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Go Beyond the standard ERP and CRM – Microsoft Power Platform

May 8, 2020

Using Power Platform

which combines the robust power of PowerApps, PowerBI, Power Automate, AI , BOTS, Data Connectors into one powerful business application platform
The Power Platform connects to a wide range of data sources – including third-party apps whose control is fully integrated into power Platform admin like managing Business or non-bussiness Data sources which gives a super layer of security to the business.

Team DVMSKE
offers integrated business software management solutions for your organization

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Demo & Tutorial Video on Power Platform CDS data Integration
1. Prerequisites / Checklist before starting the setup
2. Connections with Microsoft dynamics 365 and Dynamics
3. Connection Sets
4. Integration Keys
5. Exploring Templates
6. Creating a Project
7. Mappings / Custom Mappings
8. Conditions / Filters i.e if status = approved or submitted then only sync
9. Advance Query in Mappings
Schedule
10. Troubleshoot any Integration errors in Fin&ops or CRM
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Digital Transformation with AI Builder

New Power Platform low-code solution for enabling us to easily automate processes, predict outcomes, improve business performance.
Few in-built OOB models available: In AI Builder, AI is based on model types as follows.
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Scenario Digitize your Forms to extract information, store or process them

  • Will train my model to read Internet Bills
  • Use the trained Model in power Apps
  • Extract the Total Amount Collected information
  • Will automate extracted Total Amount and other values to Microsoft dynamics 365 or Note or your Local database (Just for the sack of example)
  • Will Generate a Power Bi chart to show Total amount collected data for the year

How do I get it? Power Platform licensing and pricing

PowerApps and Power Automate licensing is fairly complex. You can read the latest licensing guidance here:
https://docs.microsoft.com/en-us/power-platform/admin/powerapps-flow-licensing-faq

Want our help to Digitally transform your business with Power Platform Contact us.

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    Build and consume solutions for web and mobile
    with Power Apps, We can create apps for any purpose, such as a simple contact list, a mobile surveying app or an expense processing app, COVID-19, Criss management App

    • Build mobile-friendly apps quickly and without development knowledge and reducing pressure on busy IT teams
    • Connect to and surface data from your business applications, such as Dynamics 365 and Office 365 (and also third-party apps)
    • Surface key data into a user-friendly app to help data entry – meaning users only see the information they need to fulfil a particular task
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    Power BI is a business analytics tool which allows you to easily connect to data sources, create visuals and gain business intelligence quickly. It allows you to:

    • Click and connect with Microsoft and third-party cloud services, as well as on-premise data sources
    • Easily manipulate data and create visuals, such as charts, dashboards, maps and many more – so you can present your data in an easy-to-digest format
    • Use natural language to query data and get results (i.e. “show me our sales pipeline for 2018 by month, by sales person”)
    • Overall, allowing you to easily analyse and make sense of complex data to enable continual improvement
    Microsoft 365 Flows

    Microsoft PowerAutomate: Power Automate used to be known as Microsoft Flow. This allows you to create automated workflows between your Microsoft services or other third-party applications, which allows staff to avoid carrying out repetitive tasks and save valuable time. It allows you to:

    • Use pre-built automation templates for common automation (within the Flow Gallery)
    • Create your own automation by connecting various applications, such as Outlook, SharePoint Dynamics 365 or non-Microsoft apps like Twitter, Asana, Gmail, MailChimp etc.
    • Set up triggers, alerts, automated emails, push notifications and much more – with no coding and in minutes
    • Overall it allows you to save time, reduce human error and streamline your processes
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    Easily build chatbots to engage conversationally with your customers and employees—no coding required.

    • Fetch Data from multiple Data sources i. Get Case info for entered case ID from Case management system (Dynamics, Service Desk, Jira, E.T.C.)
    • Use FAQ using your own or an Opensource Website, which enable the bot to answer the user query
    • Connect using any cognitive service using Power automate connectors

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