In this session we’ll discuss how to build automated processes for your Dataverse solutions. We’ll go from basic to somewhat more advanced, covering a range of questions that newbies and D365CE veterans alike can benefit from. Power Automate or classic workflows? Which Dataverse connector? How can I use the new Dataverse connector successfully? We’ll address everything you need to know to build flows like trigger components, lookup fields, bound/unbound actions, and common gotchas.
In this session Rebekka will share everything you need to know about Dataverse for Teams – the deep integration between Microsoft Teams and the Power Platform. From configuring a relational data model, building apps, flows & bots and understanding the specifics around security and permissions.
Dataverse is packed full of security concepts. Dataverse for Teams inherits some of these concepts in a lightweight version. In this session we will go through the different concepts. You will learn how and when to use them. We will compare the full set of capabilities in Dataverse to the lightweight set in Dataverse for Teams. You will learn for which solution to use what regarding the data security requirements.
In this session attendees will learn fundamentals of database design in Dataverse, along with good tips on how to setup user friendly forms and views.
Yes, of course, we can do some smart thing in Dataverse, just like data validation in Excel, but it can only be better. Tables within Dataverse can take advantage of rich server-side logic and validation to ensure data quality and reduce repetitive code in each app that creates and uses data within a table. In this session, we can explore a few ways.
SSRS used to be a “go to” tool on a lot of Dynamics CRM, and, later, Power Platform projects. We used it to create reports, and it has been invaluable in developing pixel-perfect print forms. Still, it’s an older technology which was much more relevant in the on-premise environments where we had access to the reporting server, and that’s something we don’t have in the cloud anymore. Turns out there are two great alternative in the cloud: Power BI Paginated reports and Power Automate Word templates. In this session, we will compare SSRS to Power BI Paginated Reports and Word Template, will look at the pros and cons of each, and, will do a quick demo to get an idea of how it all works.
Do you ever wonder how can you easily migrate data from other sources to Dataverse. In this session, we will learn how to Dataflows to manage data migration from different sources going to Dataverse to achieve your current migration requirements. Dataflows are a self service data preparation tool to enable ingestion, transformation and loading of data using a user friendly interface on cloud.
Transforming Customers into Power Users through Self-Service Automation. Ben Banks & Sebastien Roques from Solgari All Channel Communications show how with the power of their All-Channel Communications solution customers can self-serve across several key industries. During the session they will showcase the following use cases; Retail Subscriptions, Pharmaceutical Re-ordering, and Non-Profit/Healthcare scheduling.
Automate your D365 and M365 documents with dox42 and chatbots!
Real life business processes require the generation of documents like quotes, reports, contracts, emails, etc… Use dox42 to automatically generate these documents with data from all sources by simply chatting with a bot, clicking a button in a Power App or by letting a Flow do all the work for you!
What you will see in this session:
• Generate your documents where you need them: from a Chatbot, a Power App, a Power Automate Flow or directly in your Dynamics 365 applications or SharePoint!
• Easily design complex documents in MS Word, Excel and PowerPoint with tables, conditions, barcodes, charts, images, etc.
• Combine data sources: SharePoint, M365, D365 FinOps, CE & BC, Web Services, SQL and many more.
• How to set up your document generation Chatbots, Power Apps and Flows.
Your result will be a business user friendly document automation process that can be efficient, enjoyable and productive at the same time.
The session will be brought to you by dox42 Senior Technical Evangelist Lisa Pulsinger and dox42 Developer David Scheiblauer.
In this Session I will talk about possible integrations in DataVerse , 1. Event to Event Hub 2. Event to Service Bus 3. Event to Webbook 4. Export to SQL 5. Export to Lake