Power Platform, consisting of Power Automate, Power Apps, Power BI, and more, offers a comprehensive set of tools for business automation and data analytics. allows seamless integration and automation of tasks across various applications, while enables the creation of custom business applications with its low-code development approach. empowers organizations to visualize and analyze data through interactive dashboards and reports. Together, these tools revolutionize workflows, improve decision-making, and drive innovation, making the Power Platform a valuable asset in the digital era.
In this article, we'll explore three tips to improve user experience in Microsoft Dynamics 365 CRM
The blog discusses the introduction of a new feature called Cards in Microsoft's Wave 2 release. Cards are simplified forms connected to Dataverse that can be sent to CRM users to capture necessary details. The blog provides a step-by-step guide on creating and sending these cards to Microsoft Teams channels using Power Automate Flow. The process involves creating a flow triggered by the creation of a custom employee record, selecting the desired card, and using the Microsoft Teams connector to post the card to a specific channel. By following these steps, users can automate the sending of employee information cards to Microsoft Teams channels.
The article discusses the newly added "Bookmarks" feature in the out-of-the-box (OOB) Power BI service reports for customer service analytics. The feature allows users to save custom filters and changes made to the dashboard, ensuring that they can easily access and review personalized reports in the future. Users can create, edit, delete, and set default bookmarks, providing a convenient way to navigate and customize their viewing experience. The article also mentions the configuration changes in Dynamics 365 2022 release wave 2 and highlights the changes in the look and feel of the report interface. Overall, the "Bookmarks" feature enhances user productivity and offers a seamless reporting experience.
Microsoft has introduced several new features, including the Power BI quick report (preview) feature in model-driven apps for visualizing CRM data. To enable this feature, users can go to the Power Apps website, select the desired app, click on the ellipses, and choose Edit -> Edit in preview. In the edit screen, they can access the Settings button and navigate to the features tab to enable the Power BI Quick Report Visualization. After saving and publishing the app, users can launch it and find the "Visualize this view" button on the app ribbon for all available entities. This button allows users to visualize data using Power BI, with the visuals tailored to the selected view. Field-level filtering is also possible. However, users must have the required Power BI License assigned to them. Overall, this feature enhances data visualization and analysis within Dynamics 365 CRM by providing seamless integration with Power BI, requiring just one click and saving time and effort.
The article explores the integration of Power Apps, Microsoft Teams, and Power Automate (Flow) to automate sending Power Apps cards to Teams channels, facilitating efficient communication and collaboration. Additionally, it discusses the "Bookmarks" feature in Power BI service reports, allowing users to save custom filters and changes, improving personalized reporting. The article also highlights the Power BI quick report feature in model-driven apps, enabling seamless data visualization and analysis within Dynamics 365 CRM. These features enhance productivity, streamline workflows, and provide seamless communication and data visualization capabilities within the Microsoft ecosystem.
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Insightful blog post offering three valuable tips for maximizing efficiency in business automation and data analytics with the Power Platform. A must-read for optimizing operations.