User Admin – Published App
After being asked on LinkedIn to publish both the apps that I built for the User Security Admin walk-through I have done so on Dynamics Communities Power Platform Bank Stand-Alone Security / User App The first one, which if you remember is a stand-alone application detailed here can be downloaded here
User Admin PowerApp (Part 4)
As putting a canvas app on a model driven form is now out of preview I thought that my PowerApp to add security roles and teams might be a suitable candidate to be migrated to an embedded canvas app. Not going to repeat There are lots of videos and blog posts out there which detail how to embed a canvas app into model, so there is no point repeating that, just stand on their shoulders…. Continue Reading Cooky’s Article on...
Adaptive Cards – Improved Approvals (Part 2)
Continuing on a walkthrough of creating a more effective adaptive card for approvals, this part will describe the flow I created to generate the card as well as complete the action in D365 depending on the response Objectives The Scenario (Part 1)Preventing progress of an Opportunity ( Part 1 ) Using Flow to create a basic Approval ( Part 1 )Creating an Adaptive Card ( Part 1 )Using Flow… Continue Reading Cooky’s Article...
Adaptive Cards – Improved Approvals (Part 1)
Adaptive cards are relatively new to the stack of tools available to PowerPlatform users, emerging from Message Cards. They are a great way of interacting with users who are not a typical D365 user, those on the periphery who are interested in the data but not the detail. Objectives The Scenario (This Part)Preventing progress of an Opportunity (This Part)Using Flow to create a basic… Continue Reading Cooky’s Article on...
User Admin PowerApp (Part 3)
The user has been notified that they have a new report, the manager has updated some fields on their user record, they now want to add some roles and teams to allow them to start work. Objectives The Scenario (Part 1)Notifying the manager of a new Employee (Part 1) PowerApp to display and update User Data (Part 2)Update Roles and Teams (This Part) Listing Roles that user hasn’t… Continue Reading Cooky’s Article on...
User Admin PowerApp (Part 2)
So, after notifying the user that there is a new employee in their team, the manager needs to be able to update the data. Objectives The Scenario (Part 1)Notifying the manager of a new Employee (Part 1) PowerApp to display and update User Data (This Part)Update Roles and Teams My Reports I am not going to go through how to create a PowerApp, there are numerous blogs and pages that… Continue Reading Cooky’s Article on their...
User Admin PowerApp (Part 1)
Sorry it has been a while since my last blog post, this scenario has taken a while to get it to the state where I was happy to show it off. Mainly due to my own lack of understanding of the intricacies of the D365 API, but also been busy external to the blog, you know real life. Objectives The Scenario (This part)Notifying the manager of a new EmployeePowerApp to display and update User… Continue Reading Cooky’s Article on...
Creating Attachments in D365
This isn’t one of my usual posts as I always like to start with a business case. I intend to create a blog about the business case / solution that created this issue once all the other pieces fall into place, so watch out for that (keep them keen by teasing they say) The Problem You might not know there is a problem, but there is. Squirrels are a problem, but not my field of expertise,
IFTTT / Flow / D365
This will be a quick post, as the connector doesn’t take a lot of configuration. The Business Scenario Big Energy has a lot of sales people, all over the country, which make a lot of calls, usually on their mobiles, to potential or current customers, arranging opportunities and resolving any issues. The Sales Director at Big Energy is concerned about the number of calls that the sales… Continue Reading Cooky’s...
Alexa, Field Service and Me (Part 3) – Creating Work Orders
This is a continuation of my series on a proof of concept to allow Alexa to interact with D365 Field Service Objectives The Business scenario (Part 1)Create an Alexa Skill (Part 1) Connect the Skill to D365 (Part 2)Use Field Service to book an appointment (This Part)Return the information to Alexa (Part 2) In this final (unless I need to expand on the scenarios) part of the story,… Continue Reading Cooky’s Article on their...
Alexa, Field Service and Me (Part 2) – Linking to Flow
This is a continuation of my series on a proof of concept to allow Alexa to interact with D365 Field Service Objectives The Business scenario (Part 1)Create an Alexa Skill (Part 1) Connect the Skill to D365 (This part)Use Field Service to book an appointment (Part 3)Return the information to Alexa (This part) In this post I will be linking Alexa to D365 and returning some… Continue Reading Cooky’s Article on their...
Alexa, Field Service and Me (Part 1)
As we all now have smart devices in our home, linking them to business applications could be a key differentiator between winners and the also rans. This series of posts will demonstrate how I connected Alexa to D365 Field service. Objectives The Business scenario (this part)Create an Alexa Skill (this part)Connect the Skill to D365 (Part 2)Use Field Service to book an… Continue Reading Cooky’s Article on their...
Connecting LUIS & D365 (part 4) – Custom Connector
In my previous post, the fact that I had to “fudge” the routing and closure of the case irked me. Whilst at D365 EU Summit in Amsterdam, I spent an hour listening to Serge Luca (his excellent blog is here). He inspired me to think that we could close this loop using a Custom Connector in Flow connected to our D365 instance, allowing an API call directly to the closure action. Back in the… Continue Reading...
Connecting LUIS to D365 (part 3)
In this 3rd installment of the series devoted to using Language Understanding (LUIS) to categorise emails via Flow, I will describe some of the parts of the D365 solution and walk through a final version of the Flow to extend its capabilities. This blog has at least 3 parts, but overall the posts objectives are Give you an understanding of a real-life scenario where we could implement… Continue Reading Cooky’s Article on...
Connecting LUIS to D365 (Part 2)
In the first part of this blog post I explained our scenario for Big Energy Co and it’s desire to improve efficiency in the support desk, introduced LUIS and the core concepts around utterances and intents, configured LUIS to allow it to understand the intents we need and published the application. Now I need to connect LUIS and D365 to allow automatic classification and routing of cases… Continue Reading Cooky’s...
Connecting LUIS & D365 (part 1)
As Microsoft wants us to consider using AI in all aspects of our developments, I wanted to see if I could use one of the cognitive services available to life in a real life scenaro. This post & it’s other parts will Give you an understanding of a real-life scenario where we could implement LUISIntroduce you to the concepts of LUISDiscuss the Microsoft Flow to connect LUIS to D365Give… Continue Reading Cooky’s...