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Tag: #mallareddygurram

{How to} Sychronize Dataverse Images for offline -enabled canvas apps Power Apps

uk365guy

Hello Everyone,

Today I am going to share how to sychronize dataverse images for offline enabled canvas apps power apps.

Let’s get’s started.

How to enable the offline dataverse image access from Power Apps Studio.

Login into Power Apps Studio and on the left hand side panel, select Apps.

Select your Canvas App and then select Edit.

Select Settings

Select upcoming features and then select the preview tab.

Turn on the Enable support for file/image column in Dataverse offline option.

With this feature you can now configure how images will work in offline enabled canvas apps. This allows users to continue using their canvas apps even without an internet connection on mobile devices when using the Power Apps mobile app.

Power Apps sync service relies on an offline profile, which determines the data to download to the device. You can either create a custom, offline profile or have one generated automatically.

Note: Now users can work offline and whenever the users work offline the sync service will automatically operates in the background with dataverse to maintain the synchronization between the dataverse and the device.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} how to govern data access with business units and role based access control in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to show how to govern data access with business units and role based access control in Dynamics 365 Customer Insights.

Let’s get’s started.

Role based access control allows administrators to regulate access to customer profile, segments and measures based on business units, because these controls are applied to the data in Microsoft Dataverse the integrity of those controls propagate to all other Dynamics 365 and Power Platform applications automatically.

This functionality allows admins to execute rules quickly and easily for complex data management. It not only saves valuable implementation time, but also ensures that data is available only for the intended users, which increases security and control over data.

So data access definitions are made in Dataverse and therefore flow into the other applications built on top of Dataverse.

Like Dynamics 365 Marketing, or any Dynamics 365 or Power Platform application as well.

Depending on the user security role, admins and business users have different privileges and access rights.

Business Users:

1.Have access to records belonging to their business unit and can’t access or share data other business unit.

2.Have access to and control of Dynamics 365 Customer Insights segments and measures in their business unit.

3.Can activate segements for use in other Dynamics 365 and Power Platform applications.

Administrators:

1.Own and manage the gobal data estate of an organisation.

2. Configure business units(groupings of related business activities) in the Power Platform admin center

3. Configure deduplication and unification of customer data within data within business units.(not across business units)

4. Define data mappings to assign business unit ownership based on identifiers such as associated brand or geographic location.

5. Have access to segments and measures created for global and business unit usage.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{New} Copilot Studio at a glance

uk365guy

Hello Everyone,

Today I am going to show new UI of Power Virtual Agent which is renamed as Copilot Studio.

Let’s get’s started.

Login into Copilot Studio

https://web.powerva.microsoft.com/

Then you will see new UI of Copilot Studio.

1. Copilot: You can set up new bot with the language you want to speak and Copilot will create responses in real time with answers and information from a website you choose.

2. AI Plugins (Preview)

Add Power Platform component as an AI Plugin, you can select generate content or extract insights, Create automation, Update or get answers about external data.

3. Prompts(Preview)

AI Prompts you can create AI builder models and create text using custom prompt and classify text, Respond to AI Reply, Respond to a complaint, create text using custom prompt, sentiment analysis of text, AI Summarize Text, Extract information from text.

4. Model(Preview): You can create Documents, text, structured data, images and so …

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} New settings on Dynamics 365 Sales App

uk365guy

Hello Everyone,

Today I am going to show new settings on Dynamics 365 Sales App.

Let’s get’s started.

Dynamics 365 Sales Admins settings can be difficult to navigate, sometimes frustration for administrators.

By using the search capability, system administrators can improve operational efficiency by locating specific settings quickly and reducing time spent on navigating through the system.

It also simplifies onboarding for new administrators, reducing training time and cost.

Features and settings messages ensure maximum use of the platform’s capabilities, by helping system administrators discover new and relevant features leading to improved performance and productivity.

New search function in Dynamics 365 Sales admin settings will help system administrators achieve following:

1. Quick Navigation.

2. Easy Onboarding

3. Feature discovery

4. Enganced user experience.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@uk365guy)
#365blogpostsin365days

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{How to} track and auto update the task activity using AI-powered tasks in Dynamics 365 Sales

uk365guy

Hello Everyone,

Today I am going to share my thoughts on collaborate with sales teams using AI-powered planner tasks.

Let’s get’s started.

Normally Sales teams are known for their collaborative nature, relying heavily on apps like Microsoft Teams and Dynamics 365 Sales to work together efficiently.

Microsoft releasing new feature which allows progress of tasks to their colleagues, whether they’re using Microsoft Teams or the Sales app, can be tracked efficiently. This capability is whole changer and empowering sales team to remain in complete control of all activities associated with a particular account or opportunity.

1. Sales Copilot bot monitors conversations in the deal room and suggests relevant tasks from discussions.

2. If a user agrees to create suggested tasks, the tasks are automatically generated with assigned owners.

3. A tasks tab is created in the deal room channel to access these tasks and stay on top of the latest updates.

4. This feature works for both Dynamics 365 and Salesforce CRM Users.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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