3 Tips for Maximizing Efficiency in Business Automation and Data Analytics with Power Platform

Power Platform, consisting of Power Automate, Power Apps, Power BI, and more, offers a comprehensive set of tools for business automation and data analytics. Power Automate allows seamless integration and automation of tasks across various applications, while Power Apps enables the creation of custom business applications with its low-code development approach. Power BI empowers organizations to visualize and analyze data through interactive dashboards and reports. Together, these tools revolutionize workflows, improve decision-making, and drive innovation, making the Power Platform a valuable asset in the digital era.

In this article, we’ll explore three tips to improve user experience in Microsoft Dynamics 365 CRM

Automatically sending Power Apps cards to Microsoft Teams channels using Power Automate Flow

The blog discusses the introduction of a new feature called Cards in Microsoft’s Wave 2 release. Cards are simplified forms connected to Dataverse that can be sent to CRM users to capture necessary details. The blog provides a step-by-step guide on creating and sending these cards to Microsoft Teams channels using Power Automate Flow. The process involves creating a flow triggered by the creation of a custom employee record, selecting the desired card, and using the Microsoft Teams connector to post the card to a specific channel. By following these steps, users can automate the sending of employee information cards to Microsoft Teams channels.

Exploring Bookmarks in the OOB Power BI service reports

The article discusses the newly added “Bookmarks” feature in the out-of-the-box (OOB) Power BI service reports for customer service analytics. The feature allows users to save custom filters and changes made to the dashboard, ensuring that they can easily access and review personalized reports in the future. Users can create, edit, delete, and set default bookmarks, providing a convenient way to navigate and customize their viewing experience. The article also mentions the configuration changes in Dynamics 365 2022 release wave 2 and highlights the changes in the look and feel of the report interface. Overall, the “Bookmarks” feature enhances user productivity and offers a seamless reporting experience.

Visualize data in a view with Power BI service

Microsoft has introduced several new features, including the Power BI quick report (preview) feature in model-driven apps for visualizing CRM data. To enable this feature, users can go to the Power Apps website, select the desired app, click on the ellipses, and choose Edit -> Edit in preview. In the edit screen, they can access the Settings button and navigate to the features tab to enable the Power BI Quick Report Visualization. After saving and publishing the app, users can launch it and find the “Visualize this view” button on the app ribbon for all available entities. This button allows users to visualize data using Power BI, with the visuals tailored to the selected view. Field-level filtering is also possible. However, users must have the required Power BI License assigned to them. Overall, this feature enhances data visualization and analysis within Dynamics 365 CRM by providing seamless integration with Power BI, requiring just one click and saving time and effort.

The article explores the integration of Power Apps, Microsoft Teams, and Power Automate (Flow) to automate sending Power Apps cards to Teams channels, facilitating efficient communication and collaboration. Additionally, it discusses the “Bookmarks” feature in Power BI service reports, allowing users to save custom filters and changes, improving personalized reporting. The article also highlights the Power BI quick report feature in model-driven apps, enabling seamless data visualization and analysis within Dynamics 365 CRM. These features enhance productivity, streamline workflows, and provide seamless communication and data visualization capabilities within the Microsoft ecosystem.

Inogic goes beyond being a mere provider of Microsoft Dynamics 365 CRM; it stands as a trusted partner and holds the esteemed position of a top Microsoft ISV Gold Partner. With a profound understanding of Microsoft Dynamics 365 CRM and Power Platform, Inogic is dedicated to equipping businesses with the necessary tools for success.

One of the primary avenues through which Inogic shares its knowledge and expertise is its blog space. The blog features a treasure trove of easily comprehensible articles and step-by-step guides covering a wide array of topics. These encompass Dynamics 365 CRM, Power Platform (Power Apps, Power BI, and Power Automate), Azure, Sales, Dataverse, Field Service, and more. Inogic’s blogs are brimming with practical tips and valuable guides, ranging from insights on Microsoft Model-driven apps, leveraging Canvas Apps with Microsoft’s AI Builder, to exploring the features of Microsoft Power Automate features and other exciting subjects.

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