Microsoft Dynamics 365 - integrating PowerApps, PowerBI and Microsoft flow | Bodhe Technology | Skillshare

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Microsoft Dynamics 365 - integrating PowerApps, PowerBI and Microsoft flow

teacher avatar Bodhe Technology

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

29 Lessons (1h 40m)
    • 1. Course Introduction

    • 2. Target audience and prerequisites

    • 3. Overview on Dynamics 365 platform

    • 4. Course overview

    • 5. Understanding data flow in Dynamics 365

    • 6. PowerApps Overview

    • 7. Microsoft flow Overview

    • 8. Overview of integrating D365 Talent with PowerApps

    • 9. Passing parameter from Dynamics Talent to PowerApps

    • 10. Theory : Designing a PowerApp

    • 11. Practical: Passing parameter - Part 1

    • 12. Practical: Passing parameter - Part 2

    • 13. Designing a PowerApp - Part 1

    • 14. Designing a PowerApp - Part 2

    • 15. Personalise user form as System administrator

    • 16. Microsoft flow architecture

    • 17. Create record using CDS in MS flow

    • 18. Fetch record from CDS using MS flow

    • 19. Overview of the requirement

    • 20. Designing PowerApp - part 1

    • 21. Designing PowerApp - part 2

    • 22. PowerBI integration architecture

    • 23. BYOD - export data from Dynamics

    • 24. Verifying exported data in Azure SQL server

    • 25. Designing PowerBI report with BYOD - Part 1

    • 26. Designing PowerBI report with BYOD - Part 2

    • 27. PowerBI report reference in Dynamics Talent using custom links

    • 28. PowerBI report and PowerApps

    • 29. Next learning curve

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About This Class

Learn advance techniques to integrate PowerApps, PowerBI and Microsoft flow with Microsoft Dynamics 365 platform.

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1. Course Introduction: Hi there. Thanks for starting this course. This course will guide you to customize the Microsoft Dynamics platform. We will see detailed introduction on the dynamics platform and move slowly to the advanced learning curve with the power platform tools. Microsoft's powered platform includes power bi I for visualization, data and power APS for writing custom business applications. This course elaborate The ways to integrate the data to and from the dynamics platform Power APS and Power bi I a two major breakthrough in this course on I will cover all the standard and essential training on these technologies. When you complete this course, you can able to create power APS application integrated with dynamics 3 65 Using Microsoft Flow on, you can able to create power bi I reports we will use common data service model and oh data services to extract an import data. This courses for beginners To get into the basis of dynamics platform power APS Power be ironed Microsoft Flow. We will cover the basis in advance to the next level to create APS and report using power Platform dynamics 3 65 is a cloud based E r P and C R M enterprise system. It has the following modules in it finance and operations. Previously known as Microsoft Dynamics, a X. The operations module contains all of the finance and operations functionality. Sales is the core functionality of dynamics. CRM, with all of the lead management and sales process functionality you need, is a sales person. Marketing At launch, Microsoft announced a partnership with Adobe for the marketing portion of Dynamics 3 65 Given their discontinuation of Microsoft Dynamics, marketing, customer service capabilities help companies earn loyalty in power agents and remain agile in the new AI assisted service economy. Project Service module allows for the estimation and scheduling of projects in Dynamics 3 65 Field service for businesses with field agents or workers, this extra module leverage is the mobility of the Microsoft cloud and delivers extra features. Thes organizations will find handy. Talent is the HCM module of dynamics. A X will be developed on its own track and could be purchased separately. The retail module of Dynamic SE X will also be developed on its own track and can be purchased separately. Why we need to customize a product. We customize any software to extend certain feature and to change the business logic according to our needs Dynamics platform, a mobile compatible and has separate mobile application to provide more user friendly to ease the user interaction. But still, the out of box mobile application in Dynamics platform has many limitations to customize, and we need to rely on the developer. Power. APS could be risi underlying technology for business users to create a mind blowing applications, especially for dynamics platforms. There will be certain situation where you need to integrate legacy system or any external system to the dynamics platform. We will think this is an extremely complex scenario and it is quite not achievable. But if you understand the basis of the data flow which we will be covering in the latest section of this course, you can able to visualize the data flow from and towards the dynamics platform. In some cases, you need to customize the dynamics platform to export data into the data warehouse. This involves in creation of O data entities if it is not exposed or creating a new table and exposing those data for reporting, we will cover how to handle such scenarios using power bi I. These are the major technical limitations that we will encounter while we try to customize D 3 65 platform. It is a cloud based business application platform. It means the infrastructure is handled by Microsoft, especially certain platforms such as Dynamics. Talent, which is HR Module, is purely Assad's based application. This means that the user cannot have access to the database or to do any customization in the classes or forms. Dynamics modules such as finance and operations allows user to extend the classes and forms . Some modules, like dynamics talent, are highly closed application. The course covers the power out design and report design on all dynamics platforms, since it is a SARS based application dynamics platform databases not accessible outside the system Common Data Service, called his C. D s model enable us to synchronize the data into the real time database. C. D s is a subset of the data base and contains only limited set of fields. These are the ways to overcome the technical limitations to customize the dynamics platform personalization option, allow user to modify the appearance into our new fields to the table. This also helps system administrator to set up a common personalized view based on the roles in the organization. We will Seymour in detail on how this personalization works to include our power up in dynamics platform power. APS has the ability to create or extend the business logic. This also helps us to leverage the functionality to the mobile based platform power. APS can allow us to use other Microsoft services with the dynamics data. For example, we can able to create a power APP application toe automatically view the list of field service based on the location of the user to integrate data with the external system. We have data integrator in C. D s to synchronize data across Dynamics Platform data integrator also have option to synchronize the data with the external database. This enable user to integrate with the legacy system that feed data into the C. D. S. Bring your own database called his B Y O D. Allow us to extract data into a separate database. This option allows us to extract data, but not to import into the dynamics platform. We will use this technique to extract data and use. It is entity store. We will see these options in detail in the upcoming chapters 2. Target audience and prerequisites: Hello again. We will discuss about the targeted audience for this course, and we'll cover the prerequisites to start the hands on experience. If you're looking for an implementation of the mobile app using power APS or if you need to develop a report in power bi I for your organization using the data from dynamics platform , this course helps you to connect with the basis of power platform. If your HR consultant and need to explore or create a report on your own, you can use this course to know how to connect data with dynamics platform and perform the report development. This course also helps you to know how to customise dynamics talent using power. APS Architect sir, Welcome to this course to know the full flow of data from into the dynamics platform. Since architect will handle the integration of power, APS and power bi I. This course helps you to uncover more details on the integration dynamics platform changes the way of data, and developers are in a position to learn about power APS and power bi I. This course enables you to focus on the development of the reports and mobile APS. These are the basic prerequisites to be handled before starting this course. This helps you to have a hands on experience when you travel along with the chapters. If you need a hands on experience, you can sign up for the upcoming instructions. This step is not mandatory. To start this course you need Microsoft Dynamics 3 65 Trail account. You Need Power BI I desktop version to create reports and published to the Power bi I Web services, Power APS and Microsoft Flow of fully SARS based application. So you need to only sign up for the services. I will explain you each and individual prerequisites and how to achieve them in the upcoming slides. Log into trails dot dynamics dot com. This allow you to start trail account on any one of the Microsoft dynamic services. For this course, we will be using Dynamics 3 65 talent to integrate data to power APS and Power BI. I please select the required service. In our course, we will be using dynamics talent and sign up with your work email account. Enter your work email address in the phone number. Click get started button to continue. This will verify your account click Yes, to continue with the entered email I d To create the account, start providing your first name last name on a sign of password to complete the sign up process. Power BI I Web services can be accessed in power. Bi dot Microsoft dot com Sign up. If required into the power bi I website. You can see a download icon on the top right corner of the website. Please click on the button to view the drop down is shown here. Click on the Power bi I desktop option. This will download the Power bi I desktop software. Please install the software. We need this to design the report connected with the Dynamics 3 65 data. Sign up with Power APS by log in to power ups dot Microsoft dot com. This will enable you to create power APS application. Please use same work. Email it to sign up, which you would have used for signing up for the trail version of Dynamics 3 65 platform. Same like signing up power APS sign up with Microsoft flow by. Log in to flow dot Microsoft dot com. This will enable you to create work flows. Please use same working merely to sign up 3. Overview on Dynamics 365 platform: hello there before deep diving into the data flow in dynamics platform. Let discuss some basics of the data enabler in the system. Dynamics platform has a set of user interface created with forms, classes and other artifacts. These user interface to connect and populated with data. These data resides in the internal database. This system does not allow the user to interact with the underlying database. The reason is very simple. Microsoft do not want to degrade the performance of the application by exposing the database from other reporting or integration purpose. So Microsoft have a features to interact with this internal database. Let's see those features to interact with the data dynamic system has another database known as common data service called a C. D S. C. D. S is a subset of the main database. You can provision C ds separately, which enables Dynamics platform to sink the data automatically from internal database to the C. D s database. But remember, C. D. S contains all required court table and fields that cover most of the key business requirements. Microsoft is working on expanding C. D s database with new entities OH, data services built on top of the data entities. What is data entities? We will be covering up these basis on upcoming chapters. These data entities air exposed is the rest ap I services. This enable user to interact with the data with the O data expressions to make it more simple. O data is like accessing data with the http request. Bring your own database called his B Y O. D. Is used only for the reporting purpose. Scheduled batch will be scheduled in the dynamics platform. On this batch process data and extract to the database reporting software such as Power BI I and other Analytical Tool uses. The B Y O. D. Is the input feed and produce the required reports. Let's see a demo on one of the product of dynamics platform. Microsoft Dynamics 3 65 Talent. This is the dynamics talent portal. I have signed up for the trial version for dynamics talent. This is the employee self service page where an employee can request time off, apply task and perform various operations. Throughout the course. We will be interacting with dynamics talent and will be creating power APS power bi I remember. The process is similar to all other dynamics. Platform personnel management allows human resource to maintain the details about the workers and their loaned items, positions and job information. In this course, we will be creating a power out for the personnel management module. There are various other modules in dynamics talent to maintain various business process. Here, you can see the organization administration option allowed toe handle most of the business admin operations it allows to maintain master details regarding jobs, department position, hierarchy and global address. Book details. System Administrator can ableto handle access to the dynamics Talent here. Admin can maintain workflow details that shed your job. Another. Various admin related jobs. You need to be a system administrator, since we will be configuring here for power. Bi I reports. As you can see, there are other two options named is Attract and on board attract. Allow us to create job and post in various job portal. As of now, Linked in is the job hiring portal, which again comes under Microsoft to raise the job information from a track attract allows us to create and maintain job interviews to the candidates on board. Allow us to maintain the efficiency of the employees by monitoring various mandatory training and examinations. Next session, I will give you a detailed walk through of this course. You can visualize what you will be learning and your key achievements if you complete this course. 4. Course overview: Let's discuss on what you can expect to learn from this course. Initially, we will cover all the essential training on the Microsoft powered platform. We will learn basic Microsoft Dynamics 3 65 and we'll cover the basis of the data flow. We will discuss about C. D s. No data to extract or import data into the dynamic system. We shall learn more about the power APS, Microsoft Flow and Power Bi I from scratch. I will explain you the prerequisites to start the course in the next section. Using the knowledge on the data flow, we will discuss about the best way to integrate data. We will discuss about creating a mobile application with an example. We will talk about the real time application and we will implement a prototype for the same . And in the latest section of the course, we will discuss on using B y o. D. And we will develop a report in power bi I Yes dynamics talent is the complex and completely closed ended SARS based application which provide very limited ways of integrating with outside world. This course extracts data from dynamics talent in the process of integrating with data is common across all other dynamics platform. We will later discuss about the next learning curve to enhance the integration experience. 5. Understanding data flow in Dynamics 365: we have already reviewed some basic details on the data flow in Dynamics platform. We will briefly look into each components in the data flow. I will show you a demo on the Common Data Service, as described earlier. See, DS is a subset of internal database that are made up of entities. These entities air sink with external system using C. D s. You can able to retrieve and create record in the internal database. Let's see a demo on C. D s to view the C. D s. Entities, please log in into make doc power ups dot com On the left hand side, you will see many options to interact with the C. D s Click on Entities option to view the list of available entities. Now it is showing a filtered version of entities. These entities are tied up with the internal database to remove the filter. Please click on the top, right option and change. The view is all this will show up all the entities in the C. D. S. These are the entities which are directly connected with the database of Dynamics platform . Microsoft maintains the recurrence to sink the data to the internal database. Since we have provisioned with dynamics talent, we can able to see data from the provisioned environment. We can also export the data of the selected entity and can be downloaded for review. Each entity has various options, such as list of fields in the entities with the data types, the relationship with other entities and business rules. These keywords, or similar, is in the database management system, such as primary key relationship. Here there is an option to view the data resides in the C. D. S. Understanding C. D. S is the key for all integration projects. C. D s is a way of integrating with the dynamics platform. There is another way to fetch data known as O data services. OH, data service. Allow us to directly interact with the internal database. Unlike C. D. S, which is hosted separately. Let us discuss the basis of O Data Service. Consider we have a dynamic server. It will have a list of data entities in it. Don't get confused with the entities that we have seen before in C. D s. Those are hosted separately in the database. The data entity that we're discussing now is the data entities resides in the internal database these entities air exposed using arrest ap I services. This enable user to get and put data into the internal database without using C. D s. It is widely used for external system to read the data such as mobile application. For an example, consider the name of the server is server one. There is an entity in the server named is Entity One. So to access the entity data, you need to create a http get requests. This could be viewed in the browser to get the entity data we need to create http request using the U. R. L Constructed a server name slash data slash lee entity name In our case, the U. R L will be server one slash data slash entity one. To view all entity meta data in the server, you need to add data in the U. R. L. After the server name, for example, to view the entity list in server one and two server one slash data. Let me show you a demo on this. I will show you how to identify the list of data entities in dynamics talent Select System Administrator option and navigate to data management workspace. You will find various option to interact with the data entities, such as exporting or importing data. To view the list of data entities click on Data Entities option. We can see the list of data entities in the form. Remember, these entities are directly tied up with the internal database. You will Seymour entities compared to the list of entities in C. D s. Let us try to get data for one of the entity here. Let us take worker Entity is an example to view the list of entities we need to enter the server name. In our case, it is dynamics talent. You are l slash data. To view the data from specific data entity, we need to add the entity name for worker entity. We need to include worker in the U. R. L. I am showing you the list of entities that are exposed in the system. Here. You can see the worker entity details. Let us pace the worker entity name in the U. R L and find the data extracted from it. We usually use browser to validate the data when you enter the u. R L in the browser. It uses authentication token from the browser and show the data in Jason format. We will be using get method in http request from other external system. When you use Microsoft flow, we will be using this u r l to fetch the data. Authentication should be performed with the Azure A D credentials. We will see those steps in more detail when we deal. Microsoft flow in later chapters, we have covered common data service and no data service. This knowledge is required to start developing power APS application. We will see b Y o d in later section of the course when we deal with reporting using power bi I 6. PowerApps Overview: to create a power APP application signing into the power APP services in the browser. It shows up various built in templates. To start these templates contains required application screens and connections. To develop the application, let us create a blank application from scratch. Click on canvas app from blank. I am giving a demo name to the APP. Select the format of the application. It depends on the platform that you were planning to create the app. Usually I use the phone format. To make it more simple, select the desire for Matt and click Create button this loads of blank up to start on. This is the power app workspace. Let us create a new screen from the existing template. As you can see, the left hand side shows the list of objects in the tree view. These are various control that have bundled with screen that we have chosen from template. The tree view shows the screen name is header and controls his child. You can also group that controls with a meaningful name. Next, we have data source option. This option allows us to connect with any new or existing data source. Such a C. D s and other external connectors. Power APS provides various connectors to interact with the other applications. The other option is the advanced tool. This helps us to monitor the performance of the application. This is an experimental feature, and we will focus more on the basic information, As you can see when you select to control the corresponding properties appears in the formula bar. This formula bar is used to write basic coding. Part. It is similar to the Microsoft Excel like expression language with basic Lupin condition formulas. For each controls, there will be a set of properties that affect the appearance and behaviour of the control. Let's see some basic details on the menu Bar file menu Has the option to view details and save or published the power out home menu. Allow us to set a theme to the application. It is more likely the theme in the Microsoft office. It has other formatting options too old to the user interface Insert option. Enable us to insert controls into the selected screen controls such as labels, buttons, another text input format are available here. We will be using basic controls from these menu while we designed the power up application in upcoming Chapter gallery is the main control and widely used control in power out. This is used to provide a list view to the user. It has various theme to show the list page data table and forms can directly buying to the data source records. If you have a direct connection to the database, you combine to the record media option. Has list of multimedia controls to add into your application. It also help us to use mobile senses and camera. There are advanced options available toe handle the export and import option from the other power APP applications Chart Option Concert Basic chart controls We have an option to embed the power bi I reports into the power APP. Application Icons are used as an alternative to the images. AI Builder is the advanced option in power out. It uses Microsoft Cognitive Services to perform set of operations. These a pre defined set of controls that perform image processing and speech processing functionality. View Menu is the centralized place to view all the database in cash. Details these media files are saved in the application is a cache. Data collection is the array of data to be holding the cash gallery control used collection to load and visualize the data. We need variables toe hold certain data and required to pass a value from one screen to another. Action menu shows options to navigate to certain screen events and can help user to chose the collection details in the formula Bar Clicking on the flow option will shows the list of Microsoft flow. It allows us to create new flow and connect to the application sooner. We will be using this option top left corner you can see in status icon. This will be highlighted is red. If there is any error in the APP, this play icon runs the application on the browser and help us to test the application during development. We have seen a basic overview of the Power APS application be prepared with the basic hands on experience. With this, we will be developing advanced application in the upcoming chapters 7. Microsoft flow Overview: This is the Microsoft Flow portal, which allow us to create and maintain flow. Left side menu provide various options to maintain. We can create a flow with an approval process. With this option, my flows option shows the list of flows that I have created and shared by other users. To create a new flow, click new and select the desired template. You can able to see the C. D s entities from this portal. Okay, let's see how to create one. Select the desired format and provide a name to the float. I am creating a flow with the manual trigger. You should click on the plus icon to add other new steps to the float. This provide various actions to interact with the external system. This will create a connection with the signed in user credentials. I have added a sample actions such as deleting a row, and I am adding another action such as automatic emailing. When the trigger is initiated, top right corner allow us to save and debug. We context the flow on demand from the screen. Microsoft Flow is very simple form to handle any workspace. In upcoming section, we will be connecting the flow from power, APS 8. Overview of integrating D365 Talent with PowerApps: In this chapter, we will be creating a sample power APP application. This will be integrated to fetch data from Dynamics platform before jumping into the session. Let's discuss more on the architectural design. We have already discussed more on the data enabler in dynamics 3 65 C. D. S. A no data services air used for the power out development. The decision on choosing C. D S or O data service depends on certain criteria. Always prefer to fetch the data from O data services if you're developing a mobile application If you were planning to integrate power up in the Web browser U. C. D. S database C. D s entities a subset of the internal database, if you don't find the required entities in C. D s, you can find the missing entities in the O data services. I will show you a demo application to integrate power, app and Dynamics platform. Then eventually we will try to create an application with power happened workflow. Let's jump into the advanced session in this course 9. Passing parameter from Dynamics Talent to PowerApps: before jumping into the hands on session. I need something to inform you when you're trying to create a power out for dynamics platform. You should keep the parameter flow in mind. I will explain you with an example. You need to pass a parameter from dynamic system to power out toe. Identify the record. For example, if you are creating a power app for employee record power, app should know the selected record in dynamics to launch the other details in power out. Let's take an example of employees and we'll see how to pass the parameter. This is the employee table in dynamic system which has unique key in the table is employed . All other fields are related to that primary key. When you select the record and launch power out, the unique field will be sent to power out. Remember, only one field value can be transferred is a parameter to power out. That is the reason why we need unique field value to the power out power APP gets the unique value from dynamic system, and it launches additional connection to the dynamic system. To fetch the related field details, we will see demo on how the parameter is fetched from dynamic system to power out 10. Theory : Designing a PowerApp: we will see how to integrate external Web services from dynamic system using power. APS initially passed the required parameter to the power out. The APP should create a connection to the external system. We will be using external Web services in the demo to fetch the information the power out will fetch. Based on the selected record in the dynamic system, let's start creating such application now. 11. Practical: Passing parameter - Part 1: let us start creating a power app for a sample scenario in dynamics talent, the employee self service allows user to maintain their details. Let's take an example on benefits. This is a list of benefit that are associated to a person in the organization. If you concede here we have many benefits shows up. I on the view here, we need to find the unique key. The benefit name is the unique key in the table. We need to pass the unique field that is the benefit name to the power out. Let's create a power up with blank template. Select the format and name it to create its loading. Now I shall quickly attach a label from the insert menu. It's a label to show what benefit you have selected in the dynamics platform. I am adding another label to display the selected benefit here on the text field of the label. I am calling a method called Param Method. Remember the entity I D will fetch the incoming parameter from the dynamic system. Once this set up is completed, please save and publish the power out 12. Practical: Passing parameter - Part 2: go to the APP section in the power APS portal. Right? Click on the created app and select details. You can see various details about the power APS please select the app i d from the details . This is required to integrate the power APS into the dynamic system. Navigate to the form in the dynamics talent and click on the icon on top. Right corner, select insert of power APS option Name the Power APS and pasty acted that you have saved earlier. Select the benefited from the input parameter. The selected field will be sent his parameter to the power APS. You need to refresh the page to show the newly added option, select a record in the benefit and click on the APP. As you can see, the power APP shows the selected benefit name instantly. This is very useful tip to integrate power apse with dynamic system 13. Designing a PowerApp - Part 1: we have seen how to pass parameter from power APS using Param Method and the Entity I d. Let us enhance this application that we have created. I am adding a new screen with the title naming the screen title is launched screen. Let's out of button to connect to the external Web services I am naming. It has launch F a qs, adding the selected parameter to the power out. We have seen this in last discussion. I am adding another label and makes it to display the parameter from dynamics. We'll see how to get parameters such as user name or email it in power. APS. We're gonna welcome the user on the launch screen. Use a method will allow us to display the current user email I d name and even the image of the user. 14. Designing a PowerApp - Part 2: in last lecture we have covered till we have assigned a text box with the current user name . Let us integrate this in power app and see the results I am saving. This happened publishing it Remember saving only will not refresh the app. When you launch from dynamics, it is mandatory to publish the application. Now I am navigating to the dynamics talent and launching the power upper using the menu. The user name is fetch based on the logged in user. From the dynamics, the user details will be automatically passed through to the APP. If you're using power, Apple's mobile app, the logged in user in the mobile will be used. Let us enhance this application based on the selected benefit record. We will try to launch the receptive. Lee frequently asked questions, navigating to the power out to show the list of frequently asked questions. We need to add a screen of list page. Adding the list page screen in the APP Gallery is the list view in power out the data source of the list pages. Normally a collection Let me a sign. A variable collection name to the gallery is data source on click of the button. Let us navigate to the screen to the list page. First parameter will be the screen name, followed by the transition animation. I will show you a list of open source Web services for medical related questions. Medical News Today website. Provide us a number of free open feed services. We're going to use one of them. You can seem we have the u R l here. If I navigate to this u r l I can see number of questions and Nancy's around the selected topic. Let us try to connect to this Web services using Power APS. As we seen already, the parameter contains the selected record from dynamics. We will connect RSS feed using RSS connector in power APS click on the RSS connector and assign the U. R L to this. The result of the feed should be stored into the collection. This collection is linked to the gallery that we have already configured earlier. Now we need to set the display values from the collection, navigate to the list page screen and assign the display value to the gallery control. I am assigning the title in summary to the gallery control. - We have three benefits in dynamics, so we will use continuous if statement to fetch the respective u R L. This is for demo. In actual scenario, the key value pair will be stored and retrieved from the database I am writing. If statement in assigning respective you RL's to the Feet for medical were displaying diabetes related F a. Q. Let us check if we have anything related to vision. 15. Personalise user form as System administrator: we have developed a sample power up integrated with external web service in C. D. S. We have linked this power app using the personalization. Remember, this modification of adding the power up in this form is specific to the user. In practical scenarios, this power app will be deployed to specific Orel uses in the organization. We can go to the personalization and export. It is a file. Later we will use this file to import to other users. Dynamics Platform provides such functionality to deploy the power out to all or specific user in the organization. Remember, initially, power app should be shared to user. The personalization option, which I am going to show now, is a mass update to the user. Power app should be shared separately from the portal navigate to system administration and select personalization option in the set up here. As you can see, there are multiple options to support personalization. We can apply personalization to all users or specific to use a role. We can clear and manage the personalization from this menu to apply. The file which we have exported should be applied to the user. To do that, please select the user or a role to apply the personalization, select the user and click here to import file, upload the file, which we have downloaded earlier. This will update the power out to the selected users. We have seen how to set up the power out to the users. 16. Microsoft flow architecture: Microsoft Flow has a very simple architectural design. Flow is meant to do some actions into perform work flows. There should be a triggering point to start the Microsoft flow. This could be a manual push button trigger, or the trigger will be a new file uploaded in SharePoint Document library. The's Trigger normally uses a connector to connect with the external system. Such a SharePoint or dynamics platform flow should perform some action internally, or it will use connectors to communicate with other systems. Variables a simple is a string or complex J son format will be given his input to the actions. This is an optional one in the Microsoft flow. Connectors uses http request to connect with the external systems. There are many connectors build inside, and if required, we can create a custom connector. If our external system supports http request In our case, the external system will be the power APS and Dynamics platform 17. Create record using CDS in MS flow: we have seen how to fetch the record from dynamic system using C. D. S. In this video, I will show you how to create a record in dynamics platform using C. D s services under organization admin. We have an option to create a job. I will initiate a flow to create a job named as you Timmy Tutor. Let us start building the Microsoft flow. I am creating a manual trigger. I am adding or action is C. D s action to create a new record selecting the environment, name and entity name In our case, we need to select jobs Entity. As you can see, when I select the entity, the mandatory fields in that entity is shown here. I am adding the name of the job and entering the validators current date. Let us save and execute the flow. It asked for the permission to connect with the C. D s entity. The result shows that the record with you dummy tutor's job is created in the dynamics environment. Let us check this from dynamics talent. Yeah. Here you can see the new record created 18. Fetch record from CDS using MS flow: Hi again. We will see a demo on creating a Microsoft flow with C. D. S. As we have discussed earlier in the basis of Microsoft Flow, we need to select a template to start. I am creating an automated flow. I am naming. It is talent integration. The trigger of the flow should be common data services. Selecting the trigger is when a new record is created in the entity. We will be creating a flow to send a push notification when a new worker is created in the entity. Just a welcome push message to the user about the new Joyner. I have selected the environment and entity. Name is worker. Adding an action is mobile notification. We will add the text and other details to show in the message. We will create a record in the worker and let's see if the flow gets triggered. Navigating to the worker details in creating a new worker. Naming the person is M s flow. Now we have created a record. This should trigger and execute the M s flow automatically. Let me check the run history of the M s flow. Yes, and execution of the flow has happened Let's check the details in it. When you expand the flow connection, you can able to see the log details. As you can see, the welcome messages centers a push notification to the user. 19. Overview of the requirement: we have seen how to create a sample power app and Microsoft flow to interact with dynamics platform. Now we're going to discuss about a real time requirement for a mobile app in a company a worker can able to lend some of the products some company offers. Additional monitor or equipments to take is a loaned item. These items will have a time limit and will be registered in dynamic system. In dynamics talent, a worker can able to loan an item. I will show a demo on how to do this in dynamics talent. Then we will discuss how to transform this use case to a mobile application in dynamics talent. Please navigate to the employee self service portal and select the loaned equipment option . This form shows the list of loaned items with details such as when it is loaned when the employee is planned to return the item. Let me show you how to create a record here in Dynamics platform Select New option to show the options to add a new item. It allows us to select or item from a list of item in the inventory. The loaned item is auto populated to the current date. When the loan is initiated, we need to replicate the same logic in the mobile application that we're going to develop. Let me explain you more on the requirement. The mobile application show interact with the dynamic system to fetch the list of items from inventory and to create a new loaned item record against a worker. This is the sample mobile application prototypes. I have sketched the APP prototype. We need to create two buttons one to fetch the list of loaned items against a worker, another button to create a loaned item. This includes fetching a list of items from the inventory module and allowing users to select the item and creating a loaned item. We will see in detail on how to create such application easily using power, APS and Microsoft Flow. 20. Designing PowerApp - part 1: Let's start creating the APP. I am creating a new mobile app named his loan App for Dynamics 3 65 Talent for a better naming convention I am naming the screen is home screen. We need to add the header in the two buttons. Let's see if we can the header using the rectangle. Let us name the headers loan out to make it more visible. I am changing the color toe white. Now we need to add two buttons is discussed in the prototype adding a button and naming it to show my loans. Let us duplicate the same button and name it for adding a new loan to the worker. - We need to add a new screen to display the list of loaned items renaming the screeners. Show my loans. We can easily fetch the list of items using the entities from C. D s. But as you can see here, we don't have our entity exposed in C. D. S. In this situation, we need to use Theo Data Services to fetch the details. We have already seen how to fetch data using C. D. S so this power apple consume and interact with dynamics using o data services. Let me save the application To add a new flow we need to navigate to action menu and click on adding a new flow. It launches the Microsoft flow portal. This new flow should be triggered from the power out. So naming it and assigning the power apples the triggering point once the flow is created, we need at a new action to initiate the O data services. Basically, we're going to establish a get request to the dynamics. Let me navigate to the O data services and find the entity name searching for the loan item details. Yes, Loan equipments is the entity that were searching for copying this u R l and pasting this in the action. Let us test this flow instantly to check the results. As you can see, the result shows the list of loaned items. Now we need to send this response to the power app To do this, create another threat to initiate the response, we need to send the body tag under the response to the power out. If I add the flow in power app, it will allow us to fetch the data using Microsoft flow. This gallery is connected with the collection variable. So when this screen is launched, we will fetch the record and save in the collection variable. 21. Designing PowerApp - part 2: We have created a flow earlier to fetch list of loaned items from dynamics. We have a problem here in the implementation we have assigned. The body tag is the response to the power out. This will send the data without any meta data information. Metadata is used to identify the type of the input that power out is expecting from the phone. This enabled power out to configure the controls based on the data type. Now we need to add schemer details to the response. Let us do this step to fetch the schemer. We need the sample data that we ascending is output. Let me run the flow and fetch the J son data. We need to copy the output. Click on the sample payload option to open the Jason sample input paste the copy data and click done button to generate the Jason Schemer. As you can see, the schemer is generated. We have the value is an array which holds the items that we need. So we need to receive the value. Is a collection in power out? Navigating to the power happened assigning a collection name to the gallery. Let me at the Microsoft Flow on the load of this screen. As we discussed earlier, we will assign the value array to the collection. - We need to assign the controls of the gallery to the specified values from the collection. Let me show you a small demo on this loaned item list. Clicking the button, fetch the data from Microsoft Flow and show all the loaned items on this. 22. PowerBI integration architecture: we will see how to create a power Bi I report for dynamics platform to create a report. We need access to the data The data exposed ISO data services or we need to extract into a storage medium such as using SQL Server for dynamics platform the perfect places to use data late. This will enhance the analytical experience to the user. Bring your own database called his B y o D ca NBI used to extract the data from Dynamics Platform Power BI. I will use the extracted data from SQL Server and Consumed. To show the report user can able to access the data via power bi i Web services. If we need to enhance the user experience, we can embed the power bi I report in the dynamics platform we have an option called Is user links to redirect the user from dynamics to power. Bi I report or we have an option in power APS. Also, we can embed a report in power APS and redirect the user to the power bi I Web services. This is the ideal way to show the report because user can able to see a dashboard within dynamics platform and can able to navigate to the power bi I report in this chapter we will extract data into B Y o d and will create a simple power. Bi I report later we will embed the report in Dynamics platform. 23. BYOD - export data from Dynamics: I have created an azure SQL server to store the data from Dynamics Platform. Now we need to store the connection string of the SQL Server in dynamics to configure the B y o d. I am navigating to the system administration module. Here we have various options to manipulate. We need to select data management workspace to see the options for data extraction, the important export options air used to sink the data between various system. Once we configure the B Y o D settings, we will be using export option to extract the data to the SQL Server, select the configure entity to export data option from the workspace, provide the source name and enter the connection string. Click on the validate button to test the connection. If it is can able to connect, you will be prompted with the information. If there is any issue in the connection, it will show you the error message to rectify the issue. Now we have configured the database connection. We need to publish schemer to the database. Click on the publish button. It will allow user to select the entity name. The selected entity name will create table and schemer into the B Y. O. D. Database, we need to select the required entity to export the schemer. Remember, this will only create table and other metadata in the SQL Server. You need to export data separately to get the value in the database. Let us export. The data now again is before Select the System administration and select the export option . Provide some group names such as Employee Export, and add the entity. Provide the entity name and select. The target data format is B Y O D, which we have configured earlier. Select the required options to push the data and click on add To select the entity we have added the entity that we have published earlier, the schemer was already created. The export option will populate data into the table in B Y. O d. Let us see the mapping from dynamic system to B Y o d. System. Here you can change the mapping if required, or add extra validations to the data. We have option to create recurring data job to export the data. This means the data will be pushed out from dynamic system to the external database automatically. We have various options such as monitoring the data and behaviour of the system. Let us export the data on demand. The export option will push the data on demand to the B Y o D on. We can see the exported data count in the system. We have successfully extracted the data with the build in steamer to the external database . All the data is in dynamic system is now extracted for analytical purpose. If we use the recurring job, this will be monitored on the data management workspace. Navigate to the export project list and select the export project to load it, we can able to see all the recurring run in the section and we can manipulate the data if required. 24. Verifying exported data in Azure SQL server: We have extracted the data from dynamic system to the external database I have logged into as your portal and showing you the data that is exported from the previous video. As you can see, I can able to see all the data related to the employees. We will use this data to create a sample power. Bi, I report in next section. It is exciting, isn't it? 25. Designing PowerBI report with BYOD - Part 1: Here comes the power bi I desktop application. First things is to get the data into the APP. Let us quickly jump into the process of importing data. Select get data option and select SQL server database. Provide the data source, which we have provided in the dynamics platform. This database will hold the data from dynamics for analytical purpose. Select the required table and click on load option. This will download the data into the APP to enhance us to visualize data. As you can see the columns of showing up in the APP, let us quickly create a table visualization and view the data from it. I am searching for some data from the table. Let us add the name of the employees and will try to add the age of the employees. Okay, The table does not have the age information. Let us check for the date of birth information. Yes, Bingo. We have the data. Let us create a table filtered with the employee data. Who has birthdate on the current month from the current date? I will call it is filter. Data on will select the query. For this, I am adding a filter to the table to identify the record employee who has birthdate on the current month and the day should be greater than or equal to the current day. I am adding the required filters now. - If we add the data in the table visualization from the filter data, it should show only the employees from the current month that is November month, added the name from the filter data table. As you can see, it displays only the current month's data. We have filtered the data based on the current date. I am making some changes in the visual of the table to enhance the view highlighting the table with the required visual changes, we shall out a new column to display the age of each employee. To do this, we will add a new column into the table. The age is actually the year difference from the current date to the birthdate. So adding the required calculation to calculate the age value, - we will add a title to the table to distinguish the view or the report naming it is current month birthday details. After adding the header, let us make it more readable by increasing the size of the label. Okay. Now we will add some fancy visualization. Why can't we had a map and show each employee details in the map? Our report is getting more interesting now. I will add the map control. You can see the control, need the location information. The more precious information is, the more accurate the map. So let us add some information in the map. 26. Designing PowerBI report with BYOD - Part 2: We have added a map control earlier to enhance the report. To specify the location the location field is used to pin in the map control. We shall add the address zip code which is very unique toe. Identify the area in the map, adding the location will enable the map control to fetch the particular location, we need to add the legend to the control. This will highlight the control using the corresponding location I d I. As you can see, the data values are highlighted in the map control, but there is the issue with the data, you can see that gender information is in numerical value. The reason is very simple. Dynamics maintains the enumeration values is integer. To do this, we need to edit the query. The query editor will allow us to transform data before it enters into the visualization. We have an option to replace the text on each field. Before that, let me change. The data type is string from the number we shall at the new Miracle conversion now, so we need to create a mapping for those numerical values. To do this, we shall add the values now for value one it should be male. And for two it will be female. We shall mention others for any other data input. When the changes are made, the changes will fetch the query again and transform the data. If you refresh the report, we can see the changes in the visual ization power. Bi I is more powerful tool As I select a row in the table, it will automatically zooms in to a specific location in the map automatically. Superb is ent. I am planning for creating a separate course for advanced power by development. Let's see now we have created a meaningful report. Let us try to embed this report from dynamic system. 27. PowerBI report reference in Dynamics Talent using custom links: in the previous section, we have added a map control which will be handled using a data table. Now we need to publish this report to the power bi I Web services. To do this, simply click on the publish button. I am navigating to the power bi I Web services. We can see the report has been showing here in the workspace that we have published earlier to create a custom link in the dynamic system. We will use this u R L linked copy the report. You are l remember. The report should be shared to other users in power Bi I. Otherwise users cannot see these report online. I am navigating to Dynamics platform to enable the report link. We will add a link in the employee form, since the report is more relevant to the employee information. To create a custom, you are l navigate to system administration and select configure links under user defined links. This form allow us to add new links into the dynamic system. Click on the configure target system to add a target system details. We need this information later to configure the page, click on new button and paste the report link here, Close the form and create link in this form. Name the link and select the former's HCM worker. This is required to say that we need to add link in the employee form, select or simply type the group name here at the display name and select the target system , which we have created earlier. Remember, we can use this option even to launch any other external system. From dynamics talent. We need to menu item name of the employees form. Let me navigate to the employee form and copy the menu item name in the U. R L. The text after M. I is the menu item name. Copy that and paste in the required field enable the link and save the form. We have added a custom linked to launch the report. I will show you the link an employee form. You can see Dynamics platform created the link and it shows his employees report clicking. This report launches the report in the browser itself, we have successfully created a sample report and added a link within dynamic system to launch the power bi I report this approach is easier than creating any custom code within the system to embed the report. In next section, I will show you another approach to embed the report within the dynamics platform. 28. PowerBI report and PowerApps: in this section, I will show you how to show a power. Bi I report in a power APS application We will create a power at named as Employees report and embed this app inside Dynamics platform. This will show the report within the dynamic system. Let me quickly add a power bi I control in the power APS. We need to select the dashboard here To add a dashboard, we need to navigate to the power bi I Web services and add a dash board for the report that we have already created. Go to the report and pin the report to a dashboard. I have already created a dashboard named his demo D. This dashboard should be selected within the power APS selecting this will populate the map control inside the power up application, save and publish the report. Now the process is simple. Is we have covered in earlier chapter. We need to configure the dynamic system to show the power. Bi I report within power APS copy the power app sap I d and configure the power APs in dynamics Let me out the power up in the employee form adding the app will show the drop down with the related at name. If user clicks the power APS this pop up the power bi I dashboard. If the user clicks the dashboard, it launched the report in the Web services. This is an idle way to show the report within the dynamic system. 29. Next learning curve: in this course, you should have learned many latest technology in detail. We have covered most of the techniques that are required to enhance the dynamic system. We have also covered how to create a basic and advanced power APS using Microsoft Flow. We have also seen how to create a power. Bi I report on how to handle the dynamic system for report. We have learned most advanced cutting edge technologies such as Common Data Service OH Data Services and B Y O. D. We have enough knowledge now to proceed, exploring mobile application and creating reports for the dynamic system. The next learning steps to advance the knowledge on the dynamic system is to use logic app . Logic caps will connect your business critical APS and services with as your lodger caps automating your work flows without writing a single line of code. It is an advanced version of Microsoft Flow, which can be used mainly for integrating two system through C. D s. I will create a new course on the logic app with dynamic system. Please comment about the course, and I will take this opportunity to enhance the next upcoming course. Thanks for buying this course. Meet you soon shortly. Happy learning