Tag: learn

PL-400: Microsoft Power Platform Developer Exam

I’ve been continuing with taking new exams as they come out. Having recently taken the MB-400 exam (see MB-400 Power Apps & Dynamics 365 Developer Exam), I was slightly surprised to see the announcement that it was going to be replaced!

Admittedly, I was also surprised (in a good way) that I passed the MB-400, not being a developer! It’s been quite amusing to tell people that I’m a certified Microsoft Dynamics Developer. It definitely puts a certain look on their faces, which always cracks me up.

Then again, the general approach seems to be to move all of the ‘traditional’ Dynamics 365 exams to the new Power Platform (PL) format. This includes obviously re-doing the exams to be more Power Platform centric, covering the different parts of the platform than just the ‘first party apps’. It’s going to be interesting to see how this landscape extends & matures over time.

The learning path came out in the summer, and is located at https://docs.microsoft.com/en-us/learn/certifications/exams/pl-400. It’s actually quite good. There’s quite a lot that overlaps with the MB-400 exam material, as well as the information that’s recently been covered by Julian Sharp & Joe Griffin.

The official description of the exam is:

Candidates for this exam design, develop, secure, and troubleshoot Power Platform solutions. Candidates implement components of a solution, including application enhancements, custom user experience, system integrations, data conversions, custom process automation, and custom visualizations.

Candidates must have strong applied knowledge of Power Platform services, including in-depth understanding of capabilities, boundaries, and constraints. Candidates should have a basic understanding of DevOps practices for Power Platform.

Candidates should have development experience that includes Power Platform services, JavaScript, JSON, TypeScript, C#, HTML, .NET, Microsoft Azure, Microsoft 365, RESTful web services, ASP.NET, and Microsoft Power BI.

So the PL-400 was announced on the Wednesday of Ignite this year (at least in my timezone). Waking up to hear of the announcement, I went right ahead to book it! Unfortunately, there seemed to be some issues with the Pearson Vue booking system. It took around 12 hours to be sorted out, & I then managed to get it booked Wednesday evening, to take it Thursday.

So, as before, it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else!). It’s also in beta at the moment, which means that things can obviously change.

There were a few glitches during the actual exam. One or two questions with answers that didn’t make sense (eg line 30 does X, but the code sample finished at line 18), and question numbers that seemed to jump back & forth (first time it’s happened to me). I guess that I’ve gotten used to at least ONE glitch happening somewhere, so this was par for the course.

I’ve tried to group things as best together as I feel (in my recollection), to make it easier to revise.

  • Model Apps.
    • Charts. How they work, what drives them, what they need in order to actually work, configuring them
    • Visualisation components for forms. What they are, examples of them, what each one does, when to use each one
    • Custom ribbon buttons. What these are, different tools able to be used to create/set them up, troubleshooting them
    • Entity alternate keys. What these are, when they should be used, how to set them up & configure them
    • Business Process Flows. What these are, how they can be used across different scenarios, limitations of them
    • Business Rules. What these are, how they can be used across different scenarios, limitations of them
  • Canvas apps
    • Different code types, expressions, how to use them & when to use them
    • Network connectivity, & how to handle this correctly within the app for data capture (this was an interesting one, which I’ve actually been looking at for a client project!)
    • Power Apps solution checker. How to run it, how to handle issues identified in it
  • Power Automates
    • Connectors – what these are, how to use them, security around them, querying/returning results in the correct way
    • Triggers. What is a trigger, how do they work, when to use/not use them
    • Actions. What these are, how they can be used, examples of them
    • Conditions. What these are, how to use them, types of conditions/expressions/data
    • Timeouts. How to use them, when to use them, how to configure
  • Power Virtual Agents. How to set them up, how to configure them, how to deploy them, how to connect them to other systems
  • Power App Portals. Different types, how to set them up, how to configure them, how they can work with underlying data & users
  • Solutions
    • Managed, unmanaged, differences between them, how to use each one.
    • Deploying solutions. Different methods that can be used to do it, best practise for each, when to use each one
    • Package Deployer & how to use it correctly
  • Security.
    • All of the different security types within Dynamics 365/Power Platform. Roles/Teams/Environment/Field level. How to set up, configure, use in the right way.
    • Hierarchy security
    • Wider platform security. How to use Azure Active Directory for authentication methods, what to know around this, how to set it up correctly to interact with CDS/Dynamics 365
    • What authentication methods are allowed, when/how they can be used, how to configure them
  • ‘Development type stuff’
    • API’s. The different API’s that can be used, methods that are valid with each one, the Organisation service
    • Discovery URL’s. What these are, which ones are able to be used, how they’d be used/queried
    • Plugins. How to set up, how to register, how to deploy. Steps needed for each
    • Plugin debugging/troubleshooting. Synchronous vs asynchronous
    • Component types. Actions/conditions/expressions/data operations. What these are, when each is used
    • Custom ribbon buttons. What these are, different tools able to be used to create/set them up, troubleshooting them
    • Javascript web resources. How to use these correctly, how to set them up on entities/forms/fields
    • Powerapps Component Framework (PCF). What these are, how to develop them, how to use them in the right way
  • System Design
    • Entity relationship types. What they are, what each one does, how they work, when to use them appropriately. Tools that can be used to display them for system design purposes
    • Storage considerations across different types, including CDS & Azure options
  • Azure items
    • Azure Consumption API. How to monitor, how to handle, how to change/update
    • Azure Event Grid. What it is, the different ways in which it can be used, when each source should be used
  • Dynamics 365 for Finance. Native functionality included in it

The biggest surprise that I had really when thinking back to things was the inclusion of Dynamics 365 for Finance in it. Generally the world is split into ‘front of house’ (being Dynamics 365/Power Platform), and ‘back of house’ (Dynamics 365 for Finance & Supply Chain Management). The two don’t really overlap, though they’re supposed to be coming more together over time. Being that this is going to happen, I guess it’s only natural that exam questions around each other will come up!

Overall it was quite a good exam. Some of the more ‘code-style’ questions were somewhat out of my comfort zone, and I’ll freely admit to guessing some of the answers around them! Time will tell, as they say, to see how I’ve done in it.

I hope that this is helpful for anyone who’s thinking of taking it – good luck, and please do drop a comment below to let me know how you found it!

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Good news for Power Automate Flows!

As a starter for 10, this wasn’t actually the blog post that I was going to write today. In fact, the subject of the post wasn’t even going to be about Power Automate! However, there was some really amazing news that dropped today from Microsoft, which I just couldn’t pass up being able to talk about.

You’ve guessed it – it’s about Power Automate! Well, I suppose that the post title was somewhat of a giveaway, wasn’t it…ah well. So let’s go ahead and find out what this is all about then!

To date, we’ve been able to put Power Automate flows into a solution. Well, it wasn’t there exactly at the beginning of things, but it happened somewhere along the way. This was very convenient, as we didn’t then need to deploy each one individually to different environments. Some solutions can contain dozens & dozens of flows, and we really do love to package them all up together for ease of movement.

So that was good. But there was still a (major) ‘bugbear’ (as I like to refer to them as). This is the fact that after we deploy a Power Automate flow, we then need to go into it & (re)authenticate it. This is due to the fact that the connector/s that it uses contains what is referred to as a ‘secret’, and these can’t be moved across environments. As a result, we need to essentially recreate the ‘secret’ in the connector (ie authentication details) every time we move it. This is an annoyance (if you have one or two flows), and an absolute bloody nightmare if you have lots.

For the technical minded – every action in a flow is bound to a specific instance of a connection that it will use to “execute” that action. This is why when moving flows across environments, users are required to rebind every operation to a connection.

For example, I’ve been working with COVID-19 triage solutions. These contain lots of flows within them, connecting to multiple different sources, and doing different things. Every time we’ve performed a release (even if it’s just a simple update), we’ve needed to manually go through each flow, (re)authenticate them, and turn them on. If you forgot one, then everything can come crashing down & not work! But there’s been no other way to do it. To represent this visually, we have the following diagram

For each & every Power Automate, the connection line gets ‘broken’ when it’s deployed, and needs to be re-made.

Until now, that is. For today, Microsoft has announced the Public Preview for ‘Connection References’. Now when something is put into Preview, I usually caveat the usage of it with saying things like ‘it might go away, or not be released for a while’. But I’m going to be quietly confident about this particular piece of functionality, as I really don’t think it’s going to be pulled!

So what exactly are these? Well, in (mostly) simple terms, Connection References provide an ‘in-between’ or ‘abstraction’ layer for the connections that use them. Let’s show this visually as well

We still need to re-authenticate the Connection Reference once we deploy things. But let’s now see how we can save ourselves a massive headache, and LOTS of time:

Oooo…now this is looking better. Instead of having to update three Power Automate flows, we only have to update the SINGLE Connection Reference that’s sitting in the middle. Now multiple that by however many flows you have (eg sending emails out, etc), and start calculating how much time you’ll now be able to spend on coffee breaks, rather than doing this manually one at a time…

We can create Connection References directly from within the solution:

We then give it a name & description, choose which connector we’re going to be using, and either select an existing connection or set a new one up:

Once we’re finished, we click ‘Create’ at the bottom. Voila – we can now see it within our solution!

Note: Interestingly enough I couldn’t actually see this within the solution after I created it, even with the component selector set to show ‘All’. How I actually got them to display was changing the component selector to ‘Connection Reference’, and they then showed up. I’m thinking that this is due to it being new today/in the process of rolling out, and am expecting it to display without any issues in the near future

Let’s take a look at a Power Automate flow itself now to see how it’s referenced. When we open an item with a connector, we can now see the following:

We’re able to select the Connection Reference that we’re wanting to use. Simple, yet so powerful.

When importing a solution containing a Connection Reference, we will be prompted during the import process to set the actual connection that should be used with it:

If you don’t have any connections set up already in the environment, you’ll be able to create a new one from the dropdown.

Some things to note around this:

  • During the preview phase, Microsoft has specified that a single Connection Reference can only be used by up to 16 flows. This limitation will be removed once it goes GA
  • Existing flows will not be automatically upgraded. What you can do though is export the unmanaged solution, re-import it to the same environment, and then they will be automatically created for you. The flow/s can then be edited to update them to the correct connection reference record
  • The connection name and connection reference name are not currently synchronised. They can be different. Therefore it’s best to keep the naming conventions the same. Don’t set different names for connections and their associated connection references.

In summary – this is an awesome step forward with Power Automate functionality. I’m already tasking some of the developers on the team to re-do existing solutions to use it for ease of use. How do you think it’ll best benefit you? Drop a comment below!

Omnichannel & Operating Hours

I’ve recently been spending time looking at, and talking about, how we can handle company hours within Omnichannel. This has covered both how to use them within chat (Handling Company Hours) as well as being able to change the chat widget functionality (Handling ‘Out of Hours’).

Imaging my surprise therefore when someone asked me ‘how do we go setting them up properly?’. When I originally looked at how to use them within chat, I used the Quick Create functionality. I had meant to come back to looking at it in more detail, but that somehow fell by the wayside. So, I’m now going to make up for it!

As a quick recap – Operating Hours are what we set to show when the company is ‘open’ (or for our purposes, active). This doesn’t need to reflect the actual store hours that might exist – customer support could well start before/end after the normal store times. It’s also the case that we usually can’t just set blanket times – we’ll need to handle holidays, seasonal occasions, etc. This is where Operating Hours really comes into its own.

So to start off, it’s simple to enter operating hours. Really simple. We go to the navigation area, select, it, and click ‘New’:

We’ll create a new record, and click Save:

Once we do that, the magic starts to happen – we get to see the ‘Working Hours’ tab. Clicking on it will give us the following screen (which I can only describe as absolutely amazing!):

I don’t know about you, but I’m loving being able to see the hours for each day in a calendar-style view. It’s so much easier than needing to scroll down a list of records, trying to find a specific date. It’s also much simpler for the eye to follow/see.

At the top, we can navigate between dates, change the view to switch between a specific day, week or month, and enter new information:

There are two options for inputting new settings here:

  • Working Hours
  • Holiday

For working hours, we can input the times, whether it repeats or not, and whether it’s a full day event or not:

We can also edit an existing Working Hours entry simply by clicking on it to change it. When we do this, we get the option as to whether to modify the single item that we’ve selected, or the entire series:

It’s important to note that we’re not limited to entering just a single range per day. We can enter multiple records for a single date, or a date range, to fit what we’re actually trying to do.

For Holidays, we don’t need as many options. We assume that by setting holiday, the company is closed. We’re therefore prompted just for a date (range) to then set this:

So what we then do is build up our calendar. This will result in (hopefully!) a full overview of our company, that we can then use.

What’s important to remember is that we could have different dimensions to our company though. We may allow Sales to be open 20 hours, but Customer Service to be open only for 12 hours.

We’d therefore create multiple Operating Hour entries for each requirement, and point each channel towards to the applicable record. If we only have a single scenario that we need to handle, we can point multiple channels towards the same operating hours record – that’s not a problem at all.

So with this, we can really tweak operating hours as we need to, for each possible usage. It’s really powerful, so easy to set up, and gives us full control over things.

Have you ever struggled with something like this? How did you overcome it? Drop a comment below – I’d love to hear!

Handling ‘Out of Hours’

Let’s face it – we can be quite spoiled at times. As a customer, we can sometimes expect that companies be available 24/7 to service our requests, needs, issues, etc. That would be wonderful, wouldn’t it! Imagine that you have a mobile phone issue at 2am – you could call up your provider, and have it handled (or a new handset sent out) immediately. That would be quite nice!

Unfortunately the real world doesn’t (always) quite work like that. Of course there are companies that operate on a multi-national or even global scale, and there’s always customer service available (Amazon – I’m thinking of you right now!).

Previously I’ve gone into how we can set operating hours for a company, so that the ability to contact a customer support agent is only shown during these times. Take a look at Handling Company Hours for a refresher on this.

But sometimes not showing the ability to contact support could potentially be counter-productive. Customers may think that our website isn’t working properly, and possibly attempt to try to reach us through other means. This could quite well frustrate them.

Due to this, we have a nice little piece of functionality that’s now come out in Omnichannel. It’s small, simple, but yet quite brilliant in my humble opinion. This is the ability to have a chat widget available, but let customers know that that it’s currently out of company hours.

To activate this, we need to open the Chat record in the Omnichannel Administration Hub, and go to the Design tab:

Quite helpfully, the section is labelled ‘Offline’! How much better could we get.

We do need to understand that (at the time of writing this post) it’s currently in Preview, with all of the usual caveats around how that works.

We have several items available here:

  • Show widget during offline hours. This is what actually activates the setting – leaving this to false won’t do anything for us!
  • Theme colour. This allows us to set the specific theme to be used during ‘offline’ hours. It’s actually really helpful, as it serves/gives a very visual aspect to the customer to display that it’s out of hours
  • Title. The title of the chat widget, which will be displayed to the user
  • Subtitle. This allows us to place a subtitle as well, for the user to be able to see

So what does this then look like? Well, let’s take a look:

Personally I think that being able to set a theme colour for offline access gives it that little edge. Customers will become aware of this (subconsciously) when visiting the website, and come to the point of not even trying to start a chat when they see that it’s out of hours.

One MAJOR thing to bear in mind. We’re only going to be given the option to set this when we have a value set for Operating Hours. Without this being set, we won’t be shown this option. Go try it for yourself and see!

There’s not really much else to this, to be honest. But I’m liking it. I know that from a personal perspective I’ve been on various websites, and have no idea if the support chat is actually working or not. With this in place, I’m able to see that it is available for use at the correct time, and not have to wonder about it.

Have you ever thought about implementing something like this? Have you actually done so? I’d be really interested to hear from you about how you went about it – please drop a comment below!

Reconnecting to previous chat session

We’ve all been there. We’re in the middle of a chat session with a support agent, or talking to a salesperson, etc. Suddenly things go wrong – our browser hangs, the internet loses connection, or something else…

Alternatively, I do know of situations where kids have pulled out the internet cables during ‘playtime’ – it really does happen!

Immediately we’re frustrated. Not only have we not finished what we were trying to achieve, but we’re going to need to start all over again. Perhaps the agent took notes & logged them against our contact record, but the likelihood is that it hasn’t happened. It’s going to take time to get through to an agent again, then we have to explain the whole situation from the absolute beginning. It’s heartrending, and can cause our day to absolutely go down the tubes!

Well, what if we could just re-connect to the chat session with all our data saved? Better still, what if we could go back and continue chatting with the specific agent that we had been communicating with? Sounds amazing, but wishful, right?

Well, we now have this ability within Omnichannel, to be able to enable our customers even further. There are even two ways in which we can offer this:

  • Reconnecting with a link (URL). If the agent is concerned that the chat session may be interrupted, they can provide a URL at the start of the session. If the customer becomes disconnected from the session for whatever reason, they can click the link, and it’ll take them right back to it. This works for both authenticated & unauthenticated users
  • Reconnecting through a prompt. For authenticated chat users, if the session drops they can be presented with a prompt. This will allow them to choose whether to connect to the previous session, or start a new session.

Let’s take a look at it, and how it works.

In the Omnichannel Administration Centre, we need to go to the specific Chat record that we’re wanting to set this up for. We open the record, and are now presented with the following (we do need to scroll down the screen a bit):

Note that this is in Preview currently, so just be a bit careful with it!

There are several options available. We don’t need to use each one, but let’s understand what each one does:

  • Turn on reconnect to previous chat. This is the option to enable if we’re wanting to offer this. Without it set, it’s not going to work!
  • Reconnect time limit. How long we’ll offer the option to the customer to reconnect for. See the note below around this
  • Reconnect to previous agent for. How long we’ll allow the customer to connect back to the same agent. This needs to be equal or less to the ‘Reconnect Time Limit’ value that we’ve set. During this period of time, the agent’s capacity is blocked, unless the agent uses the ‘Close’ button on their interface to end the conversation (which then releases the agents availability)
  • Portal URL. As mentioned higher up, the agent can provide a URL for the customer to auto-reconnect if the session drops. This value is the URL that the chat widget is deployed to
  • Redirection URL. If the connection drops, and the re-connection timeout occurs, we can redirect the customer to a specific web-page. If this isn’t set, the customer will see the option to start a new chat conversation

Note: The ‘Reconnect Time Limit’ value is auto-set by the system to the value specified in the work-stream that’s associated with the chat widget. It’s not possible to manually change this in the chat widget itself. Instead, the work-stream ‘Auto-close after inactivity’ value would need to be changed. This is shown below:

Note: It’s also important that the customer hasn’t closed THEIR chat window! All of this relies on the customer chat still being there. If the customer has closed their window/browser, they won’t be offered this option.

Have you ever needed to offer customer capability along these lines? How did you go about it? Drop a comment below – I’d love to hear!

Dynamics 365 Admin Centre for Omnichannel

I’ll freely admit that the title for this post is a bit of a mouthful! I’ll also admit that I used the British spelling of ‘centre’, rather than what it actually is. You’ll have to excuse my grammar 😉

This post is about something that we all knew was coming. The old Admin Centre is no longer – and we shall miss it! It was inevitable that it would be moved over to the new Power Platform interface, as so many other things have already. Therefore I thought it would be good to do a quick article about where it is now, how to access it, etc.

After all, it is vitally important when needing to carry out the initial configuration for Omnichannel, or to check for upgrades to the Omnichannel installed solution!

Let us, however, cast our mind back to the very familiar layout shown below. We’ve spent so many years here that it seems quite sudden. But though you may be gone, you will not be forgotten!

Manage Omnichannel application

Right – now onto the new version of it! So this actually took me a few minutes of digging around as to how to find it & get to it.

The first thing I tried was looking in the environment settings, but alas, I didn’t find it there. So I continued digging around.

Wishing you spare you the exact itinerary of everywhere that I looked into, I’ve decided just to show you it! I can hear the sighs of relief at this point…

What we need to do is navigate to the Power Platform Admin Centre, at https://admin.powerplatform.microsoft.com/. Once there, we expand Resources on the left hand side, and select ‘Dynamics 365 apps’. Note that you do NOT have to select a specific environment first to be able to do this./

Now we can see a list of all apps installed. Nicely we’re able to scroll, which we couldn’t do in the old interface! That’s actually really helpful, and avoids needing to navigate to a different page. If we scroll down, we can see the entry for Omnichannel:

Click on ‘Manage’, and we get the following lovely popup:

Click OK to this, and we get taken to the (familiar) interface for configuring the initial items for Omnichannel:

Here we can go about the usual items, such as checking each environment to see if there are any updates available, or configure the main channels.

Nicely, Microsoft has actually updated (some of) their documentation, which is obviously very good. I’m now going to have to go and check through previous articles of mine, and update as necessary!

Lookup fields & Power Automate

This is an interesting post, for several reasons. Firstly, it’s the first one in 3 weeks – I was off on holiday, and decided to take an (almost) absolute break from all things digital, which included this blog. It was actually quite refreshing, though now coming back & starting to write again does seem a bit daunting, I’ll admit!

Thankfully, whilst wondering what exactly to start with, a scenario came up that I was working on. It seemed quite simple at first, but then actually got someone complicated. I therefore thought it would be helpful to others if I wrote about it, so here it is.

The scenario was as follows. We had records being auto-created in the system, and needed to create child records for them. This, as I’m sure you’ll agree, is really quite simple to do with Power Automate. We also needed to set lookup values on the child record, that were already populated on the parent record (for reference purposes).

So for example, the parent record has a lookup to Country (being a separate entity), and the child record also has a lookup to Country. These need to be the same.

Being both lookup fields, I figured that I’d be able to take the value from the parent record, and simply plop it into the corresponding field on the child record in Power Automate:

So I did that – and immediately hit an error. Not just any error, but the fabled ‘Resource not found for the segment’ error!

Obviously, I did what anyone would do at first – I put it into Google & Twitter, and took a look at what came up.

The ‘problem’ was coming from using the ‘CDS Current Environment’ connector, which is the latest version available (the old one is no longer available to use). It’s really great for a lot of things, but unfortunately not so great in a few areas. See, in the old CDS Connector, you could just drop the lookup field value into the field you were wanting to populate. Power Automate had no issues with that, & it would run just fine.

However in the ‘new’ CDS Connector, you can’t just do that. Instead, you need to use an OData reference (which I haven’t done much of before, to tell the truth). So based on the blogs I had come across, I went to work to try to get this working.

Part of the challenge was that there didn’t seem to be a unified consensus in how to do it. I came across the following variations:

  • /entityname(Lookup Field Value)
  • /entityname/(Lookup Field Value)
  • /pluralentityname(Lookup Field Value)
  • /pluralentityname/(Lookup Field Value)

Somewhat confusing, as I’m sure you’d agree. Nevertheless, I ploughed through all of the different possibilities. But nothing was working – every single time, I still got the ‘segment not found’ error message. This, as you can image, was extremely frustrating!

Thankfully, one of my good friends was around & able to help out. Namely, Tricia Sinclair came to the rescue!

We took a look at the code I was using, and she took a look at some of her own use cases (where it had worked for her). I was starting to think down the path of needing a capital letter in the entity name (some systems can be REALLY finicky around things like that), but thankfully it wasn’t.

Instead, it was the following. See, this was a custom entity. It turns out that for a custom entity (& heck, for all I know system entities as well) the syntax needed is ‘publisherprefix_pluralentityname(lookupfieldvalue)’. Now that’s not something that I had come across ANYWHERE at all!

Looking at it, I guess it makes sense. After all it would technically be possible to have multiple entities with the same name, though with different publishers. As a result, the system needs to know WHICH exact entity is being needed for the Power Automate, so uses this. Somewhat complicated (and hey – it worked without all of this in the OLD CDS Connector), but we got it to work!

Testing it out, everything worked smoothly. The Power Automates fired off without any issues, the data got created & populated, and everyone was happy.

So there you go. Another interesting little twist in syntax needed, which hopefully will NOT change in the (near) future!

Have you come across anything like this? I’d love to hear – drop a comment below around it!

Omnichannel & Knowledge Articles

One of the most useful features that Dynamics 365 has to offer (in my opinion) is the ‘Knowledge Base’ feature. The purpose that this serves is multi-faceted. It can act as a repository for internal information, serve as a FAQ store, or even be used to publish information externally.

The amount of knowledge held within any organisation can be quite staggering at times. Think back to when you’ve been trying to get an answer to an obscure question, and only Bob in Repairs knows about it. Trying to track down that answer can be quite time-intensive at times (you need to find out who to ask, where they are, etc). In the modern digitally-connected world, we have better forms of communications available. However even with those, we’re still challenged at times.

Enter the Knowledge Base. Here people can enter information that can then be searched on. It could be a simple one-line explanation, or an in-depth instruction as to how to do something very technical.

It’s also a really useful place to hold business processes in. This can come in really helpful when rare situations occur, so that customer service agents can refer to them to find out exactly what to do.

There’s already a massive amount of information (if you’ll pardon the pun!) out there around the Knowledge Base, so I’m not going to go into deep detail here around it.

However, what I DO want to talk about is the ability to use Knowledge Base within Omnichannel!

See, customer service agents are the ‘first line’ of support that customers will deal with. Admittedly they’re also the 2nd, 3rd etc (until it may get to a very technical/specific question). The types of queries that they may need to handle can be astonishing at time! Being able to refer to information ‘at their fingertips’ is therefore vital, & key in driving efficiency. This then in turn leads to higher customer satisfaction, with queries being resolved quickly & easily.

So with all of that said, let’s take a look to see how this is used within Omnichannel. Essentially, there’s a Knowledge Base tab that can be opened for the customer service agent to access:

This opens automatically when a new customer sessions starts, and is then available for the customer service agent to click into.

Note: The behaviour to open it automatically is driven from the Session Template that’s set up for the communication stream. If it’s not set up in here, it won’t automatically launch. See the screenshot below for how this is set up, and refer to Omnichannel & Application Tabs for more information around this:

Alternatively, the agent can launch this directly from the chat itself, by clicking the ellipse icon, and then selecting it from the menu:

This will then put the agent directly within the Knowledge Article search tab. When this opens, it’s blank! Don’t worry about this however – it’s only blank, as there haven’t been any searches carried out yet! When the user starts to search, it’ll then return results into the pane:

If the user wants to open the article in a new window, all they need to do is click the little ‘pop open’ icon on the article summary, which will then launch a new window with it in it. This can be helpful if the agent is needing to have several different articles open at once:

If your company has configured an external portal for sharing Knowledge Articles with the public, it’s also possible to send a link for a specific article to the customer. To do this, either click the arrow button on the article, to click the Send URL button on the menu bar:

Now, the general layout used for Knowledge Articles will be familiar to anyone who has used the same ability within Cases in Dynamics 365. However for people who are used to working directly within Knowledge Articles, it will look slightly different. There’s no ability to add a new article or edit an existing one, publish, etc.

The reason for this is that within Omnichannel itself, the functionality interface is being surfaced as a web resource. There’s no need to worry though, as users can open the familiar Knowledge Article interface as well directly from within Omnichannel. To do this, the customer service agent should click the ‘+’ button on the tab bar, and then select ‘Knowledge Articles’:

Voila! A new tab will open, and the traditional Knowledge Article experience will load. All of the expected functionality is present, and users are able to do anything that they may need to inside of here.

So in summary, this is a continuation of the empowerment of customer service agents. With the knowledge ‘at their fingertips’, they’re able to provide the best possible experience for customers. Not only that, but queries can get answered and/or resolved in less time. Customer satisfaction will (hopefully!) increase as a result of this, with everyone feeling empowered & efficient!

So here’s my question – are you currently using Knowledge Articles (it doesn’t have to be within Omnichannel)? If you are, what benefits do you see that it brings to your company? If you’re not, what could help you to adopt them? I’d love to hear – drop a comment below!

Omnichannel Agent Presence

One of the main parts of any system is to see who’s available to handle customer service queries. This is, of course, vitally important for any company – you wouldn’t want to overload an already busy agent!

In the case of Omnichannel, the system uses something called ‘Presence’ to show this. When users are set up, they have a default presence set against them. These govern system behaviour, along with having a nice friendly icon that helps from a visual perspective. Omnichannel has the following default options available:

These are available for supervisors to see from their dashboards, so that they can see the status of all agents at a single glance.

It’s also used by the system for auto-routing conversations. For example, if the agent status is ‘Busy’, then they won’t have new conversations routed to them. Similarly, if they’re set as ‘Away’ or ‘Offline’, they also won’t get conversations sent through to them (admittedly supervisors can override this, and assign specific conversations to agents who have one of these set).

Agents are able to change their own presence by clicking on the toolbar, and selecting the one that they wish to set:

But what happens if you want to have some custom statuses? Off the top of my head, I can think of at least half a dozen clients that would want more granularity around this.

Well, thankfully we’re in luck. Omnichannel supports the option for a ‘Custom Presence’!. They do need to be set up through the Omnichannel Administration Hub. To do this, go to ‘Custom Presence’ on the left side & select it. We can see that the default system entries are there.

Before going any further, I do want to point out that we should NOT deactivate or delete the standard Presence entries. It’s possible to do, but it’s going to create MAJOR issues in your system. So please, don’t!

Right – back to things. To create a custom presence, we click the ‘New’ button on the menu bar. We get the following window:

The 4 fields shown are as follows:

  • Name. The name of the record
  • Presence Text. The wording that the agent sees when they’re picking their status
  • Base Status. The default system status that this new status will be based on. This is important, as it will drive the icon used
  • Description. A ‘friendly’ description of what the presence/status is about. This is useful to keep track of things

Once we’ve saved the record, it’s then immediately available for agents to select! The only thing that agents need to do is refresh their browser tab. This makes a nice change from the usual ’15 minute wait’ for data to update within Omnichannel :).

So let’s go ahead and see what this then looks like. I’ve chosen a very familiar item (for most people):

When I’ve selected this new custom status, we can then see that the icon in the Ribbon Bar changes as well, to the icon for the base status that we used:

So in short, this is quite a nice little piece of functionality. Nothing too fancy or complicated to setup, but will allow companies to further segment their agents & understand what they’re up to.

Something else that we’re able to use this for is the agent ‘Default Presence’, which is set on the User record. Once we have custom presence records in place, it’s possible to select these there:

So apart from having agents segmented by Teams & Queues, we can now also use these. Some very interesting scenarios pop into mind!

So, how do you think you’d apply this in your own environment? Drop a comment below – I’d love to hear!

PL-100: Microsoft Power Platform App Maker Exam

As many people are aware, Microsoft is changing the certification landscape somewhat. With the emergence of the Power Platform, there’s a need to test skills other than the traditional Dynamics 365 ones.

To this end, a new series (the PL-XXX) has been created. The first (main) one of these exams is the PL-100, which is the entry level exam.

You can take a look at the exam requirements & learning paths by going to https://docs.microsoft.com/en-us/learn/certifications/exams/pl-100.

Now, when I say ‘entry level’, I’m not referring to basics. This isn’t a Fundamentals exam – for that, you’ll be wanting to take a look at the PL-900 exam (which came out a while ago). To put it into perspective, the PL-200 (which is aimed to launch in September 2020) will replace the MB-200 exam!

So, the exam went live (in Beta) just over a week ago (July 17th). I’ve been waiting for this for a while, as I’ve really been wanting to see how the new exams are structured. Taking it in Beta means I’m going to have to wait (a little while) for my results to come through, but it gives me the opportunity to see the new landscape upfront.

I booked it as soon as it was available, for Wednesday July 22nd. Nicely (as mentioned above), there were already learning paths in place, so I eagerly went through them (again) in preparation. I was feeling pretty much quite prepared, but then….

See, I had signed up to attend the Power Platform Virtual Happy Hour (PPPVHH) on the same day as I had booked the exam for. Incidentally, if you haven’t come across this before, take a look. It’s hosted every month, and has some AMAZING speakers. Clarissa Gillingham presented on the ‘Infinity Form’, and it was a joy to behold. But I’m digressing.

After the event had finished, some of us remained chatting in the virtual room. Amongst them was none other than Chris Huntingford, who we all love and adore!. I mentioned that I had to sign off soon to get ready for the exam. No sooner had I mentioned this than Chris said to me something along the lines of ‘BRO….WATCH OUT!! It’s REALLY HARD!!’.

I might mention here that I have a slight (friendly) rivalry with Chris, in seeing who can take newly released exams first. I had figured that he’d be so busy with everything going on that I’d get this one before he did. Little did I know that he had ALREADY taken it.

Here I was, about to go sit down for the exam, and he got me TOTALLY freaked out. I’m not sure how much of it he did on purpose, but I’m sure that when I get him into a corner, I’ll find out…one day!

Anyhow – I sat the exam, took most of the time available (pretty sure I hit the 2 hour mark), and found it quite good overall. One or two things that seemed to be totally random/in the wrong place, but otherwise it was fine. Definitely much better that the MB-600 (MB-600 Solution Architect Exam), and I felt much more comfortable than I did with the MB-400 (MB-400 Power Apps & Dynamics 365 Developer Exam).

It really is very cleared aimed at app developers (both model & canvas), as well as other Power Platform skills. According to the exam description:

The app maker builds solutions to simplify, automate, and transform tasks and processes for themselves and their team where they have deep expertise in the solution domain. They are skilled in key technical business analyst tasks such as data modeling, basic UX design, requirements analysis, process analysis, etc.

The app maker creates and enforces business processes, structures digital collection of information, improves efficiency of repeatable tasks, and automates business processes.

The app maker uses the maker tools of Power Platform to solve business problems. They may have experience with Visual Basic for Applications, Excel pivot tables, Teams, and other tools. They should have a basic understanding of data models, user interface, and processes. The app maker is aware of the capabilities and limitations of available tools and understands how to apply them.

The app maker is self-directed, and solution focused. They may not have formal IT training but are comfortable using technology to solve business problems with a personal growth mindset. They understand the operational need and have a vision of the desired outcome. They approach problems with phased and iterative strategies.

So, as before, it’s not permitted to share any of the exam questions. This is in the rules/acceptance for taking the exam. I’ve therefore put an overview of the sorts of questions that came up during my exam. (Note: exams are composed from question banks, so there could be many things that weren’t included in my exam, but could be included for someone else!).

  • Canvas App Test Studio. What it does, how to carry out tests in it, how to set up Test Suites, etc
  • Developing Power Automate Flows. Different types of connectors, different types of steps/actions. How to deploy properly between environments using solutions
  • Field Level Security. What it is, what it does, what it can/can’t be used for
  • Canvas Apps:
    • Publishing rights
    • Access rights
    • Versioning
    • Editing vs using
    • Sharing & security
    • Saving changes, & deploying them to users
    • Collections. What they are, what they do, how they work
    • Galleries. What they are, what they can do, how to configure them in different way
    • Navigation around screens. How to set this up, how to pass information from one screen to the next
    • New vs Display vs Edit forms. What each one is, how each one is used
    • Charts. Which ones are available, how they’re configured
    • Using AI features, such as text/data recognition. What’s able to be used, how are they configured, what the benefits of each are
    • Versioning. How to handle this, what the benefits are
    • Accessibility for less-abled users. What options are available to facilitate this, how are they configured
  • Data Security. Different types of security available (roles/teams/access teams/business units) etc. Configuring security roles with different levels of permissions
  • Power BI Security. Showing/hiding information for specific users/teams, and how to configure this
  • Solution publishers. How these are set up, what you can modify after they’ve been set, considerations between default & other solutions
  • Business Logic. Differences between Business Process Flows, Business Rules & Power Automate. What each one can/can’t do, and is best suited for
  • Creating environments. Where to do this, how to do this, what steps are needed
  • Connecting to data sources. Different types of data connections, what each one is suited for
  • Model Apps:
    • Forms & Views. What these are, how to set up & configure them
    • Navigation, Sitemap etc.
  • Business Rules. How they work, what the different levels of scope are, how they affect functionality
  • Automation. Workflows vs Power Automate Flows. The different types (eg On Demand, Instant, Scheduled)
  • Arrays. What they are, what they do, how they work
  • DLP (Data Loss Prevention). How this works, how to set it up, different options available
  • Data field types. What each one is, how each one is used & able to be configured
  • Calculated/Rollup vs Autonumber. What each is, when to use each one

That’s quite a lot of stuff, with an emphasis on canvas app functionality & solutions. It definitely is important to ensure that you’re really on top of these. Thankfully not too much mention of Power BI (at least not in my exam), and for that I’m quite grateful!

I do have to say that in one respect, I found something quite amusing. See, on the same day as I took the exam, Microsoft Ignite was taking place. One of the major announcements was the ‘rename/rebrand’ of CDS to Dateflex (Pro). I therefore kept laughing when questions would refer to CDS again & again! Obviously I’m expecting this to change in the exam (at some point?).

In summary, I think that this is a good start for the new range of exams, and look forward to the other ones in the series coming out!

Have you taken this? What was your experience like? Drop a comment below – I’d love to hear!