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Microsoft MVP Business Applications | Dynamics 365, Power Automate & Power Apps tips, tricks and news to help you succeed & increase user adoption!

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Dynamics 365, Power Apps

Switch to Classic: It’s a Hybrid System Admin life for me!

August 16, 2021August 16, 2021
Posted by Heidi Neuhauser
Where is a Dynamics 365 System Administrator supposed to make changes these days? The Maker Portal? Classic Solution Designer? It depends. For Dynamics 365 online customers, things are changing on a
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Dynamics 365, Power Apps

Model-Driven App Designer: Name Changes

July 27, 2021July 27, 2021
Posted by Heidi Neuhauser
I think there’s someone at Microsoft that just loves stirring the pot with name changes! With the new model-driven app design experience that launched in June, there were some accompanying name
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Dynamics 365

Get started with a Dynamics 365 Free Trial: The new experience

July 21, 2021July 21, 2021
Posted by Heidi Neuhauser
I needed to make a new Dynamics 365 free trial environment for Sales, and noticed that the site has changed, and so have the general step-by-step instructions I’d previously posted here on CRM
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Power Automate

Gravity Forms Power Automate Connector: How to Move Files to SharePoint in a Flow

July 13, 2021July 14, 2021
Posted by Heidi Neuhauser
Using the Gravity Forms Power Automate connector, you can upload files to SharePoint from WordPress. How cool is that? Let’s take a look at what you need to do to build this flow for your own
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Dynamics 365, Power Apps

Dynamics 365 Video Overview: Education Industry Accelerator

July 6, 2021
Posted by Heidi Neuhauser
Holy moly did this one get me excited! The education industry accelerator gives schools the ability to streamline their student, teacher and administrator experience. Please, please, please local
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Dynamics 365, Power Apps

6 Custom Controls in Power Apps for Data Visualizations

June 29, 2021
Posted by Heidi Neuhauser
It’s been a few months since we talked about the custom controls in Power Apps that were deprecated in April 2021 (RIP Website Preview, Radial Knob, Linear Slider, Flip Switch and others). I
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Power Apps

Power Apps: Can a File Type Column Be Used in a Business Rule?

June 25, 2021June 25, 2021
Posted by Heidi Neuhauser
A client asked this question: can a file type column be used in a Business Rule? Specifically, they’re looking to use the file field as a condition. Which could make some interesting use cases
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Dynamics 365, Power Apps

Dynamics 365: Show Error Message with Business Rules

June 21, 2021June 21, 2021
Posted by Heidi Neuhauser
Business rules are a powerful available to any Dynamics 365 System Administrator. They allow you to use a simple drag-and-drop interface to perform complex logic on a form. One intriguing option
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Dynamics 365, Power Apps

Model-Driven App: The New Design Experience versus Legacy Experience

June 15, 2021
Posted by Heidi Neuhauser
Last week, Microsoft announced the new model-driven app design experience. For any Dynamics 365 online and Power Platform customers, this presents a brand new way to build. With any big change, it
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Power Automate

Flow 101: Working with Power Automate Templates

June 10, 2021June 10, 2021
Posted by Heidi Neuhauser
Get started quickly with building your Flow by using a Power Automate template. Templates are pre-packaged flows that get you up and running quickly. They use popular use cases and save you loads of
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Welcome to My World!

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My YouTube Channel

Heidi Neuhauser

Welcome to my YouTube channel, where we talk all things Dynamics 365, Power Apps, Power Platform and user adoption. My goal is to provide valuable tips, tricks and late-breaking news about Dynamics 365 and the Power Platform that can equip you to better manage your system and enhance user adoption at your organization!

https://www.youtube.com/watch?v=tyP-0Exsqtc

Heidi Neuhauser
Microsoft has created six industry accelerators designed to get your company up and running with a great Dynamics 365 Customer Engagement solution faster and cheaper.

The cost? FREE!* 
*With an existing Dynamics 365 license!

The six accelerators available today are: Automotive, education, government, media & entertainment, nonprofit and telecommunications.
Dynamics 365 Industry Accelerators Overview
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_vn17ew2w9qQ
We walk you through modern advanced find for model-driven apps in Power Apps!

0:00 Intro and how to configure
1:19 Live demo
9:52 Closing thoughts

Some excellent resources to learn more:
https://docs.microsoft.com/en-us/power-apps/user/advanced-find

https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-apps/explore-data-through-modern-advanced-find

https://powerapps.microsoft.com/en-us/blog/modern-advanced-find-with-enhanced-view-management-in-model-driven-apps/

https://d365goddess.com/modern-advanced-find-in-d365/
Power Tips: Modern Advanced Find in Power Apps
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_TeQFZ3p_qTs
Live, uncut, unedited attempt to upload an image and create a Power App using Express Design!

0:00 Express Design Features
1:30 Heidi's Story / Background
3:18 Demo: Upload Image to App
7:52 Set up Data (Dataverse)
15:48 Our Canvas App!
17:40 Final Thoughts
Power Tips: Express design with Power Apps
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_ox-SupRRCFs
Here's how to get the fun new functionality to work!

And here's the full walkthrough video with @Kylie Kiser : https://www.youtube.com/watch?v=ox-SupRRCFs
UPDATE! Canvas Apps in Power Apps: the NEW AI powered express design
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_HiNForv-FN8
UPDATE!! Here is what the issue was: https://www.youtube.com/watch?v=HiNForv-FN8 

UPDATE #2: I walked through the whole process live with @Kylie Kiser - check that out here: https://www.youtube.com/watch?v=ox-SupRRCFs

I was so excited to read this release, announced at Microsoft Build on May 24, 2022: https://powerapps.microsoft.com/en-us/blog/new-express-design-in-power-apps-converts-images-and-designs-to-apps-in-seconds/

0:00 I cannot get this to work: Errors
0:32 Original video record, excitement!
1:18 Attempt 2
2:49 Closing thoughts


I wanted to dive in and show you how easy it is! And I can't. I cannot make this work and get an "unknown error has occurred" message that refuses to move. Send help. Tell me what I've done wrong!!
Canvas Apps in Power Apps: the NEW AI powered express design THAT I CANNOT GET WORKING!
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_cuAMXl-inXg
Join Kylie Kiser, Malcolm McAuley & Heidi Neuhauser as we dive into 3 interesting new(er) finds in the Power Apps release notes: Power Fx, Collaboration & Editable Grids.

0:00 Intro
0:22 Power Fx
4:12 More collaboration
7:30 Editable Grids

MORE INFORMATION!
The full Power Apps release notes: https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-apps/planned-features

Using Power Fx in Calculated fields: https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-apps/power-fx-formulas-provide-richer-easier-use-column-calculations-dataverse

Editable Grid improvements: https://docs.microsoft.com/en-us/power-platform-release-plan/2022wave1/power-apps/power-apps-grid-control-support-editable-scenarios-model-driven-apps

Power Apps Grid (read-only): https://docs.microsoft.com/en-us/power-platform-release-plan/2021wave2/power-apps/new-power-apps-grid-read-only
Power Tips: Power Apps
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_mfOGnGH6A4Q
Read the complete how-to guide on my blog: https://www.crmheidi.com/index.php/2022/05/19/applying-the-power-apps-grid-read-only/

0:00 Demo of the Control
1:16 Step 1: Add table to solution file and open in classic
1:38 Step 2: Navigate to entity controls
2:04 Step 3: Add Control
2:10 Step 4: Pic Power Apps Read-only Grid 
2:30 Step 5: Set scope
2:48 Step 6: Save & Publish
2:52 Additional configuration available
How to apply the Power Apps Read-only Grid to a Table in Power Apps
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_cFPjCmlK2tE
Featuring presentations from:
- James Hammond, Click Dimensions: 5 Departments that can benefit from Marketing Automation
- Nick Hance, Reenhanced: Mini Power Automate Demo with Custom Connector
- Merlin Schwaiger & Liz McGlennen: Canvas apps vs model-driven apps, how do I decide?


0:00 Marketing Automation
26:58 Power Automate Demo
36:18 Canvas Apps vs Model-Driven Apps
Virtual Philadelphia Dynamics 365 & Power Platform User Group Meeting: May 13, 2022
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_TMGge18YM04
Join Kylie Kiser, Malcolm McAuley & Heidi Neuhauser as we dive into 3 interesting new(er) finds in the Dynamics 365 for Customer Service app: SLAs, Knowledge Management and Teams Integration.

0:00 Intro
0:20 SLAs
3:42 Knowledge Management
6:30 Teams Integration
9:18 Closing Thoughts

MORE INFORMATION!
Link to the Dynamics 365 for Customer Service release notes: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/marketing/dynamics365-marketing/

More about SLAs: 
- https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/service-level-agreements 
- How to enable custom time calculation of SLA KPIs: https://docs.microsoft.com/en-us/dynamics365/customer-service/enable-sla-custom-time-calculation
- How to export/import calendar with SLAs: https://docs.microsoft.com/en-us/dynamics365/customer-service/define-service-level-agreements?tabs=customerservicehub#export-or-import-a-calendar-with-slas

More about Knowledge Management: 
https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/knowledge-management

More about Teams Integration: 
- https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/teams-integration
- Conversation summary: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/ai-generated-conversation-summary-set-context-teams-based-collaboration​
- Suggested contacts: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/provide-ai-suggested-contacts-agents-teams-based-collaboration​
- Contextual collaboration: https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/contextual-collaboration-using-embedded-teams​
- Act on records from within Teams:​ https://docs.microsoft.com/en-us/dynamics365-release-plan/2022wave1/service/dynamics365-customer-service/take-action-business-data-contextually-right-within-teams-chats​
Power Tips: Dynamics 365 for Customer Service
YouTube Video UCPeEG6XU1K1kD1Ccnm1B_qg_WLDQtq0vC7Y
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Follow me on Twitter! @CRMHeidi

Heidi Neuhauser Follow

Microsoft MVP | Dynamics 365, User Adoption & Power Platform Enthusiast @Reenhanced, https://t.co/Xz5FAxuPUv, mom to 2 awesome kids, Runner with #MontcoRunners

CRMHeidi
crmheidi Heidi Neuhauser @crmheidi ·
10h

Dynamics 365 Industry Accelerators: Helping companies implement excellent solutions faster, cheaper and more efficiently. Oh, and for free* (read on to learn more!). #Dynamics365 https://www.crmheidi.com/index.php/2022/07/22/dynamics-365-industry-accelerators-an-overview/

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crmheidi Heidi Neuhauser @crmheidi ·
17 Jul

I finished my goal race for 2022, and I beat my goal time by 40 minutes!! What a great day running the #WyEastHowl. Amazing adventure, tough course. 5 stars, highly recommend, even with a shortened course due to snow!

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crmheidi Heidi Neuhauser @crmheidi ·
5 Jul

I was right here, in the middle of my lunchtime trail run when I got the awesome news that I'm a Microsoft MVP for another year! Thanks to this wonderful community - I'm thrilled and honored! 😀 #MVPBuzz

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crmheidi Heidi Neuhauser @crmheidi ·
1 Jul

#PowerTips is back! @KylieKiser and I turn on #Dataverse search and Modern Advanced Find in a model-driven app in #PowerApps. https://youtu.be/TeQFZ3p_qTs

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blacklionm1 Meron @blacklionm1 ·
28 Jun

Looking forward to community Super Stars @KylieKiser and @CRMHeidi session: Power Platform and Dynamics 365 First-Part Apps Overview - August 8, prepared for Pathfinders Power Platform Community.
Thank you!

#HumansofIT #PowerPlatform #CommunityRocks #MVP #MSDyn365

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