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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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{How to send email based on Phone Call Subject and Outcome fields using email template Dynamics 365 for Customer Service Hub}

uk365guy

Hello Everyone,

Hope everyone doing well.
Apologies for a big in blogging after long time.
Today we are going to see use caAse scenario.
Suppose i have a requirement where you want to send an email based on case table, phone call activity “subject and outcome” columns values.
Behind the scene an email template will be triggered based on the “Subject and Outcome” values.
Without further a do.. lets gets started.
Go to Phonecall and create an “Outcome” as optionset with values as ” No Contact Made” “Left Voicemail”. Place the field on the Quick Create form and publish the form and solution too.
Then
Create a Workflow: on Phone call
Condition: Subject: “STD Initial Call” or “More information required”
and Outcome: “Left Voicemail” or “No contact made”

AND

send an email using “Email Template”
Template is on Case and

 

Go to Active Cases and Click on “+” activities area and select the phonecall and fill in the “subject and Outcome ” fields and save the phonecall record.
You will see email will be triggerred:
I hope this helps.
Malla reddy(aka UK365GUY)

 

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{How to get Power Apps Per User Plan Licensing }

uk365guy

Hello Everyone,

Today i am going to show how to get power apps per user licensing plan.
Let’s gets started.
Go to Power Apps Licensing page from here

Choose the plan which is suitable for your business needs.

So in this example i am going to show to get free trial.

Select second option Per user plan $20 click on “Try Free”.

From above step you can create new account plan or add to existing Microsoft Tenant account provided you have global administrator rights.

I have created brand new account here you can see the new power apps user plan trail.

 

Now we look at how to get power app (run one app per user): is just under $5 per user/month

 

This is useful when there is a requirement to run their own Power App for each user, also it gives fiexibility to stack the license as and when required.

In order to get this licesening plan you would need a global admin rights or billing admin rights on the Microsoft 365 Tenant.

I hope this helps

Malla Reddy(aka UK365GUY)

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New Solution Explorer Search feature in power platform

uk365guy

Hello Everyone,

Today i am going to share new feature which is available on Power Platform from  here 
With this new feature user can check what is in there in terms of Apps, cloud flows, chatbots, security roles, tables.

 

Also we can find out the history of the solution by clicking on the history, then we will get displayed all the details of the solution deployment.
Finally we can nice view of the solution overview.
Hope this helps.
Malla reddy(aka UK365GUY)

 

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Power Platform enthusiast must read documents

uk365guy

Hello Everyone,

Its been a while i am away from blogging.
Here i am today.
Everyone who are interested in learning Power Platform then the following documents are a must read once.
There are two documents:
1. Implementation Guide SUCCESS BY DESIGN Here
This document explains about how to approach a Power Platform projects and what are the steps needs to be followed.
2. Power Apps Creators Guide Here
This document will guide on how to leverage digital culture across the organisation.
I hope this helps
Malla Reddy aka UK365GUY
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{How to enable add products on order table Dynamics 365 Sales}

uk365guy
Hello Everyone,
Suppose there is a scenario to add multiple products on sales order. How do you do that?
Lets gets started.
Login into your Dynamics 365 Sales Hub and then left bottom cornor change to App Settings and then click on PRODUCT CATALOG SETTINGS and toggle the “Adding Products” to enabled.
Then you should be able to add multiple products just a click of a button.

 

Hope this helps.
Malla Reddy(aka UK365GUY)
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