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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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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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{Power Virtual Agent at a Glance}

uk365guy
Hello Everyone,

Today i am going to look at  Power Virtual Agent which is generally available now for everyone. 
Another App for Power Platform family, As we know, Power Apps, Power Automate, Power BI and now its Power Virtual Agent.
Power Apps no code low code platform for citizen developers.
Power Virtual Agent is generally available now and price for it will be around $1000 per month per 2000 sessions per Tenant.
  
What is Power Virtual Agent? 
Well its simple Bot Framework with no code and allows us to engage with customers and employees, you name it and Power Virtual Agent will be there to communicate with them virtually and convey the message to the internal teams via Power Automate and Cognitive Services.
With the Power Virtual Agent we can resolve common problems without staff agent and saving the time and cost where the customer service agent can be utilized in more efficient way.
Things can be achieved using the Power Virtual Agent are:
1. Create a virtual Agent on your own with simple steps.
2. Empower Virtual Agents
3. Measure the performance of the Bot with Power BI.
So i have tried a simple Bot Power Virtual Agent which will answer to the users inputs, lets consider an example:
 Managed Service Provider have configured a Virtual Agent Bot.
I have created a simple Bot for Demo Website which will trigger answers based on the questions raised by the user.
Some trigger phrases created like 
Hello
Good Morning
Good Afternoon
Good Evening
If the user lands on the Managed Service Provider Website about the Support Contract.
The user simply clicks on the Bot symbol and Virtual Agent will pops up, if the user types inn..
If the user types in “Hi” then Bot automatically fire the set of questions to  the user on the website.
If the user selects the support as GOLD then see what is the answer from the Virtual Agent below.
Bot have responded with answer and asked further information from the user like email, so that with the Power Automate one of the consultant will get in touch with the user on the website.
I hope this helps.
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Auto populate contact and account details when New “lead” record is created

uk365guy
Hello Everyone,

With the release of wave 2 October 2019, there is a new feature added to Dynamics 365 Apps for UCI only.

One of my client have a requirement to auto populate the contact and accounts data when filling the existing contact and account fields on new “lead” record created.

They are still using the Web client of Dynamics 365 Sales Application.

Lets see this in action.

Dynamics 365> Sales > Lead > New Lead

Fill the Business Process Flow of Qualify stage fields, see below image:

Once you fill in those fields on Business Process Flow and the associated Lead record fields will be auto populated.

Now i have selected the existing contact field from lookup then the  “Name”, “Job Title”, “Telephone”, “Email” fields auto populated

Similarly fill the account field  on the lead form and Company field is auto populated.

But if you need to fill rest of the fields of “company” like website and address fields then you need to write workflow or script to auto populated.

I hope this helps.

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How to add email template from Dynamics 365 App for Outlook

uk365guy
Hello Everyone,

It’s been while i haven’t blogged about Dynamics 365 Customer Engagement.

Now i have some spare time where i can share a feature on the Dynamics 365 App for Outlook.

A lot of Dynamics 365 Customer Engagement end clients had a requirement of sending same type of emails to their on boarded customers, so composing the same email for customers is a lot of manual task and time consuming.

There is a feature on Dynamics 365 App for Outlook, when composing an email you can add the email template and that template will pick up the contact information from Dynamics 365 and email is composed automatically with all the details.

You can add following to your email body:
1. Add Template
2. Add Sales Literature
3. Add Knowledge Articles

so let’s see “Add Template”  in action..

Open your Outlook( i assume your outlook have Dynamics 365 App for outlook is in Sync.. if not you need to enable your mailbox in Dynamics 365 Customer Engagement.

Once you open the Outlook click on new email to send out the email to your customer for on boarded welcome email.

Insert the “To” email and click on the Dynamics 365 Icon.

“Make sure the recipient should be in Dynamics 365 as lead, contact or user otherwise App will not allow to add the template document.”

Now choose the template which you will get as default email templates or you can design new template and upload to the Dynamics 365 if you have a permissions otherwise you can request Dynamics 365 System Administrator to help with import the template for you.

Click on the “Select” template and select the template you want add to the email, for example i have chosen “Thank you for registering with us” email template..

Now you will see the chosen template and click “add to email” see below screen shot.
Once you click on the “Add to Email” email template will be added to the body of the email and  you want to make any changes to the email on the body section you can and send email to your contacts.
I hope this helps.
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites

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How to add and filter an entity and views on Dynamics 365 App for Outlook

uk365guy
Hello Everyone,

Today i am going to share quick tip of how to add an entity and filter views on Dynamics 365 App for Outlook.

You know what i am referring to, ok you got it ?  if not see below screen shot..

So there might be requirement to only show certain entities and view and hide unnecessary entities to the Dynamics 365 App for Outlook users.

In that situation we can modify the site map of the “Dynamics 365 App for Outlook”.

Go to the Settings > Customizations > Customize the system > Model driven Apps > Double click on the Dynamics 365 App for Outlook..

Refer to the below screen shot.

Once you double click on the Dynamics 365 App for Outlook.. Sitemap will be opened and click add(+) then select the entity you want to add,
for instance i will add “Quote” and check box ” add all assets” and click on the Views you want to show on the Dynamics 365 App for Outlook..

Refer to the below screen shot..

Select the “Quote” entity and check the ” Add All Assets”.

Now you can change the views as well see below screen shot.

Click on the view and select “All” check box.

Now “Save and Close”.

I hope this helps
For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites

Contact us: https://www.gmrit-solutions.com

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How to uninstall Microsoft Portals and Install again

uk365guy
Hello Everyone,

Today i am going to share a scenario, due to some reasons if you want to reinstall Microsoft Portal on your Dynamics 365 Environment, you achieve a clean reconfiguration in couple of ways.
1. Restart provisioning
2. Change configuration and retry
3. Reset portal
4. Uninstall all the Microsoft Portal Solutions.
So i am not going to discuss about the first three points here as everyone is familiar with it,as i have shared a screen above.
Lets discuss about the Microsoft Portal solutions uninstall, this task should be carefully done otherwise you may end up in bad situation.
Firstly you need to get to know what solutions needs to be deleted from the Dynamics 365 Solutions.
Follow the blog this blog post by Jon Birnbaum 
You might be wondering how to construct  the fetch xml of the solutions.
Its so simple you might get it from the customization’s area of the Dynamics 365. 
Settings > Customizations >  Organizations service..
Construct the url by using the blog provided above or for your convenence i am showing below:
https://[orgname].crm[x].dynamics.com/api/data/v8.[x]/solutions?fetchXml=<fetch mapping=’logical’><entity name=’solution’><attribute name=’installedon’/><attribute name=’friendlyname’/><order attribute=’installedon’ descending=’true’/><link-entity name=’publisher’ to=’publisherid’><attribute name=’customizationprefix’/><filter type=”and”><filter type=”or”><condition attribute=’customizationprefix’ operator=’eq’ value=’adx’ /><condition attribute=’customizationprefix’ operator=’eq’ value=’msa’ /></filter></filter></link-entity></entity></fetch>

Place the orgname to your dynamics 365 url and paste this url on the browser and you will get the following solutions list like below.

{"@odata.context":"https://gmritsolutions.api.crm11.dynamics.com/api/data/v9.1/$metadata#solutions(installedon,friendlyname,solutionid)","value":


[{"@odata.etag":"W/"6694851"","installedon":"2019-04-16T20:45:54Z","friendlyname":"Common Data Service Starter Portal (Preview)","solutionid":"45f03a00-8f20-416d-84ac-d4b42335be29","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6654090"","installedon":"2019-04-16T20:18:31Z","friendlyname":"Dynamics 365 Portals - Portal base","solutionid":"3e1103ed-03dd-40ea-ad09-86307e9f76f5","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6612642"","installedon":"2019-04-16T20:12:39Z","friendlyname":"Dynamics 365 Portals - Portal dependencies","solutionid":"df0ae7e0-303e-48dc-8505-677fbcf78c0a","publisher1.customizationprefix":"msa"},




{"@odata.etag":"W/"23476555"","installedon":"2018-10-27T09:15:11Z","friendlyname":"Dynamics 365 Portals - Customer Self-Service Portal","solutionid":"567ff3d1-decd-4b8f-8e8f-462bd93b4598","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6689114"","installedon":"2018-10-27T09:14:12Z","friendlyname":"Dynamics 365 Portals - Azure Storage","solutionid":"27c5fa97-e7cc-4581-b63e-6062c1106a33","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"23476489"","installedon":"2018-10-27T09:13:09Z","friendlyname":"Dynamics 365 Portals - Knowledge Management","solutionid":"e1b8cbee-2873-4a58-b800-d09c208c1076","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"23462052"","installedon":"2018-10-27T09:12:46Z","friendlyname":"Dynamics 365 Portals - Customer Service","solutionid":"4dabac1c-f651-4c1f-a832-dad3cff25e3a","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6694818"","installedon":"2018-10-27T09:11:56Z","friendlyname":"Dynamics 365 Portals - Timeline","solutionid":"186ee3f5-df46-49c6-b382-51a5e03f51cb","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"23461464"","installedon":"2018-10-27T09:11:45Z","friendlyname":"Dynamics 365 Portals - Discussion Forums Workflows","solutionid":"af409dd1-695f-4e58-a5b7-7d1bba34ac78","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"23461256"","installedon":"2018-10-27T09:10:40Z","friendlyname":"Dynamics 365 Portals - Discussion Forums","solutionid":"d40a1f96-4177-4d77-85b6-eae77c50f3a3","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6687816"","installedon":"2018-10-27T09:10:11Z","friendlyname":"Dynamics 365 Portals - Feedback","solutionid":"75495799-fdde-4509-af1c-634e2a9a2e02","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6687068"","installedon":"2018-10-27T09:08:26Z","friendlyname":"Dynamics 365 Portals - Web Forms","solutionid":"4c86be73-383c-4d29-9c7d-56f09278ce23","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6666362"","installedon":"2018-10-27T09:08:12Z","friendlyname":"Dynamics 365 Portals - Identity Workflows","solutionid":"d198f55a-4863-46b6-a1f8-2572be847019","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6665836"","installedon":"2018-10-27T09:08:06Z","friendlyname":"Dynamics 365 Portals - Identity System Workflows","solutionid":"67962fc1-b7e5-498f-9a28-b43979a0451c","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6665576"","installedon":"2018-10-27T09:07:33Z","friendlyname":"Dynamics 365 Portals - Identity","solutionid":"aafc7111-77d7-42bb-8a69-ede43d058d4f","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6660262"","installedon":"2018-10-27T09:07:05Z","friendlyname":"Dynamics 365 Portals - Web Notification","solutionid":"6cb7aa68-9fb6-4105-ba07-ea84b88660df","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6658857"","installedon":"2018-10-27T09:06:56Z","friendlyname":"Dynamics 365 Portals - Portal Base Workflows","solutionid":"6e45c281-e54a-47d5-bb18-d370a39ad783","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"6658447"","installedon":"2018-10-27T09:06:48Z","friendlyname":"Dynamics 365 Portals - Portal Base System Workflows","solutionid":"a6f4f1dc-9f78-405b-b58d-9184766a2c12","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"23443114"","installedon":"2018-10-27T09:02:03Z","friendlyname":"Dynamics 365 Portals - Portal Base","solutionid":"d0da2c41-8ab6-471c-8067-23e2dd0af27b","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"23382108"","installedon":"2018-10-27T08:59:37Z","friendlyname":"Dynamics 365 Portals - Portal Dependencies","solutionid":"2b2711c5-0489-48f3-848c-1db5ee9f2a37","publisher1.customizationprefix":"msa"},




{"@odata.etag":"W/"23357506"","installedon":"2018-10-27T08:58:37Z","friendlyname":"Dynamics 365 Portals - Bing Maps Helper","solutionid":"cb1d69c2-b5c8-4dca-831c-5df952608517","publisher1.customizationprefix":"adx"},




{"@odata.etag":"W/"1839080"","installedon":"2018-10-27T08:58:24Z","friendlyname":"Dynamics 365 Portals - Get Record ID Workflow Helper","solutionid":"19ca57b7-4b06-44fe-bb06-73b2c8ed11fc","publisher1.customizationprefix":"adx"}]}




So you can see from query, there are solutions which have been installed on 2018-10-27 with solutions names.




Carefully delete all the solutions from the Solutions area on the Dynamics 365 Customer Engagement area.




Once you have managed to delete the solutions, then go back to your Dynamics 365 Admin center:




Choose the Instance tab and look for the “Portal” Solution which may not be in the configured state.




Select the portal solution and click on the manage icon, then your portal will start provisioning.




















I hope this helps






For Microsoft Dynamics 365 Consultancy/Training/Support/Licensing/Web Hosting/Websites


Contact us: https://www.gmrit-solutions.com









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