Power Baseball League: System View Enhancements

Views are a simple yet powerful element of any model-driven app. They provide users with relevant information and help them see the information they need at a glance. As a system admin or solution architect, you have complete control over what these views show and the order of the columns.

Today we build out a basic view and include discussion on adding columns from other tables. We also touch on the new UCI filtering capabilities. Additionally, we give some examples of important considerations to make when designing your view layout.

Join us next week as we work to bring graphical representation of our data out in our segment on charts!

This is part of the Power Baseball League Series with Kylie Kiser (follow her on LinkedInTwitter or her Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.

You can find Kylie’s content at the following:

Blog: https://kyliekiser.com/

LinkedIn:https://www.linkedin.com/in/kylie-kiser/

Twitter:https://twitter.com/KylieKiser

YouTube: https://www.youtube.com/channel/UCt7jIvOwE4mHsr1Tjk1jj3w

Power Baseball League: Editing System Views for Model-Driven Apps

It’s time to spend some time improving our Power Baseball League Model-Driven App by editing the System Views. In our previous videos, we worked to get the basics of our app set-up. We added in Contacts, Accounts, and a couple of custom tables for registration data as well as the season (year). 

When you add in tables from Dataverse they come with pre-established views. We don’t need some of them, so today’s video talks about how to tidy these up in the model-driven app administrator area (commonly referred to as the “maker portal”). 

Join us as we walk through how to disable several of them. We also highlight the XrmToolBox View Layout Replicator which takes the columns from one view and allows you to select which other views should look the same. This is an extremely handy tool to bring consistency to your views. Trust us, your users (and your user feedback queue) will thank you!

Power Baseball League: Editing System Views for Model-Driven Apps

This is part of the Power Baseball League Series with Kylie Kiser (follow her on LinkedInTwitter or her Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.

You can find Kylie’s content at the following:

Blog: https://kyliekiser.com/

LinkedIn:https://www.linkedin.com/in/kylie-kiser/

Twitter:https://twitter.com/KylieKiser

YouTube: https://www.youtube.com/channel/UCt7jIvOwE4mHsr1Tjk1jj3w

Power Baseball League: We’re Back!

Welcome back Power Baseball fans!

Kylie and I took some time away to enjoy the holidays. We hope you all had a wonderful holiday season and your 2021 is off to a fabulous start!

Both of us started new jobs in the past couple of months so we’ve each been busy acclimating ourselves to these new roles. We both took the leap into the partner world as Solution Architect’s. Both of us have already applied some of the knowledge we learned through this joint initiative! From our perspective that’s great validation of the time we spent on this!

Speaking of validation – by far the coolest confirmation of this work has been from YouTube viewer Frank who left a comment on one of the videos seeking some clarification on the Power Automate flow we built connecting Customer Voice to our Power App in Dynamics. After getting the addition detail he needed he kindly came back and commented:

Greetings, I just wished to advise that with your added knowledge I was able to complete the functional steps in my dev project. Thank you very much for your assistance.

What a great feeling to know that our information was consumed and used in a real world application! We’re so grateful for Frank and many others that have tuned into follow along this journey.

After reflecting on the project and looking back at our topics, we realized we haven’t spent a great deal of time actually configuring our app. As our discussion unfolded, we realized that in order to ensure we’re delivering on our goal (to share relevant, functional information with our viewers on tactical ‘how to’ topics), we decided it’d be wise to spend some time in the app preparing it for what our fictitious baseball association would require out of the gate. We intend to spend some time covering things such as:

  • Entity architecture
  • View management
  • UCI View Editor
  • Chart creation
  • Dashboard creation
  • Power Automate – On-Demand Flows
  • Email Templates
  • Marketing Lists

This gives us plenty to run with over the next couple of months.

We are excited to continue and we look forward to hearing your comments and questions. And don’t forget, if you want to join in on the fun we’d LOVE to have you on as a guest! Perhaps you have another topic you’d like to explore with us – don’t hesitate to reach out to us to discuss!

Remember, swing for the fences! (Actually that’s horrible baseball advice – solid defense and consistent on-base percentages will go a long way to winning games, but that’s a topic for another day…and a different blog all together!)

This is part of the Power Baseball League Series with Kylie Kiser (follow her on LinkedInTwitter or her Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.

You can find Kylie’s content at the following:

Blog: https://kyliekiser.com/

LinkedIn:https://www.linkedin.com/in/kylie-kiser/

Twitter:https://twitter.com/KylieKiser

YouTube: https://www.youtube.com/channel/UCt7jIvOwE4mHsr1Tjk1jj3w

Photo Credit: Photo by Tomas Eidsvold on Unsplash

Power Baseball League: End of the Season

We have covered so much this year in the Power Baseball League! I’m late posting this as I was in full on ‘unplug’ mode over the holidays.

One of the things I reflected on toward the end of the year was things I am grateful for from what was an odd year. One of the top of the list items for me was this project alongside Kylie. I learned a great deal, dabbled in some things I wouldn’t have done otherwise, and earned some points with my kids as they saw my face on YouTube. I may not be a super cool scooter trickster or streaming insane ‘Fortnite’ skills, but both of my boys thought it was pretty cool to see and hear me on the interweb! A sincere THANK YOU to Kylie for her willingness to partner with me on this initiative!!

Toward the end of the year, Kylie and I did a short wrap-up as the final pitch of 2020. We talk briefly about what we have done and where we are going next. Listen in to this video to remember the season.

Kylie is her usual cheery self…I, on the other hand, appear to be taking this way too seriously! 🙂

Thanks again to everyone who has joined us on this journey so far! We would love to hear from you! Reach out in the comments or on social media to let us know what you would like to see next year. You can even volunteer to be a special guest – we’d be thrilled to have you on.

Wishing everyone a safe and happy holiday season! See you after a few away games!

This is part of the Power Baseball League Series with Kylie Kiser (follow her on LinkedInTwitter or her Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.

You can find Kylie’s content at the following:

Blog: https://kyliekiser.com/

LinkedIn:https://www.linkedin.com/in/kylie-kiser/

Twitter:https://twitter.com/KylieKiser

YouTube: https://www.youtube.com/channel/UCt7jIvOwE4mHsr1Tjk1jj3w

Power Baseball League: Customer Voice and Power Automate Build (Part 2)

Let’s keep going on our work with Dynamics 365 Customer Voice and Power Automate! As we learned last week, the data from Dynamics 365 Customer Voice is stored in the Dataverse (formerly Common Data Service). However, we want this data in our standard entities such as Contact. So, we are going to use Power Automate to move it into place.

In part 1, I created the caregiver contact record – in system (and, ironically, human) language, this is the “parent” record. Today, I create the “child” contact records and link them to the caregiver. Each parent can have multiple children, so these entities are related in a 1:N (one-to-many) relationship. Yes, one could argue that there would be more than one parent/caregiver. In our fictitious example, we’re going with the logic that there is ‘one parent advocate’, if you will. In the video, I outlined the steps to use in Power Automate and share some issues I worked through. (Here is the post referenced for linking the records in Power Automate.)

Power Baseball League: Customer Voice and Power Automate Build (Part 2)

That’s all there is to it! This session has been a great exercise to help use learn more about Dynamics 365 Customer Voice and Power Automate. The possibilities are endless!

How can your organization make use of these tools?

This is part of the Power Baseball League Series with Kylie Kiser (follow her on LinkedInTwitter or her Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.

You can find Kylie’s content at the following:

Blog: https://kyliekiser.com/

LinkedIn:https://www.linkedin.com/in/kylie-kiser/

Twitter:https://twitter.com/KylieKiser

YouTube: https://www.youtube.com/channel/UCt7jIvOwE4mHsr1Tjk1jj3w

Power Baseball League: Customer Voice and Power Automate Build (Part 1)

We have been talking for a few weeks about Dynamics 365 Customer Voice and using this to get data into the Power Baseball League. Today we are going to start the Dynamics 365 Customer Voice and Power Automate build!

Keep in mind that the Dynamics 365 Customer Voice data will already be in Common Data Service (CDS) / Dataverse. However, this data is in entities specific to customer voice and separated by question. So we want to move this data into the core entities like Account and Contact.

We talked through some architecture decisions last week. This week, I put our plan into action. I tried to break it down and show you how the data processes through Power Automate to help you understand the process.

Dynamics 365 Customer Voice and Power Automate Build (Part 1)

Stay tuned next week when I take this a step further and use Power Automate to create the child records and link with the parent record created today!

This is part of the Power Baseball League Series with Kylie Kiser (follow her on LinkedInTwitter or her Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.

You can find Kylie’s content at the following:

Blog: https://kyliekiser.com/

LinkedIn:https://www.linkedin.com/in/kylie-kiser/

Twitter:https://twitter.com/KylieKiser

YouTube: https://www.youtube.com/channel/UCt7jIvOwE4mHsr1Tjk1jj3w

Power Baseball League: Customer Voice and Power Automate with Special Guest Todd Mercer

It’s time for another special guest! Todd Mercer (BlogLinkedInTwitter) joins the Power Baseball League crew to talk about Customer Voice and Power Automate. We talk through how the Dynamics 365 Customer Voice responses come in to Dataverse (formerly Common Data Service). Then how we will use Power Automate to move that data around.

This is a great discussion where we discuss multiple ways the solution could be architected. Plus talk through some of the constraints to keep in mind. We hope you enjoy listening to us work through our struggles to make a plan with actionable next steps!

Power Baseball League: Customer Voice and Power Automate with Special Guest Todd Mercer

How would you solve this same issue? What other ways could we architect this solution?

This is part of the Power Baseball League Series with Kylie Kiser (follow her on LinkedInTwitter or her Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.

You can find Kylie’s content at the following:

Blog: https://kyliekiser.com/

LinkedIn:https://www.linkedin.com/in/kylie-kiser/

Twitter:https://twitter.com/KylieKiser

YouTube: https://www.youtube.com/channel/UCt7jIvOwE4mHsr1Tjk1jj3w

You’re Live, Now What?! – Data Integrity

I’d taken a break from the “You’re Live, Now What?!” series in favour of another initiative. This was one post that I’ve sat on for WAY too long. Finally getting around to posting it to the series. Enjoy!

Data is the heartbeat of many organizations today. Long gone are the days where we need to base decisions on what we “think” is happening. Instead we can, and should, lean on data to inform us on what’s really happening.

Over the past couple of years the first thing I do when I think about purchasing anything is read reviews of the product. The more reviews, the more confidence I have in the general sentiment of the reviewers. That is to say – the more information I have, the better informed I feelt.

This extends into our internal systems at work. Data is a critical aspect in our endeavor to understand how we’re doing as a company. As such, we must take steps to ensure that data has strong governance around it’s integrity. Why? Because if data is erroneous we run the risk of erroneous decisions.

Let’s be real – we are “busier” than ever. We manage multiple projects, sit in various meetings about different projects/initiatives, and have many conversations in a day. As a result, our attention to detail is compromised. It may be that we’re documenting something hours or even days after it took place, or we’re inputting data while thinking about the next three things we need to be focused on. The result? Errors.

They are inevitable. We can, and should, strive to prevent them from happening but we must accept that they will come up. With this in mind, it is essential that we have a plan to deal with data integrity challenges that may arise.

There are some tactics that can be implemented to help foster a culture of ‘clean data’.

Limit Hands in the Pot

Does everyone in the company need access to every part of the data management system? Perhaps we can identify methods to streamline process by having data flow through a data steward or be reviewed before it’s entered. Limiting the number of people that have edit permissions can decrease the potential for error. It reduces the number of people that need insight into the ‘how’ the data is entered/managed. That said, it’s important to note the value of having documentation to outline the data entry/management processes.

Data Clean-Up Efforts

Everyone is responsible for the data, so everyone should be responsible for auditing the system for data integrity. This can be done in various ways – perhaps a scheduled day each month where teammates perform random audits on records that were entered to look for completeness and/or errors. But don’t make this a ‘find the problems’ adventure – perhaps create a process whereby teammates are rewarded for excellence in data management practices.

Dashboards / Reports

Use tools like this to look for common data integrity issues. For example, set-up dashboards or reports that show records that are missing key data entries. The name of the game is to develop things that shouldn’t have any results – for example, Accounts with no Address or Country data. If results show up on the list, they need attention. If all records have been entered cleanly, the result of this dashboard/report will be zero, so, no effort needed. Of course you should look to ensure critical data is set to required where possible to avoid mistakes in the first place, but this isn’t always possible.

Training

Training is not a one-and-done exercise. It needs on-going attention. You can use tools like the dashboard/report exercise to hone in on areas that need extra attention (example: notice that you find records from user X always missing the same important information? Schedule a time to discuss with them – use it as a training opportunity but also dig into why they might be missing it as perhaps there is a system change that can be made to make things more efficient).

It’s a Team Effort

Not to be overlooked is the simple act of talking about the importance of data integrity. Bring it up in your weekly/monthly calls with the team. Talk about why paying close attention to data is important and how it pays dividends to the company as a whole. When users understand the ‘why’ behind it, they are going to be more diligent in their attention to detail when entering and managing data.

These are just a few tips. There are others ideas out there. Have some of your own? I’d love to hear them! Drop them in the comments section or engage in the social post promoting this entry.

We’re all learning! Why not learn together?

Cover Photo: Photo by Franki Chamaki on Unsplash

Power Baseball League: Dynamics 365 Customer Voice Creation

Let’s continue the Power Baseball League journey by starting the Dynamics 365 Customer Voice creation process!

So far we’ve talked about getting data into our system via manual import (hello historic spreadsheets!). Next we tackled Forms Processing to handle any hand written applications. Finally, last week built out a Power App to take a snap of the form and processes it. From a picture directly into the system – Amazing!! 

Now, we want to empower our applicants to input data directly into our system on their own! This is the ultimate organizational efficiency goal as it means our team doesn’t need to do anything. No messing around with imports, no taking pictures of forms and hoping they don’t have any readability issues. This puts the power of data entry onto the registrant themselves. All we have to do is review the data as it arrives. Sweet! 

There are several parts to this. This is one of those situations where we’ll need a bit of extra work up front. First, we needed to build out the webfrom itself. We built this using Dynamics 365 Customer Voice.

In a few weeks, we will show you how we take this submitted data and move it around. Using Power Automate we will shift data from the form submission over to our Power Baseball League data management system.

Creating the Customer Voice and sharing some laughs along the way!

NEXT STEPS

Now it’s your turn! Turn on Customer Voice in your environment and build a form. This data will go directly into Dataverse (Common Data Service). Then you can determine what to do with each data element. More on this to come after Thanksgiving.

What’s next for you? What forms could your organization benefit from?

This is part of the Power Baseball League Series with Kylie Kiser (follow her on LinkedInTwitter or her Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.

You can find Kylie’s content at the following:

Blog: https://kyliekiser.com/

LinkedIn:https://www.linkedin.com/in/kylie-kiser/

Twitter:https://twitter.com/KylieKiser

YouTube: https://www.youtube.com/channel/UCt7jIvOwE4mHsr1Tjk1jj3w

Power Baseball League: Add Forms Processing to a Power App

Last week, we set up a Forms Processing Model. Today we are going to add Forms Processing to a Power App! This simple App will allow us to take a snapshot of the application and get the data. Then all this data will be fed directly into our CDS Environment. The app can be created in 15 minutes or less and creates huge organizational efficiencies!

This video starts with the model already up and running. We will walk through the full set up of the Power App. This includes embedding the Forms Processing component and then submitting this data through a form. It will be a simple yet functional app that we can improve on later.

This app will make it even easier for the Power Baseball League team to get hand written registrations into the system!

Kylie works through the process of adding forms processing to a Power App

RESOURCES ON HOW TO ADD FORMS PROCESSING TO A POWER APP

How have you used this technology for your organization? Share your Forms Processing success stories with #PowerBaseballLeague and let’s learn together!

This is part of the Power Baseball League Series with Kylie Kiser (follow her on LinkedIn, Twitter or her Blog). You can follow the series on the Power Baseball League Series Page and the Power Baseball League YouTube Playlist as they are added.

You can find Kylie’s content at the following:

Blog: https://kyliekiser.com/

LinkedIn:https://www.linkedin.com/in/kylie-kiser/

Twitter:https://twitter.com/KylieKiser

YouTube: https://www.youtube.com/channel/UCt7jIvOwE4mHsr1Tjk1jj3w