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Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata!
The Dataverse model-driven\Dynamics 365 app to SharePoint ‘integration’ is not the best. Chucking documents into folders, which are stored in folders, within more folders is not ok.
How to use Custom Pages, Power Automate, SharePoint, Power Apps and Dynamics 365 to help make it better. This post will show you how to:
1) Add information or metadata about the document except the record it relates to (by proxy of its location) during the upload
2) Show users when documents were uploaded without delving into each SharePoint folder
3) Significantly improve the document management user experience in model-driven apps
Event Check-in App for Dynamics Marketing
Dynamics Marketing allows us to automatically send out unique QR codes to registered event attendees. In this article I will show you how Power Apps & Power Automate can be leveraged to create and event check-in app so we can say goodbye to paper lists and post event painful data entry.
Form Processing + Power Automate: Lessons Learned from AImee in Action
I put AImee with Power Automate to the test in a live demo recently at Global AI Bootcamp, it was super simple form which asked people to write their name, email, favorite colour and their guess of how many cookies were in the jar - what could possibly go wrong!?
I will share some lessons learned which led to a much improved and more robust flow for fail proof Form Processing which significantly reduces ways for 'bad' data to get into Dynamics and provides a user friendly log report for any issues along the way.
Enjoyable Data Entry with AImee: Powered by Microsoft Form Processing
Meet AImee your data entry assistant. She works for free and never even takes a toilet break. She is available to work any time and all the time. She is the brainchild of Microsoft AI Builder. She will turn paper entries into Dynamics 365 Marketing contacts so we can leverage D365 marketing automation to thank the competition entrants and identify the winner to claim their prize!