Power Virtual Agents Archives - Aric Levin's Digital Transformation Blog https://aric.isite.dev/category/powerplatform/pva/ Microsoft Dynamics 365, Power Platform and Azure Tue, 10 May 2022 17:17:22 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.3 How to start with Project Oakdale (MS Teams and Power Apps) https://aric.isite.dev/office-365/post/start-project-oakdale/ Fri, 25 Sep 2020 06:14:00 +0000 https://aric.isite.dev/index.php/2020/09/25/how-to-start-with-project-oakdale-ms-teams-and-power-apps/ In this blog post I will review the recent announcement from Microsoft Ignite, where we saw first hand Project Oakdale, or Power Apps within Microsoft Teams. The post will show you how to enable Power Apps within your teams tenant, and how to start working on your first app.

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In this blog post I will review the recent announcement from Microsoft Ignite, where we saw first hand Project Oakdale, or Power Apps within Microsoft Teams. The post will show you how to enable Power Apps within your teams tenant, and how to start working on your first app.

The first thing is the ability to add Power Apps into your teams client. This is pretty straight forward. On the left area navigation of your Teams client, click on the More added apps button (…), which wee pop up the find an app window. You can enter your app name in the search, or as we will do in our case, we will click on the More apps > link at the bottom right of the window.

Project Oakdale - More Added Apps

Once you click on the More apps link, the main window within Teams will display the available apps. Currently, Power Apps is visible on the of the screen, which is easily accessible. You can click on Power Apps here, or possibly in the future, when it is no longer one of the preferred apps, you can click on the See all link.

Project Oakdale - Preferred Apps

If the Power Apps is not available, and clicked on All apps, you can filter down the list of Apps, search or select one of the categories. At the time of writing of this article, if I choose Top picks from the list of categories, I will be able to see Power Apps in the first line.

Project Oakdale - Top Picks

After I select the Power Apps I will get the Add New Power Apps window. This is where I will be able to add an app to Teams. You can click on the add button to add it to add it to your team, channel or a tab.

Project Oakdale Add Power Apps to Teams

Clicking on the drop down button next to add will allow you to select whether you want to add the App to a particular team or to a chat.

Project Oakdale Add Power Apps to Teams

Next, you will see the Power Apps (Preview) page, where you can start creating your app and configuring it. This has already been added to your environment, so you can select one of the app templates to add to the team or create an app from scratch and connect it to a data source (or create a new data source).

Project Oakdale Welcome Page

When you click the Create and app button, you will get a popup that requires you to select the team that you want to add the app to. Select the team that you want,

Project Oakdale - Select Team

Click the Create button after you selected the team to initiate the app creation process.

Project Oakdale - Select Team - Create

The create app process can take a minute. You can wait while the app is being generated in the background, or close the window and wait for notification that the app has been created.

Project Oakdale - Setting up Team

You will receive a notification email from Microsoft that the team is ready to use the Power Platform, with a link to open the app in Teams.

Project Oakdale - Team creation confirmation

Finally when you navigate to your Team, you will see that you can use Power Apps in that team. Click the Create button to start Creating the app.

Project Oakdale - Team ready to start using

You will then finally be navigated to your Power Apps Build screen where you can design and build your Canvas App inside of Microsoft Teams, connect to your data sources, or create a data table right from within the app, and use it to display data.

Project Oakdale - Canvas App

I will dive deeper into Project Oakdale in an upcoming blog post.

You can find additional references about Power Apps and Microsoft Teams integration in the links below on the Microsoft docs web site:

https://docs.microsoft.com/en-us/powerapps/teams/overview

https://docs.microsoft.com/en-us/powerapps/teams/overview-data-plaform

https://docs.microsoft.com/en-us/powerapps/teams/data-platform-compare

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June 2020 Updates to Solution Experience https://aric.isite.dev/powerapps/post/https-www-ariclevin-com-powerapps-post-june-2020-updates-solution-experience/ Sun, 28 Jun 2020 22:22:00 +0000 https://aric.isite.dev/index.php/2020/06/28/june-2020-updates-to-solution-experience/ As I was going through one of my solutions in the last few days, I noticed that there are a few changes that were made to the Solution experience, and wanted to share this with everyone. Usually we see a change appear here and there, but it seems like Microsoft is trying hard to simplify the experience and add the missing pieces that are available in classic and not yet available in the Modern experience.

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As I was going through one of my solutions in the last few days, I noticed that there are a few changes that were made to the Solution experience, and wanted to share this with everyone. Usually we see a change appear here and there, but it seems like Microsoft is trying hard to simplify the experience and add the missing pieces that are available in classic and not yet available in the Modern experience.

The first change that I saw, that is not really related to the solution experience, but only the ability to navigate between the different parts of the platform are links to Chatbots where you can create new chatbots or list the chatbots that you have already created for your environments. The image below shows the new links that are available in the Maker Portal.

Power Apps Maker Portal June 2020 Updates - Chatbots

The next part is a few additional to the solution experience. While navigating to a solution and opening a particular entity for example, you will see a few buttons added to the command bar in your maker experience. The new buttons are Add subcomponents, Edit data in Excel, Export data, Export to data lake and AI Builder.

The Export to data lake and AI Builder are already available in the left navigation, so I won’t really discuss these.

Power Apps Maker Portal June 2020 Updates - Entity Command Bar

The Add subcomponents, something that is available in the Classic solution explorer allows the addition of entity components to your entity, without having to go back to the list of components and then adding from there. This was something that has been desired for a while.

The Edit data in Excel will download an Excel file with all the columns in your entity. You will need to connect to the environment by signing in Microsoft PowerApps Office Add-in pane. You will be able to make changes to your data and then publish it so that it writes it back to your entity records.

The Export data will download a zip file containing a csv with the data from your entity. This can be used for later migrating data to other environments, backup or other transformation requirements.

The final change that I saw in the solution experience was in the Forms tab of the entity component. A new button called Form Settings has been added, again to bring closer parity to the experience that we have in our Classic interface.

Power Apps Maker Portal June 2020 Updates - Form Settings

This button allows us to change form settings which include the Form Order, Fallback forms and Security roles. The interface is cleaner and provides drag and drop functionality to set the form order. It seems though that Security roles are not yet available, but hopefully sometime in the near future.

Power Apps Maker Portal June 2020 Updates - Form Settings Popup

I hope that Microsoft continues to sync the classic explorer and the modern explorer so that we will all eventually have to only work with a single interface.

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