Helping Businesses with Technology
Helping Businesses with Technology
Helping Businesses with Technology
There has been a lot of changes happening on Power Platform.
Some of the changes reflects from October 2019 and what is changing in December 2019.
Please check in the below table for quick reference.
As Microsoft is transitioning from Legacy Dynamics 365 Admin Center to the Power Platform Admin Center.
So this morning i am helping one of our customers with setting the new environment(Sandbox).
I have copied Production Environment and set the Sandbox environment with full copy including all customizations and data schemas.
You can refer to the Microsoft Docs from here
Once target environment is successfully configured make sure you disable administrative mode and remove any outlook synchronization with the exchange as only one environment is integrated with outlook to avoid the email and activities being copied on to the both (Production and Sandbox) environment.
So i have tried to open the newly created Sandbox environment and i have noticed only, sales, service, marketing apps installed on to the SANDBOX environment.
Project Service Automation and Field Service Application are missing from the Sandbox Environment.
There is a work around to get the missing application installed on the sandbox environment.
So lets gets started..
Go to the Power Platform Admin Center click here
https://admin.powerplatform.microsoft.com/environments
Select the Environment effected as below screen shot.
Select the Project Service Automation Application which is not installed and click install.
Accept terms and conditions of Microsoft.
I hope this helps.
Today i am going to share quick tip on how to view options when an Quote is created and clicked on “Create PDF or Email as PDF“, if no option available.
So let’s gets started.
Scenario: when a lead is qualified and Opportunity created, add products and create Quote, send Quote to the customer as PDF via email.
Check below image where Create PDF and Email as PDF.
When you click on Create PDF – No Options Avaiable..
Why you are not able to see because system administrator did not defined any template for the Quote Entity.
How can you achieve that?
Go to Dynamics 365 for sales Unified Interface and click on Settings and select “Advanced Settings”
– Templates -> create New Template for the Quote Entity and then you will be able to see template on the Quote -click on Create PDF -Options -> Quote Summary.
Same you can create Email as PDF as well.
I hope this helps.
As you read my previous blog post related to the introduction of “Power Virtual Agent” and how we can use the Bot on Demo Website.
Today i am going to show you how to use the Chat Bot on Live Website.
Let’s gets started.
Scenario: Suppose you are running a company which sells computers online, allocating a customer service agent for communicating with the online users is time consuming and too much waste of time for the business, as you never know when the customers will land on the website and inquiry about the computers they are interested in.
So we can have a Chat Bot configured via “Virtual Agent” and simply copy the html code and paste it on your live website.
Currently i am using WordPress Website show you the Demo.
Log in into your Virtual Agent and configure the “Topic”
Today i was working on new solution for customer where the requirement is to add the products to the opportunity record without “price list”.
As we know Microsoft have released new features in October Wave 2 release, in that release there is a new feature which will allow the user to add products to the opportunity without adding the price list.
Let’s see this in action.
Go to Sales > Opportunity > New Opportunity
Fill the mandatory fields like “Topic” and then save the Opportunity record.
Try to add “Product” to the opportunity by clicking on the “+” sign…
You will see “You must select the price list before you select the product” pop up.
We need to make changes to system settings to get work on Unified Interface, Please follow along.
Go to Settings > Administration > System Settings >
Now we have configured the system settings.. lets see this scenario on the Unified Interface.
Open the Dynamics 365 Sales Hub,Once Unified Interface is opened then click on the Opportunities..
Now opportunities view will be displayed and click on “NEW” Opportunity..fill value in “Topic” field and save opportunity..
Then click on the “Product Line Items tab after “Summary” Tab..
Once you click on the “+ add product” new page will be displayed related to the Product record.
As we have made changes on the system settings, so in the Unified Interface App is not asking the user to enter the Price List and it is allowing to add the product to the opportunity.
Cool thing is now you can write new product with “Active stage”, in order to create new product from product window itself, we need to make system settings change, see below image.
Settings > Administration > System Settings
So we are able to create new product and add the price for the product creating and discounts etc..
