Alle berichten van sdaudey

Dynamics Power! Using the new File type field and Power Automate!

PowerAutomate

My client was using a CMS to store data for managing offerings and demands for specific real estate items. I rebuild the system within Dynamics 365 using the Opportunities to store the offerings and demands and made sure that the website was now using D365 as a source instead of the CMS. There was one thing, the CMS system offered a super handy tool to upload a file with specific information for the real estate around NH3 guidlines for the specific area/real estate item. The Excel sheet is processed and the information was shown on the website.

Of course there are many ways to import or update data within Dynamics 365. But in this case we needed a super simple solution for the end users, so they could import the data themselves with a few clicks.

The new file type within Dynamics would offer the user to upload a file in a user friendly way.

After uploading the File the File will be processed by Power Automate, you can see the main steps below.

If you take a look at the main steps you will notice some strange things:

  • You must use a tempory file. For this purpose the step Create File has been added. This step is needed as the Excel Online (Business) connector can only connect to an existing file on Onedrive / SharePoint. So I create a temporary file on Onedrive with the name consisting of the combination of the GUID of the opportunity and Timestamp. The File Content is the body of the step Get file or image content.
  • Use the Excel Online (Business) connector and use the File ID as input. You cannot use the Filename in a variable; if you try to do so you will end up with an error like ‘The parameter fiel has an invalid value’…
  • Use a Delay before Deleting the temporary file, otherwise an error will be shown that the file is locked. I used an delay for 10 minutes.

 

The result after adding a file:

I still have one small issue and that is that the step Get file or image content fails when I use the function to remove a file within D365. The Flow triggers at that specific moment, as the Flow has been configured on the update of the opportunity and specific for the File field. So when removing the File the Flow also triggers, and fails on the Get file step.

MB2-714: Overview

MB2-714 Customer Service

In deze series van blogs zal ik mij richten op de voorbereiding voor het examen van MB2-714 Dynamics CRM 2016 Customer Service. Dit helpt mijzelf bij de voorbereiding en wellicht kan het jou ook helpen. Aangezien het examen in het Engels wordt afgenomen; switch ik naar het Engels. 🙂

In my first blog I will take a look at the Exam topics, which will be measured. Those can be found: https://www.microsoft.com/en-us/learning/exam-mb2-714.aspx

The scores are measured on four main topics.

overview-ms

Manage cases and the knowledge base

I consider this area as the basis for the Customer Service module in Microsoft Dynamics CRM. It is all about creation and follow up on cases.

Manage queues, entitlements and service level agreements

I consider these areas to be the areas for automation and defining rules for cases.

Manage service scheduling, interactive service hub and unified service desk

This will cover the topics on service scheduling in Dynamics CRM (planning), and working with (advanced) dashboards to make life easier for the support engineers.

Work with FieldOne and survey and perform service management analyses

This covers the addon solutions for FieldOne (Field Management) and Voice of Customer (surveys). And some reporting within CRM and Power BI functionality.

My guess is that we need some deep knowledge on the first three blocks and some highlevel knowledge on the last part.

Microsoft suggests this Self-paced training:

overview-training

 

I guess if you have passed MB2-713 Sales for Microsoft Dynamics CRM 2016 some of the topics will be the same like the reporting. Also the training 80715: Office 365 Integration with Microsoft Dynamics CRM Online is recommended for the MB2-713 Sales certification.

My next blog will deep dive into Case Management!