas: Technical Consultant (Beginner Level)

As a beginner in Dynamics 365 CE, there are several areas that a technical consultant should know. Here are some of the essential areas that you should focus on:

Data Model: Understanding the data model of Dynamics 365 CE is critical. You should know the different types of entities, their relationships, and how to create custom entities.
Configuration: Dynamics 365 CE offers extensive configuration capabilities that allow you to tailor the application to your customer's needs. You should be familiar with the configuration options, including customizing forms, views, dashboards, and business process flows.
Development: Dynamics 365 CE provides a robust development platform that allows you to build custom extensions using various technologies like C#, JavaScript, HTML, and CSS. You should be familiar with the development tools and techniques used in Dynamics 365 CE.
Integration: Dynamics 365 CE supports integration with other systems using various integration technologies like REST API, SOAP, and OData. You should know how to integrate Dynamics 365 CE with other systems.
Security: Dynamics 365 CE has a sophisticated security model that allows you to control access to data and functionality. You should be familiar with the security model and know how to configure security roles and privileges.
Business Processes: Dynamics 365 CE supports various business processes, such as lead management, opportunity management, and case management. You should understand how these processes work and how to configure them to meet your customer's requirements.
Power Platform: Dynamics 365 CE is part of the Microsoft Power Platform, which includes Power Apps, Power Automate, and Power BI. You should be familiar with the Power Platform and know how to leverage its capabilities to build custom solutions.

By mastering these areas, you can become an effective Dynamics 365 CE technical consultant and deliver solutions that meet your customer's needs.

Dynamics 365 Customer Experience Focus Areas: Functional Consultant (Beginner Level)

As a beginner in Dynamics 365 CE, there are several areas a functional consultant should focus on learning:

Understanding the basics of Dynamics 365 CE: A functional consultant should have a good understanding of the basics of Dynamics 365 CE, including the components and architecture of the system, how to navigate the user interface, and how to use the various features and functionalities.
Data management: A functional consultant should have a good understanding of data management in Dynamics 365 CE, including how to create and manage records, import and export data, and perform bulk data operations.
Customization: A functional consultant should have a good understanding of how to customize Dynamics 365 CE, including how to modify forms, views, and dashboards, and how to create custom fields, entities, and workflows.
Business processes: A functional consultant should have a good understanding of how to model business processes in Dynamics 365 CE, including how to define workflows, automate tasks, and configure business rules.
Integration: A functional consultant should have a good understanding of how to integrate Dynamics 365 CE with other systems, including how to use web services, APIs, and third-party connectors.
Reporting and analytics: A functional consultant should have a good understanding of how to create and manage reports and dashboards in Dynamics 365 CE, including how to use advanced analytics tools and features.
Security and permissions: A functional consultant should have a good understanding of security and permissions in Dynamics 365 CE, including how to configure user roles and permissions, and how to set up data access policies.

By focusing on these areas, a functional consultant can gain a solid understanding of Dynamics 365 CE and be able to effectively design, configure, and manage the system to meet the needs of their organization.

Friday, 18 November 2022

Contextual FAQs for Canvas App

In this Article, we are going to see how the user will get to know the functionalities available in the current screen (Contextual FAQ). You can create a SharePoint list / Dataverse table to store all the FAQ questions and answers along with the screen name.

In the below app, we have nearly 7 screens. Each screen has icon, that is used to navigate to the FAQ screen. But the FAQs will be relevant to the screen from where the users came from.

For example, if the user clicks on the Information Icon from home page (image shown above), it will take the user to FAQ screen as shown below

If the user click the Information Icon from contacts screen they will the below set of questions in FAQ screen.

Steps to implement:

FAQ: Questions and Answers are stored in the SP List, that is connected to FAQ Screen in Canvas App. Whenever the user clicks the Information icon, it assigns the Screen Name in the variable varScreenName and that is used in the Filter condition for the FAQ data source in the Gallery items.

SharePoint List: FAQ

Wednesday, 12 October 2022

Can you imagine an AI app can build a Image or animated video for Occasions or Business by just typing what you want?

Microsoft's new AI Powered App help you create rich banner, flyer or animation for your business or occasions.

Just start typing the content for your banner image, then later you can remove or add content to it. Now, you are able to create your own marketing flyers for sharing it in social media.

You do not need to know how to design a banner or flyer, AI will convert all your requirements to create a suitable image for your marketing emails.

Good news is you can try it just by joining the waiting list. Checkout this link for more details.

Monday, 22 November 2021

Home Page Idea for SharePoint Team Site

In this blog, I have created a sample home page for any SharePoint Team Site. We have to create a Web Part Page in Site Pages document library and edit the page, then select the Full View template. After that you need to add Script Editor webpart.

Now, copy and paste the below code to the Script Editor webpart, your home page is ready.

<tbody>

<h2>Welcome To The SMBC!</h2>

Here is your content for the website

</td>

</tr>

Create New Request</td>

Create New Request</td>

Create New Request</td>

</tr>

Create New Request</td>

Create New Request</td>

Create New Request</td>

</tr>

</tbody>

</table>