Friday 19 April 2024

{How to} Use copilot easily in canvas app

Hello Everyone,




Today I am going to share my thoughts on the use of copilot easily in canvas app.









Let's get's started.






Copilot functionality is turned on, by default in canvas app that connect to Dataverse data.


So no special configuration is needed to use copilot.




It is available when a user asks a question and can help them better understand their data.




Microsoft is bringing copilot to more apps and more users.




Note: Copilot is already turned on in canvas apps that connect to Dataverse data so there's no special configuration needed by makers or administrators.



Copilot is available right away when users ask questions and help them better understand their data.


Example: users can ask which employee has lowest sales or which warehouse is out of stock for a certain SKU.

Copilot queries Dataverse tables to find answers.





That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days






Thursday 18 April 2024

{How to} Use the Power Platform Settings app

Hello Everyone,





Today I am going to share my thoughts on the preview feature use of power platform environment settings app.










Let's get's started.






Certainly! The Power Platform Environment Settings app is a powerful tool that replaces the legacy web client experience.





It provides a modern, performant, accessible, secure and extensible settings management experience for application developers. Here are the key details:



Legacy settings:





Modern advanced settings:






1. Unified Experience: The Power Platform Environment Settings app offers a single, unified interface for application developers to create settings for their applications. It streamlines the process and ensures consistency.



2. Security and Access Control: Just like the existing legacy experience, the new app provides robust security features. Developers can configure access control settings and manage during the transition.



3. Extensibility: The app suppports extensions, allowing developers to customize and extend settings as needed. Any existing extensions created by customers will be preserved during the transition.



4. Advanced Setting Redirection: Initially, existing links for advanced settings from various locations in Power Platform will be redirected from the legacy settings web client to the new Power Platform Environment app. However, administrators have the flexibility to turn off this redirection until the feature reaches general availability.



That's it for today.


I hope this helps.


Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

Wednesday 17 April 2024

{How to} Select columns downloaded on mobile devices on model driven apps

Hello Everyone




Today I am going to show how to select columns downloaded on mobile device while offline from maker portal for model driven apps.








Let's get's started.





Now you can select the columns of a table that are downloaded on mobile devices for offline use. The fewer columns you select the faster the app downloads the data on the device for usage without conncectivity.





How do you do that from maker portal.









Edit the Model driven app and click on the settings:



Go to general  then on the select offline mode and profile > Default > select your model driven app >









Then click on "...." and click on edit selected profile : a new window will be opened on the right hand side where you can select the table and fields.








Then select the contact table and all rows  then manage columns,  all columns or required rows only or custom or organization rows will be appeared and then select the columns you want to add the app.








Then add + save.







Then save + close.





Finally Save and Publish.



That's it for today.


I hope this helps.


Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days






{Do you know} Modernize maker experience security settings in maker portal

Hello Everyone,





Today I am going to show how to create new security profile from maker portal.







Let's get's started.





Now with the maker portal users can have modern security role settings.









How do you do that?




Login into your www.make.powerapps.com








So Enable makers to use a modern and accessible security role editor while creating apps.


Now, makers can configure security role settings in Power Apps using a new security role editor.



This feature includes a new panel called New Role and lets makers configure column security profiles.




That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days





Tuesday 16 April 2024

{How to} Direct new makers to their own developer environments in power platform admin center

Hello Everyone,





Today I am going to show how to enable direct new makers to their own developer environments in power platform admin center.







Let's get's started.



Login into power platform admin center




Go to settings > Tenant settings:




Click on Environment routing(preview)




 







This is preview feature and is not for production use.



That's it for today.



I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days












Monday 15 April 2024

{Do you know} Explore enhancements to outbound dialing in Omnichannel Customer Service

Hello Everyone,



Today I am going to share my thoughts on the new preview feature of Omnichannel customer service explore enhancements to outbound dialing.








Let's get's started.




Let's delve into the recent enhancements to outbound dialing. These improvements aim to streamline the calling process for agents. Here are the key features.







1.Search and Call: Agents can now search for customer contacts or accounts directly from the outbound dialer and initiate calls. This makes placing calls more efficient and convenient.



2.Customer Record Access: Additionally, agents can open the customer record directly from the call history. This seamless integration allows them to access relevant information while on a call.


These enhancements enhance productivity and provide a smoother outbound dialing experience for customer service teams.




That's it for today.


I hope this helps.


Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

Sunday 14 April 2024

{Do you know} Enhancements in email composition experience for agents in Dynamics 365 Customer Service

Hello Everyone,




Today i am going to share my thoughts on preview feature enhancement in email composition experience for agents on Dynamics 365 Customer Service.








Let's get's started.




Certainly! Let's delve into the enhancements that have been introduced to improve the email composition experience for agents.






1. Drag and Drop Recipients: Agents can now seamlessly move recipients between the To, CC, and BCC fields while composing emails. This feature streamlines the process and enhances efficiency.



2. Recipient Email Addresses Displayed: The new experience allows recipients email addresses to be shown alongside their names. This configuration provides clarity and ensures accurate communication.



3. Resolve Email Addresses to Dynamics 365 Records: Agents can easily link email addresses to corresponding Dynamics 365 records. This functionality simplifies tracking and management.



4. Out of Office Status Visibility: Agents can now view the Out of Office Status set by recipients. This insight helps agents tailor their communication effectively.



These enhancements aim to save time, increase productivity and enhance the overall email composition process for agents.



That's it for today.


I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days