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Embarking on your Power Apps journey can be both exciting and a bit daunting. But worry not, as we have compiled a set of tips to help you navigate through the initial stages with ease. Let's dive in! Forms are Your Friend When you are first starting out with Power Apps, the key is getting results. Don’t focus on crazy scenarios or complexity; just focus on getting and working with data. To that end, the Forms control is your friend. There are really cool things you will evolve to use in Power Apps, like the Patch function and independent controls. Add a form, pick your data source, decide which fields you want to work with, and add a button to SubmitForm; just like that, you are in business. This approach allows you to quickly start working with data without getting bogged down with the complexities that can come later as you become more comfortable with Power Apps. Flow: The Double-Edged Sword As you delve deeper, you will encounter Flow, a tool that can be both a friend and a foe. While it offers a range of functionalities, it is crucial to use it judiciously. You might find tutorials encouraging you to integrate Flow for tasks as simple as sending an email, but pause and consider if it is necessary. Power Apps itself offers functionalities to perform such tasks efficiently, keeping your app environment simple and streamlined. Renaming Controls for Efficiency In your Power Apps environment, you will work with a variety of controls. A handy tip to keep your workspace organized is to rename the controls that you reference elsewhere. This not only makes your formulas more intuitive but also facilitates a smoother Power Apps experience. So, as you work through your app, take a moment to rename those essential controls to something more descriptive, saving you time in the long run. Labels: The Unsung Heroes in Troubleshooting Labels are a powerful tool in your Power Apps toolkit, especially when it comes to troubleshooting. They allow you to visualize variables, controls, and outputs, helping you to understand what is happening in your app at any given moment. For instance, if you are working with variables, using labels can help you to quickly identify what value a variable holds at a particular stage in your app. This can be a lifesaver when you are trying to debug an issue, helping you to quickly identify and resolve problems. Moreover, labels can also be used to leave yourself notes and hints, helping you to remember why you implemented a particular piece of code in a certain way. So, don't overlook the humble label; it might just be your best friend when it comes to troubleshooting your Power Apps. App Checker: Your First Line of Defense Against Errors In the top right corner of your Power Apps studio, you'll find the App Checker, a tool that should never showcase a red dot. This red dot indicates errors in your app, and it's a signal to stop and address the issues immediately. Addressing errors as soon as they appear helps in maintaining the health of your app, preventing small issues from snowballing into larger, more complex problems. Make it a habit to regularly check the App Checker and ensure that your app is error-free, setting a smooth path for your Power Apps journey. Power Apps Just Wants What It Wants Understanding that "Power Apps just wants what it wants" can be a game-changer in your development process. This fundamental lesson emphasizes that Power Apps doesn't care how you arrive at a solution, as long as you satisfy its requirements. For instance, when setting the font size in a label, Power Apps requires a number. How you derive that number, whether through a simple number input, a mathematical operation, or a function that returns a number, is up to you. The key is to satisfy the requirement of Power Apps, giving you the freedom to find solutions that are both efficient and effective. Conclusion If you are digging these ideas and want to go deeper then checkout this Power Apps Beginner Video . As you step into the vibrant world of Power Apps, keeping these tips in mind will surely steer you in the right direction. Remember, the journey of becoming a pro starts with a single step. Equip yourself with these tips and start your Power Apps journey on the right foot. Happy app building! OR if you get through this and are still feeling stuck. Then scroll down the page and fill out our Contact form. We have everything from 1on1 mentoring and training to full project services to help you out.

Hello Power Apps enthusiasts! In the ever-evolving landscape of Power Apps, we have yet another update to get excited about – the revamped interface for Dataverse tables. In this blog post, we are going to delve deep into the nuances of this update, guided by the insights shared by Shane Young in a recent video tutorial New Dataverse Table Options + Virtual Tables . So, let’s get started! Understanding the New Interface The Power Apps team has rolled out a new interface for Dataverse tables, introducing a range of features and functionalities that promise to enhance your experience. The update brings in a fresh perspective on creating and managing Dataverse tables, offering options to create with Copilot, from blank, using Excel, and even setting up virtual tables – a topic we haven’t explored before. Creating Tables with Copilot One of the standout features is the ability to create tables using words with the help of Copilot. This feature allows you to describe what you want in natural language, and Copilot helps in setting up the table for you. For instance, you can ask it to create a table to track all your Power Platform videos, specifying the columns you want, such as "type of video" with choices like "full length" or "short". The Copilot uses a large language model to understand your request and set up the table accordingly. Utilizing Excel for Table Creation The update also facilitates the creation of tables using Excel files. This feature analyzes your data and sets up defaults based on its understanding. However, it’s essential to review the defaults and make necessary adjustments to column names and types to suit your preferences. Starting with a Blank Table For those who prefer starting from scratch, the option to create a blank table is still available. This feature offers a straightforward approach where you can add columns and define properties as you go. It provides a range of column types to choose from, including the ability to set up lookups and file types. Venturing into Virtual Tables A notable introduction in this update is the concept of virtual tables. These tables are connected to another data source, such as SharePoint or SQL, allowing for a seamless integration of data from these platforms into your Power Apps environment. It essentially creates a Dataverse table that interacts with your chosen data source, facilitating read and write operations as supported by the data source. Advanced Properties and Other Features For users seeking more control over table creation, the update offers a way to set advanced properties, providing a host of options to customize your table to your liking. Moreover, the interface integrates functionalities like importing data from various sources through Power Query and exporting data to Power BI or Excel, enhancing data management capabilities. Conclusion The new interface for Dataverse tables in Power Apps is a significant step towards a more user-friendly and efficient data management experience. Whether you are a newbie or a seasoned pro, this update has something to offer for everyone, making the process of creating and managing Dataverse tables simpler and more intuitive. Remember, the world of Dataverse is vast and continuously evolving. It’s a good practice to keep experimenting with the new features and functionalities to make the most out of what Power Apps has to offer. If you need any help with Dataverse tables, security, environments, or basically anything else Power Platform related then scroll down a bit and fill out our contact form. Someone will be happy to help you. We offer everything from 1-on-1 mentoring to full on Project work with some lovely Power Platform training thrown in for good measure.

Chances are, before arriving at this article, you’ve pondered how automating some of your daily work could free up your time at the office. If that’s the case, you’ve most likely heard about services like Power Automate and Zapier—top contenders in the cloud automation field. But what’s the difference, and which one is most likely to meet your needs?  In one corner, we have the amazing Power Automate, and in the other, we have Zapier. With these two in the ring, let’s see which will throw the knockout punch. Okay, okay, if you’ve read anything we write, you know that pitting one against the other or bashing another product just isn’t our style. Sure, we consult on Power Automate, so we naturally know that tool better, but we are all for you finding the best tool for your problem.  In this article, we’re going to conduct a simple comparison of the two. Let’s dive in. The Common Ground  Let’s start with the similarities between the products:  Purpose : Both tools are designed to automate business processes (workflows) without a lot of code.  Triggers and Actions : To automate with these tools, you follow the principle of what starts the process (Trigger) and then what you want to happen (Action).  Integration with Other Applications : Both tools offer the ability to integrate with many applications (email, CRM, project management). However, the available integrations vary by tool, so be sure to check what applications each tool easily connects to and see if yours are there. Both tools also offer the ability to build custom integrations, but this will increase your costs in both cases.  User-Friendly Interfaces : The way you build your solution with either of these tools is through an easy-to-use, drag-and-drop interface.  Conditional Logic : Both tools work off conditional logic (if/then statements). To get your solution started, begin by mapping out what you need to happen as a series of if/then statements. For example, "If Buddy sits like a good boy and does not bark his head off during my call, then I will give him a treat."  How Are They Different?  If they are so similar, how do you decide? Well, let’s look at why one might be better for you and your organization.  Platform Integration   Power Automate is part of Microsoft, so if your organization is heavily invested in Microsoft, this is the natural choice (we’ll talk more about $$ later). You or your users are likely using many Microsoft applications (Word, Outlook, SharePoint, Dynamics, Azure, etc.), and building solutions with Power Automate is going to be a better fit. Power Automate also has over 1,000 connectors to tools outside of the Microsoft ecosystem.  If you are not using Microsoft, then Zapier might be best. It is a standalone tool rather than being part of a whole ecosystem. Sometimes that’s all you need.  While both tools integrate with many other applications, your first step in choosing a tool should be to look at what applications you need to connect with for your solutions and check each tool for compatibility.  Advanced Stuff   With the pace of change, this section may be outdated a week after this post is published, but we will include some thoughts anyway.  Microsoft Power Automate, along with the integration with the Microsoft Power Platform, offers more advanced features—like RPA (Robotic Process Automation), which automates processes based on user clicks. This is for situations where connectors are not possible, like desktop apps, legacy (old) stuff, etc.  Both tools have AI capabilities; again, it will be a scenario of what is right for you. In both cases, a lot of the “AI” functionality you see is through integrations with other tools, which may increase your cost. Hopefully, in both cases, the ROI will make it a net decrease in cost!  Pricing   And what everyone wants to know, how much does it cost? Look, we’re not going to lie; in both cases, it can get a bit complicated with add-ons depending on how much of the advanced stuff you are trying to do. So, as mentioned earlier, really try to think through the solutions you plan on implementing with the tool and determine if you are going to need any of the add-ons. For this post, we will just focus on the workflow and not all the other stuff.  Most Microsoft 365 plans include some use rights for Power Automate. If you are connecting to other Microsoft tools and using the standard connectors, then check your license to see what is included for Power Automate.  You may already be paying for everything you need! If you look to do the RPA stuff, need premium connectors, or AI credits, then you will move up to an additional subscription.  Zapier has a free plan and then multi-tier subscription plans based on how many Zaps (workflow runs) you need. Like Power Automate, certain connections are premium, and you will have to move from free to use them.  This is a simple look at pricing. Both tools have other features that may make you move from free to paid, so definitely look at the feature comparisons for each tier provided on both company websites. At the end of the day, if you are using Microsoft already, check Power Automate first, you may already be paying for what you need.    Wrap-Up  If you and your team are already using Microsoft Office, it makes sense to start with Power Automate. On the other hand, if your organization is not heavily invested in Microsoft or Power Automate does not have the connection you need, check out Zapier and see if it meets your needs. Clearly, we are big Power Automate fans, but as a secret between us, we even used Zapier for some specific solutions a few years ago before Microsoft added the capability to Power Automate.  Interested in learning more about Power Apps and Power Automate? Then you should check out our Power Apps and Power Automate 201 course. It's a great place to start learning, on your own time, at your own pace! Or maybe you are interested in checking out our other service offerings, you can do that here .

If you are going to build great apps sooner or later, you are going to need to use variables. So, in the blog post I am going to break down for you what variables are, why you need them, and then the 5 different types of Power Apps Variables that exist. If you are more of a visual learner, then you can check out my Power Apps Variables video . What is a Variable and Why are They Important in Power Apps? Understanding Variables A variable in the context of Power Apps is a storage location that temporarily holds data while the app is running. Think of a variable as a labeled container where you can store a piece of information that you might need to reference or manipulate later. This information can be anything from a simple number or text string to more complex data structures like tables or records. Types of Data Stored in Variables Variables can store various types of data, including: Text : Strings of characters, such as names or messages. Numbers : Numerical values for calculations or counters. Booleans : True or false values for conditions. Records : Structured data that can contain multiple fields, like a database row. Tables : Collections of records, similar to a spreadsheet. Temporary Nature of Variables It's important to understand that variables in Power Apps are temporary. They only exist while the app is running. Once the app is closed or the session ends, the data stored in the variables is lost. Therefore, if you need to retain data between sessions, you should consider using a data source like SharePoint, Dataverse, or SQL Server to store your data permanently. Importance of Variables in Power Apps Variables are crucial in Power Apps for several reasons: Data Management : They allow you to store and manage data dynamically. For example, you can store user input in a variable and use it later in your app without having to fetch the data again from a data source. Improving Performance : By using variables to cache data, you can reduce the number of calls to data sources, which can significantly improve the performance of your app. This is especially important in apps that handle large amounts of data or need to operate efficiently on mobile devices. State Management : Variables help in managing the state of your application. For instance, you can use variables to keep track of whether a user is logged in, the current step in a multi-step form, or the visibility of certain UI elements. Conditional Logic : They enable you to implement complex conditional logic. You can use variables to store the results of conditional checks and then use those variables to control the flow of your application, such as showing or hiding elements based on user actions. Simplifying Code : By storing intermediate results in variables, you can simplify your formulas and make your code more readable and maintainable. This is particularly useful in complex calculations or when the same value needs to be used multiple times in different places. Practical Example Consider a scenario where you are building a form that collects user information. As the user fills out the form, you can store each piece of information in a variable. Once the form is completed, you can use these variables to validate the input, display a summary, or submit the data to a database. This not only makes your app more responsive but also allows for a better user experience by minimizing delays and reducing the need for constant data fetching. In summary, variables are a foundational concept in Power Apps that enable you to create dynamic, efficient, and responsive applications. By understanding and utilizing variables effectively, you can enhance the functionality and performance of your apps, making them more powerful and user-friendly. Global Variables: How to Create Them and When to Use Them How to Create Global Variables Global variables are accessible from anywhere within your Power App. They are created using the Set function. Here’s how to create a global variable: Set(VariableName, Value) For example, to create a global variable named VarUserName and set its value to "John Doe", you would use: Set(VarUserName, "John Doe") When to Use Global Variables Global variables are ideal for data that needs to be accessed across multiple screens or throughout the app. They are particularly useful for storing user inputs, application states, or any data that needs to persist while the app is running. However, be mindful that global variables can consume significant memory resources, especially in larger apps. Context Variables: How to Create Them and When to Use Them How to Create Context Variables Context variables are specific to the screen they are created on. They are defined using the UpdateContext function. Here’s how to create a context variable: UpdateContext({VariableName: Value}) For example, to create a context variable named VarPageTitle and set its value to "Home Page", you would use: UpdateContext({VarPageTitle: "Home Page"}) Are you struggling with learning the core concepts of Power Apps and Power Automate? Then check out our training classes! We have Live and On-demand classes no matter what your skill level is. Power Apps Training When to Use Context Variables Context variables are best used for screen-specific data. They are perfect for managing elements like pop-ups, loading spinners, or temporary states that only apply to a single screen. Since context variables are limited to their screen, they help optimize performance by reducing unnecessary data storage. Collections: How to Create Them and When to Use Them How to Create Collections Collections are used to store tables of data. They are created using the Collect or ClearCollect functions. Here’s how to create a collection: Collect(CollectionName, {Field1: Value1, Field2: Value2}) For example, to create a collection named ColContacts with fields for name and phone number, you would use: Collect(ColContacts, {Name: "John Doe", Phone: "123-456-7890"}) When to Use Collections Collections are ideal for managing tabular data within your app. They are useful for scenarios where you need to store and manipulate lists of records, such as contact lists, product inventories, or form submissions. Collections can also be used to cache data from a data source to improve app performance. With Function: How It Is and Isn’t a Variable, How to Create, and Why to Use It How to Create With Function The With function is used to create temporary variables within a specific block of code. It is not a true variable but serves a similar purpose for temporary calculations. Here’s how to use the With function: With({VariableName: Calculation}, Formula) For example, to perform a lookup and use its result in multiple places within a formula: With({UserRecord: Lookup(Users, Name = "John Doe")}, UserRecord.Email & " - " & UserRecord.Phone) Why to Use the With Function The With function is ideal for optimizing code performance by reducing redundant calculations. It is particularly useful in complex formulas where you need to perform the same calculation multiple times. By using With, you can perform the calculation once and reuse the result, making your code more efficient and easier to read. Named Formulas: How to Create Them and Why to Use Them How to Create Named Formulas Named formulas are similar to global variables but are defined in the app's formulas section and are automatically recalculated by Power Apps. Here’s how to create a named formula: NFVariableName = Calculation For example, to create a named formula that holds a static value: NFSport = "Soccer" Why to Use Named Formulas Named formulas are perfect for data that doesn’t change frequently and needs to be calculated once. They are managed by Power Apps, ensuring they are recalculated only when necessary. This makes named formulas efficient for static data or calculations that should remain consistent throughout the app’s lifecycle. However, remember that named formulas cannot be changed dynamically within the app. Conclusion Understanding and effectively using variables in Power Apps is crucial for creating dynamic and efficient applications. By leveraging global variables, context variables, collections, the With function, and named formulas appropriately, you can manage your app's data more effectively and optimize performance. Each type of variable serves a unique purpose, and knowing when and how to use them will significantly enhance your app development process. If you need help with this or any Power Apps concept, then scroll down the page and fill out our Contact form. We can do everything from 30-minute screenshares to fix your problem to full on consulting projects to build everything for you. Just let us know how we can help.

Oh, how times have changed. Microsoft Build for most of my career was this crazy, intense developers conference where they talked about the nerdiest of the nerdy stuff. Business users and even IT administrators wanted nothing to do with it and the conference wanted nothing to do with them. Just something we ignored every year. But not today! Since the rise of our dear Power Platform, low-code and no-code has snuck in more and more to the point it has become a must-watch event each year. And if you look at the announcements coming out of Build, so many of them were either Copilot or Power Platform, not .NET. 😎 So, in case you missed the event, let’s talk about some of the core Power Platform takeaways. Keep in mind most of this stuff is coming, not out today. Power Apps More Copilot features – Comments to code lets you type in a comment and have the Power FX written for you. Explain it uses AI to explain formulas to you. Enable Bing search lets the side panel Copilot get the latest documentation. Ideas evolved to use AI to give you better, more specific suggestions. And Copilot Answers is a new Control to add to your app to get AI results. Video of 4 new Copilot features for Power Apps . New Data Pane – Now you can visualize relationships and create multiple tables when working with your Dataverse tables via Copilot. The new interface is sleek and user-friendly, allowing you to describe your data in plain language and watch it generate complex relationships between tables. Enhanced UI and Features – The updated interface for creating tables is not only visually appealing but also incredibly functional. You can now drag and drop to create relationships and even import Excel spreadsheets directly into your tables. This makes data management within Power Apps a breeze. Coauthoring and Code view – To give some dev focus, they are rolling out the ability for up to 10 people at once to modify the same app. And there is a new code view where you can see and edit the YAML directly. This makes collaboration on large projects much smoother and more efficient. There was also some Dev Ops stuff, but I nodded off during it. 😹 Power Automate AI flows – Tell the AI what your inputs are, and what outcome you want, and it will build a flow to do the work. You stop sweating all the actions and just worry about the end product. This new feature leverages AI to understand the tools and connections available, making flow creation more intuitive and less time-consuming. Multi-modal Desktop flows – When building desktop flows, you will be able to show and tell the recorder what you are doing and how to do it. Then it will create the flow to do the steps. The cool thing is, with context, it can become self-healing because it understood your intent, not just to click at 58, 257 coordinates. Very exciting. Imagine an AI that not only records your actions but understands them well enough to adapt when things change. Automation Center – The new Automation Center provides a comprehensive view of all your automations, giving you insights into performance and helping you manage everything in one place. This is a game-changer for those managing large-scale automations. AI-Driven Troubleshooting – With the new Co-pilot integration in Cloud flows, you can use AI to help understand and fix issues within your flows. This is perfect for beginners who might need help with specific issues but still want the flexibility to customize their automations further. If you want to see a more hands on view of the Power Apps and Power Automate updates, then I do have a video of Power Apps and Power Automate announcements from Build 2024 . Power Pages Copilot Everything – The latest update brings Copilot to every corner of Power Pages. Whether you're building multi-step forms, integrating pro-code features, or embedding Copilot into your site, the AI assistance is there to make your life easier. Copilot even helps with search functionality, providing a smoother user experience. More Security – With the addition of the Security Workspace and a Firewall for Power Pages, your sites are now more secure than ever. This new standard in security ensures your data is protected, giving you peace of mind. Virtual Table Support – Power Pages now supports virtual tables for Salesforce, Oracle, Business Central, and Microsoft Fabric. This allows you to expose and interact with more data sources directly within your site, making your data management more versatile and powerful. Building updates - You will be able to use Power FX directly in Power Pages. Also, new components including Card Gallery, Breadcrumb, and Flex Containers enable you to build better looking and more dynamic sites easily. With these enhancements, Power Pages is setting a new standard in secure, AI-powered capabilities, making it an indispensable tool for modern web development. If learning Power Pages is on your To-Do list, then check out our new Live Power Pages Jumpstart class . July 2024 with two of our Experts Haley and Anthony. It includes everything you need to get started and goes from nothing to a working site, they even explore the pro-code side. Copilot Studio and Dataverse Building Copilots with Agent Capabilities – At Microsoft Build 2024, Copilot Studio introduced powerful new features for creating custom copilots. These copilots can now act as independent agents, triggered by events and automating complex, long-running business processes with minimal human intervention. For example, a copilot can manage IT help desk tasks, handle employee onboarding, and serve as a personal concierge for sales and service, all while maintaining memory and context to personalize interactions. Enhanced security measures and asynchronous orchestration ensure these agents operate smoothly and securely. Copilot Connectors – Introducing Microsoft Copilot connectors, which seamlessly integrate your productivity, analytical, and operational data. This allows users to activate existing business processes effortlessly. These connectors provide semantic search, data syncing, and extensive third-party service integration, supporting complex data types and catering to both low-code and pro-code developers. Enterprise Knowledge Integration – With Copilot Studio, you can now add specific, contextually relevant knowledge sources to your copilots, enhancing the accuracy of their responses. This feature supports a wide range of data types, including those from public websites and Microsoft Dynamics 365. Security Hub – The new Security Hub in Microsoft Power Platform provides administrators with tools to assess and improve their security posture, offering actionable recommendations and centralized security management. Features include vNet for Dataverse plugins, privileged identity management, tenant isolation, and more. These updates aim to boost productivity and security, making the integration of AI and data more efficient and effective. Conclusion Yes, I am just scratching the surface of what came out at Build, but this is already too long. Needless to say, spending a few minutes watching a Build recap or watching a video would be good. Lots of fun stuff coming our way. Build isn’t just for developers anymore, so make sure you plan accordingly. In our AI and low-code worlds, it is about results, not how you build it. If you need help with anything Power Platform, we are here for you. Just scroll down the page and fill out the contact us form. Planning, Break/Fix, Training, all the way to full scale Projects, if it involves Power Platform or Copilot, we have you covered.

By my count that brings us to 10 different Copilot features in Power Apps. 🤯 The existing 6 are: Create a Table and App from Words Create a Table and App from Excel file Copilot Sidebar for helping Makers Copilot for Users to chat over their data Copilot Answers for precanned queries on data Draft with Copilot on multi-line inputs Wowsers, that is a bunch but good news we get more. Let's break them down below but if you like to see more than read then check out my latest video 4 New Power Apps Copilot Features . Copilot Explain it for Power Apps Now to the left of your formula bar you have a Copilot icon. If you click that icon you have the option for Explain it. This will analyze the code in your formula bar and tell you what it does. For Example here is my sample code: Set(varShowLoading, true); ClearCollect(colFiles, ShowColumns(AddColumns(Gallery1.AllItems, base64, With({varDemoFromAttachmentControl: JSON( Image3.Image,JSONFormat.IncludeBinaryData)},Mid(varDemoFromAttachmentControl, Find(",", varDemoFromAttachmentControl)+1, Len(varDemoFromAttachmentControl) - Find(",", varDemoFromAttachmentControl) -1 ))), base64, Name) ); Reset(AttachmentControl); Set(varShowLoading, false); And if I click Explain it, I get: That is super helpful, especially when you are updating an existing app or trying to understand some code you borrowed from a blog or a video. 😁 Good news, there is nothing to learn or configure here. Just click it and enjoy the power of AI. Copilot writing PowerFX for your Power Apps This is my favorite new thing. Have you ever had an idea in your head for a formula you wanted to write but weren't sure how. No problem. Now you can type // and then your request and boom you have a formula suggestion. For example: In this app, I have added 2 Date Picker controls and 1 Label. In the Label I am going to type //subtract datepicker1 from datepicker2 When I stop typing for a moment you will see Generating It will then show me a suggested formula and if I press Tab I have my formula. That is so cool. Think about it, I gave it some solid hints but, it figured it out. I didn't tell it to use Days, it just defaulted to that because that is the most common. Now what if I challenge it more. So now I am going to rename my DatePicker2 to dpForBuddy and I am going to ask for hours. Can it do it? Of course. That one melts my brain. Look at how vague I was and it worked out a solution. Things to keep in mind with this new feature It is slowly rolling out, you may not have it yet but hopefully soon. It is also available for English so far. If you have an older app, then you will need to enable the feature Power FX formula bar It only works on certain PowerFX functions today. Common functions it doesn't work with yet include Set, Collect, and Patch. It does work for Filter and Search. By my observation functions you would put on a button don't seem to work yet, everything else I have tried does. Look at that nested request It does seem to understand inside of Galleries concepts like ThisItem. Look it even knew to add a space in the name. Do you want to learn more about Copilot? Then be sure to check out my upcoming Live Copilot Training Class . A day full of all things Copilot including Bing Copilot, Microsoft 365 Copilot, and all of the fun you can have with Power Platform and AI Builder Copilot. So cool. Hope to see you there. Copilot Ideas for Power Apps Power Apps has had Ideas as a feature for a while. Where you could click on a Gallery for example and it would offer you some formula suggestions. Well now the team has taken that concept to another level with Copilot Ideas. Now when I click on a Gallery I see a Copilot button. By clicking the button you get some suggestions, like we used to with Ideas. The big difference is at the top. Now I can use my own words to get suggestions more in line with what I want, instead of only their suggestions. Here is what I put in for my Prompt I want to filter where Department equals "Executive" and then I want to sort by last name and then first name column Look at the well written formula with real column names added. Now I click Apply and boom my gallery is using this new formula. Using words to get better ideas, that is a great concept. Bing Search power for Copilot for Power Apps Makers Have you ever asked Copilot over there on the right to help with something with your app for it to say Sorry, I don't know about that. Well, now you can enhance what it knows with power of Bing Search. By default it is disabled but you can turn it on for the whole session with the gear at the bottom. Or if you ask a question it doesn't know it will offer. If I click Yes, until I close this chat it will use the power of Bing to get me the answer I need. This is a nice addition. I am also hopeful this paves the way to Power Apps Copilot one day knowing everything in my tenant so I could potentially build apps around documented business processes or requirements. Fingers crossed. Conclusion Power Apps is awesome. Copilot is awesome. And they both keep working together to be more awesome. Technical enough? 🤣 The real key here is you should be embracing these Copilots and you should be on the look out for change. It seems almost every week something new sneaks out. So stay on your toes and keep embracing AI and you will do well. If we can do anything to help you with Power Platform or Copilot hit us up on the contact form below. We have mentoring, training, project services, planning and design, and any other help you might be looking for.

In our increasingly connected world, it's easy to forget that not everyone has constant access to the internet. Whether it's due to remote locations, unstable connections, or simply being on the go, there are plenty of scenarios where offline functionality is essential. That's where offline apps come in, and with Dataverse, building these apps has never been easier. Below we will walk through examples and give you an overview of the steps to build an app. If you would like to see more details and my example app then check out this video Power Apps Example with Dataverse Offline . Below is the example app from the video. Why Offline Apps Matter Offline apps ensure that users can continue to work without interruption, regardless of their internet connectivity. This can be a game-changer in various industries where consistent access to data is crucial. Here are a few key benefits: Increased Productivity : Users can continue their tasks without waiting for a connection, leading to uninterrupted workflows. Data Reliability : Changes made offline are synced automatically when the connection is restored, ensuring data consistency and reliability. User Satisfaction : Providing offline capabilities improves the user experience, making your app more reliable and robust. Real-World Examples of Offline Apps Field Service Management : Technicians working in remote areas can access job details, update service records, and capture photos, all without needing an internet connection. Retail Inventory Management : Store staff can count inventory and update stock levels even if the store’s Wi-Fi is down. Healthcare Applications : Medical professionals can access patient records and update treatment plans in areas with poor connectivity. Inspection and Compliance : Inspectors can complete checklists, capture images, and fill out reports on-site without worrying about connectivity issues. Building an Offline App with Dataverse Thanks to Dataverse, creating an offline app is now a straightforward process. Follow these steps to get started: Step 1: Create a Solution Your app has to be built in a Solution and the only data source that is supported is Dataverse. Step 2: Create Your Table In Power Apps, create a new table in Dataverse to hold your data. For example, you might create a table called "Field Service Management" to track service records. It has to be a regular table with Track Changes and Can be taken offline enabled under advanced properties. Step 3: Enable Offline Mode in Power Apps with Dataverse Create a Power Apps canvas app, add your Dataverse table as a data source, and configure your app to work offline. After you create the App make it offline isn't too bad. 1. Go to Settings in your app. 2. Turn on Can be used offline under the Offline capabilities section. 3. Use the Autogenerated offline profile for simplicity. Step 4: Build Your Power Apps Offline App When you turned on Can be used offline it will add an offline configured screen to your app. You will want to use this for your first run at least. With your table and offline settings in place, it’s time to build your app: 1. Add a Gallery : Insert a gallery to display records from your Dataverse table. 2. Add an Edit Form : Use an edit form to allow users to update records. 3. Add Save Functionality : Include a button to save changes locally and sync them when online. Here’s a quick example of settings to make: // Set the gallery's Items property Gallery1.Items = Sort(FieldServiceManagement, JobID, Ascending) // Set the form's DataSource property Form1.DataSource = FieldServiceManagement // Set the form's Item property Form1.Item = Gallery1.Selected // Add a button to save changes Button1.OnSelect = SubmitForm(Form1) That is it. You have a working offline app. Save, publish and then go open it on your Mobile phone or Tablet and give it a whirl. Be sure on your device to click on the globe in the top right corner. Lots of good status info. What if I don't have Dataverse? The method above only works on Dataverse based apps, in Solutions, that you are using from Mobile phones or Tablets. But what if you want to do offline with SharePoint or other data sources? In those cases, you can still build offline apps, you will just have to use SaveData and LoadData functions to manually cache things. It is much more complicated but don't worry, I do have a video Power Apps Offline SharePoint Apps using SaveData and LoadData . Conclusion Offline apps are no longer a luxury; they’re a necessity in our mobile-first world. With Dataverse, building robust offline apps is a breeze, ensuring your users stay productive and your data remains consistent. Whether it’s for field service, retail, healthcare, or compliance, offline functionality can significantly enhance the value and reliability of your applications. If you need help building your Offline Power Apps app or with any other part of the Power Platform scroll down the page and fill out the Contact Us form. We would be happy to help whether it is 30 minutes of help or 30 years worth. We cover it all. 🤩

I didn’t know how to build a custom connector using the HTTP step in Power Automate, I wanted to see an example of what someone had already done. Unfortunately, I couldn’t find where someone had bridged that chasm before. Fortunately, I had the encouragement from Shane Young  that I could do it, and examples from so many others, that I didn’t give up! I want to encourage you that you can do it, too, and I want to share with you an example of an HTTP connection to ActiveCampaign . My problem was that I had to create a custom connector to add contacts to ActiveCampaign . Like I said, though, I just couldn’t find an example posted where someone did this with Power Automate. Find settings & documentation The first thing I did (and you should always consider this as your first step, too!) was check with Microsoft Copilot  on how to continue. Copilot gave me generic steps as well as the link to some API documentation from ActiveCampaign .  There is some some good documentation ( ActiveCampaign API documentation ) for programmers on how to do this, however, there’s nothing in there that’s specific to Power Automate. So, I had to put on my thinking cap for this one. The next thing I did was to log into my account to get the critical information to put into my flow. This included the Method, URL, Headers, Body, and Authentication. Unfortunately, the API documentation didn’t lay it out like this, so I had to do some trial and error to get it working. The Method  was straightforward, I needed to do a POST , because I was going to create a new entry. The URI  was a bit trickier, and that’s where the documentation was helpful. The way it’s laid out gives you a menu down the left side with some of the different actions you can do. In my case, I needed to “Create a contact”. I scrolled down the list until I saw “Contacts” and then expanded it, revealing a way to “Create a contact”. As you can see from the image below, I was able to glean some information on the Method, URL, some Headers, and some JSON for the Body. So, at this point, I had the Method , the URL , and some JSON to help with the Body . I had a clue that I was going to need an Api-Token in the Header , but I didn’t know exactly what that meant. Also, I noticed that the code below the URL part (in the image as a “CURL REQUEST”) included two other headers: accept  and content-type ; both or type application/json . Did I need those in my flow? I didn’t know, but I made a note of them. To find the rest of what I needed, I had to log into my ActiveCampaign account. Once you’re logged in to your account, you can go to the Settings > Developer  to find what you need for the Api-Token for the Header. The information you’re looking for to complete your specific URL as well as the Api-Token part are on this page. The URL is what you replace “youraccountname” from the documentation with. The Key becomes the value for the Header “Api-Token”. Though the Settings  didn’t tell me everything that I needed for Power Automate, I also had my login information for ActiveCampaign . At this point, I actually had everything that I needed, and I was ready to begin my flow. Create the flow in Power Automate So as not to break my production flow while I was figuring this out, I created a test flow with two simple steps, a manual trigger and an HTTP step. The three pieces of information that I wanted to pass to my HTTP connector were: First Name Last Name Email address So, I made these manual inputs for my test flow, and I added an HTTP step to my flow. The tricky part was finding out where to put the Key that I copied from my ActiveCampaign account, but here’s how it all worked: Method : POST URL : [my account URL from the Developer info]/api/3/contacts Headers :                 Api-Token [the copied Key from the Developer info]                 content-type    application/json                 accept             application/json The only information that I wanted to send to my ActiveCampaign Contacts list was an email, and a first name and last name. So, I restructured the JSON for my request Body like this: Body :                 {                  "contact": {                  "email": “[the dynamic email input from my trigger]”                  "firstName": “[the dynamic First name  input from my trigger]”                  "lastName": “[the dynamic Last name  input from my trigger]”                   } } I went through some trial and error with the Authentication (under Advanced options), but what worked was Basic  authentication with the Username  and Password  from my account. Here’s what the final test flow looked like: With these settings, I was able to successfully add a contact to my ActiveCampaign contacts list. With the test flow working, I then went back and changed my production flow. Summary Building a custom connector with Power Automate is possible with the HTTP connector! Though I’d never successfully done this before, I want to encourage you that you can do it! Don’t be intimidated by the crazy JSON that you must write and all the Headers and Authentication that you need to include. Find API documentation from the site/service you’re trying connect with (use Copilot for an early assist), build a small test flow, and experiment with the puzzle pieces until you get it to work. When it works, it’s oh so satisfying !

Welcome to your one-stop Power Platform updates blog from PowerApps911! This update covers important changes over the month of April 2024 for Power Apps, Power Automate and Power BI. Power Apps New consent dialog . When accessing an app, users will have a dialog display that will specify the permissions granted them via the app, per the data source, and then will ask them to “Allow” the connections necessary to run the app. If there is any requirement to sign in for a data connection, the user will be able to do this in the dialog actions. The significant difference in what users saw before and now are the specific actions the app will do with that connection, such as “Read records” for a SharePoint list. This feature  rolled out the week of April 15th. Power Platform Advisor . In the Power Platform admin center, you’ll notice the Advisor in the navigation panel on the left side of your navigation menu. What is it? Advisor will scan your environments once a week and provide recommendations for enhancing security, reliability, and the overall health of your tenant. The functionality is somewhat like the App checker within Power Apps, but on a Tenant level. It will provide stats, insights, and recommendations. It can inform you of apps, for example, which do not have valid owners, apps that haven’t been used in the last 60 days, apps that are not in a solution, and apps that are shared with “Everyone” in your tenant, including guest users. Recommendations can be assigned or shared for action. Column names losing their “quotes”.  Previously, when you referred to a column in certain functions (AddColumns/DropColumns/RenameColumns/ShowColumns, Search, GroupBy, Ungroup, and DataSourceInfo) you had to wrap the column name in double quotes, like a text string. Microsoft is phasing in a Power Fx version that will not require the quotes anymore (just like you currently refer to column names in a formula). Microsoft assures us that this will not “break” old apps that still include the double quotes. This functionality is already included in the Power Fx 1.0  update that is forthcoming, but it is a “pre-release” update to the Power Fx version we currently use. Microsoft also plans to add this “no-quote” functionality to the SortByColumns and Validate functions in the months ahead. Enhanced theming for modern controls . First touted in February, custom theming is now available for modern controls. When you select your Themes  icon from the left side navigation rail, you now have the choice to “Add a theme” which allows you to define your own theme to match organizational branding. Theming changes will automatically apply to any modern controls that are part of your app. There are more modern controls customizations coming, but this is one that we can use right now. Import SharePoint lists into Dataverse during app creation . You can now use the Copilot app creation feature for SharePoint lists. Access this feature by selecting Start with data  from the home page in Power Apps. If you select SharePoint as the source, you can choose the site and the list to begin your app with. Power Apps presents your data in a Power Query preview experience where you can edit your SharePoint lists columns and data before importing it into your app (and creating the Dataverse table). Copilot helps with this by selecting proper columns from SharePoint and defining their data type for Dataverse. You can still edit the proposed columns before creating the app/Dataverse table, but this new feature quickens app/data creation from SharePoint data. Copilot answer  control in public preview . We have seen the Copilot component in preview for some time now, but Microsoft has just given us the opportunity to use the new Copilot answer  control. You can enable it in your app Settings > Upcoming features. You can insert it into your app and assign it to a data source. The default setting gives you a summary of your data by selecting the control. If you add a text input control, you can adjust the Question property to use the value of the text input as your question. You can also adjust the Title  property to prompt your users what types of questions to ask, like this example: Intelligent Recommendations for premium licensing . This AI feature is now available in public preview, and it provides recommendations on premium licensing for app users. You can find this feature in the Power Platform admin center   > Licenses and capacity  > Intelligent recommendations . This feature analyzes app usage within your organization every 30 days, and then it provides recommendations for users with Basic Power Apps licenses, active trials, or those who’ve already requested licensing. Think of it as an easy way to quickly see your app users and assign them the licensing/permissions (including security groups) they need to make the most out of the available apps. Recent Power Apps UI Updates 1- Automatically remove data not currently in use You may have noticed a new tool to remove unused data sources from your app. When you select the Data tab, there’s a small broom icon in the top right corner of the panel that quickly and painlessly removes any data sources from your app. See the image below for where to find that. 2 - New context menu When you click on controls in a canvas app, you may have noticed the purple menu of commands that appears just above the control. The idea is to simplify options to modify the control without searching for them. The most common options are available by simply selecting the option. For example, our image below shows a gallery with the context menu option of “Data” selected. Updated and new functions for Power Apps In case you missed it, Shane has done a new video of two new and two improved functions  in Power Apps. He covers the brand-new functions EncodeHTML and UniChar, as well as updates to the Table and JSON functions. New Functions : • EncodeHTML - encodes a string to make it safe for rendering in HTML. • UniChar - generates a Unicode character based on its code value. Updated Functions : • Merge Tables  - combines two or more tables into a single table, an improvement for the existing Table  function. • Flatten JSON  - converts nested JSON structures into a flat table format via the JSON  function formatting option: JSONFormat.FlattenValuesTables . Be sure and check out the video ! Power Automate Relative to Power Apps, Power Automate has been relatively quiet with new features this past month, however, there is a new SAP Connector in preview that works with OData, and Microsoft has included some good resources for helping you understand how Process Mining with Copilot can help your organization monitor, analyze and improve your processes. The SAP OData connector  is a “premium” connector and is still in development, but Microsoft is seeking your feedback to improve it. This new connector supports Basic, Anonymous, and API key authentication. It also can use the on-premises data gateway to connect to SAP. If you’ve not worked with the on-premises data gateway before, you can learn more about installing them here . The new actions available with this connector include create, read, update, delete and query functions for SAP OData. A blog post on Hyperautomation  appears this month in the Power Automate blog. A key part of this blog showcases how process mining is now enhanced by Copilot. If you’ve not used process mining previously, this enhancement really makes it easy to use. Process mining takes advantage of accessing data that’s already available, and Copilot helps you zero in on your most meaningful data and processes. The series of videos in the blog post help you see these companions in action, plus they introduce the Center of Excellence tools available for your organization. Power BI There were a bunch of new features for Power BI released in April including the new 100% Stacked Area Chart, more configuration options for Line Charts, and enhancements to Power BI mobile. See the whole list here . Keep reading for a few more highlights. You can now deliver Power BI paginated report subscriptions to a OneDrive or SharePoint location . Where previously, you were restricted by size limits for emails, this is no longer the case (however, there is a 250Mb limit on the size of the attachment). If your user has access to the OneDrive or SharePoint location, they can view the reports. Licensing requirements are still the same, but instead of receiving a large report in their inbox, report users can simply receive a link to one of these locations. If you’ve not used them before, subscriptions can be fully automated. Another new subscription feature added in April is the ability to add dynamic per recipient subscriptions for Power BI reports for up to 1000 recipients, up from the previous limit of 50. You can now add a Copilot pane to your Power BI workspace . This feature is currently in preview and is a “premium” option (available in a paid Fabric or Power BI Premium capacity with copilot enabled), but it is available to answer questions about your data and even create new report pages based on your prompts to copilot. Copilot is already available to help you write DAX queries, and there’s a great walk-through added this month showing how copilot enhances the DAX query view  in Power BI Desktop. If your organization has a continuously playing PowerPoint slide show that includes Power BI data, you can now refresh to the latest in-slide Power BI data without stopping the slide show to refresh data manually. Within the Power BI Add-in options, you can enable the Automatic refresh in slide show  option and even define the frequency of it. Additionally, the Power BI add-in can help you add a slide title to an empty slide. In Summary… Let’s recap some updates for the Power Platform in April 2024. Power Apps introduced a new consent dialog for app permissions and enhanced theming for modern controls. Plus, importing SharePoint lists into Dataverse just got easier with Copilot. Power Automate introduced a new SAP Connector in preview and we can now use Copilot in Process Mining to better understand our processes and where to improve. Power BI brought more cool features like the 100% Stacked Area Chart and enhanced subscription options. Now, you can even add a Copilot pane to your Power BI workspace for smarter data insights. Stay in the loop with PowerApps911 as we continue to provide information on these game-changing updates!

In today's digital workplace, the ability to customize and automate SharePoint processes can significantly enhance productivity and collaboration. The SharePoint REST API, when combined with Power Automate, opens a world of possibilities, allowing you to extend beyond the limitations of standard SharePoint functionalities. This post explores why the SharePoint REST API is a game-changer, how Power Automate makes it accessible, and provides practical examples to get you started. Why You Should Care About the SharePoint REST API The SharePoint REST API enables you to interact with SharePoint resources such as sites, lists, columns, and more programmatically. This means you can automate complex tasks, integrate with other services, and build more dynamic and responsive solutions for your organization. Understanding how to leverage the SharePoint REST API can transform your operational efficiency and open new avenues for system integrations. The Ease of Use Provided by Power Automate One of the greatest strengths of Power Automate is its ability to simplify complex processes. When it comes to using the SharePoint REST API, Power Automate provides a user-friendly interface and a variety of pre-configured actions that handle authentication and connection details automatically. This drastically reduces the learning curve and lowers the barrier to entry for automating SharePoint tasks. How to Create a SharePoint Site Using Power Automate Creating a SharePoint site via the REST API with Power Automate involves setting up an HTTP request that specifies the site's properties. Below is a basic example of how to structure your Power Automate flow to accomplish this: Method: POST URI: _api/SPSiteManager/Create Headers: Accept: "application/json;odata.metadata=none" odata-version: "4.0" Body: { "request": { "Title": "Your Site Title", "Url": "Site URL", "Lcid": 1033, "Template": "STS#3", "Owner": " your.email@domain.com " } } Here is my example: How to Create a List in Your New Site After setting up your site, you might want to create a custom list to store data. Here's how you can use Power Automate to send an HTTP request to create a list: Method: POST URL: _api/web/lists Headers: Accept: "application/json;odata=verbose" Content-Type: "application/json;odata=verbose" Body: { "__metadata": { "type": "SP.List" }, "AllowContentTypes": true, "BaseTemplate": 100, "Description": "My Custom List", "Title": "Custom List" } Here is my example: If you are enjoying this. Consider checking out our training options. We have on-demand classes, live classes, and even a full 6 months program to teach you all things Power Platform. For more information check out our Power Platform Training . Adding a Column to Your List To further customize your list, you may need to add columns. Below is how to add a single text column to your list through Power Automate: Method: POST URL: _api/web/lists/getbytitle('Custom List')/fields Headers: Accept: "application/json;odata=verbose" Content-Type: "application/json;odata=verbose" Body: { "__metadata": { "type": "SP.Field" }, "Title": "New Column", "FieldTypeKind": 2, "AddToDefaultView": true } Other Things You Might Want to Do With the SharePoint REST API and Power Automate, the possibilities are nearly limitless. Here are a few more things you might consider automating: - Creating Views : Automate the creation of custom views for your lists to tailor how data is displayed. - Managing Permissions : Set up workflows to manage and update permissions dynamically. - Integrating with External Systems : Send data from SharePoint to other systems like CRM platforms, external databases, or even custom apps. - Accessing SharePoint Groups: Always been surprised this wasn't built in so there is a video just for it. https://www.youtube.com/watch?v=rRnbe1CfQ30 Conclusion The SharePoint REST API is a powerful tool for any SharePoint administrator or developer looking to enhance their site's functionality and automation. Power Automate not only simplifies the process of using the API but also expands the potential of what you can achieve with SharePoint automation. For a full step-by-step guide, including detailed explanations and troubleshooting tips, check out our video tutorial on how to use the SharePoint API with Power Automate . By mastering these skills, you can significantly increase the efficiency and functionality of your SharePoint environment, providing more value to your team and organization. If you need help with this, or anything else big or small in the Power Platform just scroll down the page and fill out the contact form. We would be happy to help.

Configuring your Dataverse security roles will help you keep data from being editable to the wrong target audience. However, if you improperly configure your security role for your lookup tables, you can be in for a headache. This article discusses the problem and the solution! I recently created a Power Apps model-driven app with a main table that had lookup columns to other tables. By using the Power Platform admin center for my Environment, I created two different security roles for the app. On the “Admin” security role I gave complete organization-level access to all the different tables (create, read, update, delete, etc.). For the “User” security role, I gave complete access to the main table and then organizational read  access only to the supporting tables. The problem All was well and good when folks with the “Admin” role were using the app, however, when the “Users” took to the app they noticed that they didn’t have access to any of the supporting tables. Here's what folks with the "User" role began seeing: A perplexing problem! We didn’t want the “User” role to be able to change any of the data, but we needed them to be able to input data into the main table from these supporting tables. One of our PowerApps911 experts, Daniel LeMay, uncovered the problem during a call with the customer. Solving the problem Part A - Don’t start a security role from scratch! When you create a new security role, there are a lot of permissions to various tables throughout a Dataverse environment that you’ll miss. The supporting tables have complex relationships with other tables that you may miss. Some of these permissions are User-level, some are for Business Unit, and some are Organizational access. When you begin thinking about a new security role, think of using a standard Dataverse security role that most closely resembles your users and make a copy of that role to start your new role with that. For example, if you just want someone to have access to the app, but not do any data input, start with the App Opener role. If someone is going to be accessing the app as a user, consider the Basic User  role. There are other roles such as Service Reader, Service Writer and Support User as well. None of these roles is customizable so that you can use these as templates for your security roles. Microsoft has a list of these different roles here . Use one of these as a template. We decided to use the Basic User  role as a template. Here’s a step-by-step guide for how to use an existing Dataverse security role as a template for another security role. 1.      Go to the Power Platform admin center ( https://admin.powerplatform.microsoft.com ) 2.      Select Environments from the left-side menu. 3.      Select the Environment where you want to create the security role. 4.      In the Access pane there is a clickable “ See all ” link under Security roles. 5.      Find the security role you want to emulate in the list of security roles. Select the “More actions” ellipses next to the Business unit number and select Copy . (You can do the same thing from the Copy button in the command bar.) 6.      Once you select Copy , a dialog box appears where you can enter a name for your new role. Input the name for your role. Then select Copy. 7.      After a few moments, your new role will appear on your Security roles list, and you can continue. Part B - Update your supporting table permissions with Append and Append to permissions. Once you’ve provided all of the necessary permissions for your users to access the main table, you can move to the lookup tables. Of course, you need the user to be able to read the data, however, you also need them to be able to have Append  and Append to  permissions for these tables. Why is that?  In Dataverse, the Append  and Append To  permissions are used to control the ability to associate two records in a relationship. This is particularly important when dealing with lookup tables and relationships in model-driven apps. Append  permission is necessary on a table when it has the lookup  of another table on a form . This permission allows a user to add (or “append”) a related record to the table. For example, if you have a Pet Toys Order table that includes a look up to a Customer table, the user will need Append  permission on the Pet Toys Order table to associate a Customer record with a Pet Toys Order record. Append to  permission is necessary on a table when it is being associated  with another table. This permission allows a user to append the table to another entity. In the example above, the user would need Append to  permission on the Customer table to associate it with a Sales Order record. Back to our model-driven app, if our main table has lookup columns to supporting tables, users will need both Append  and Append to permissions to select options in a form based on the main table. This is because when a user selects an option, they are essentially trying to associate a record from the supporting table (Append permission) to a record in the main table (Append To permission). Summary The two takeaways in my lesson were, one , to always use an existing (and working) security role to create a copy as a new role. Two , to include Append  and Append To  permissions for any of the tables being looked up from my main table.

Are you searching for real-world use cases of Microsoft 365 Copilot? Perhaps you're curious about how it can streamline your daily tasks. Here, I share the top five ways I personally use Microsoft 365 Copilot to enhance my productivity and efficiency across various Microsoft Office applications. Enhanced Communication with Copilot Chat One of my favorite features of Microsoft 365 Copilot is its intelligent chat functionality available through Chat . This feature acts as my personal assistant, helping me locate documents and emails quickly without manually searching through folders and files. Below you can see a real situation I encountered. I knew Daniel had shared something with me but I couldn't find it. I spent about 10 minutes on it before the 💡 went off and I asked Chat. Found it on the first try. Pretty cool! Recap Teams Meetings with Copilot Using Microsoft 365 Copilot within Microsoft Teams has transformed how I handle meeting recaps and follow-ups. The AI provides detailed recaps of meetings, identifying key points and assigning action items, ensuring that no critical information is missed. Here you can see a Teams recap of one of my Office Hour sessions that we run monthly for Training students. You can see who talked when, and a break down of what we discussed. I can even click into those notes and get more details and links to the portion of the meeting where talked about that. If you attend a lot of Teams meeting this is the best feature ever. Live Copilot Training If you are using Copilot with Bing, Microsoft 365 Copilot, or using it with Power Apps and Automate to enhance your apps we have a great Jumpstart training class. Copilot Jumpstart is a one-day LIVE class that takes you through all things Copilot with hands on labs, lecture and Q&A all taught by yours truly. Hope to see you there! Coaching by Copilot in Outlook Let's just be honest. I am known for writing short, to the point emails. Not mean, but often not empathetic enough for most people. Sorry. Coaching by Copilot is my life saver. I write my really short, to the point email and then I run the tool and bam, it smacks me in the face with everything I should do better. 🤩 It doesn't change any of my words, just nudges me in a nicer direction, so hopefully over time I just write better stuff. (doubtful 🤣) Simplifying Excel Tasks I am not as good at Excel as I should be. 🫤 While I can write simple formulas anything more is beyond me. And don't get me started with things like Pivot Charts. No. So for me, using Copilot for Excel to explain and write formulas for me is a big win. Below you will see a couple of screenshots of it in action. Very helpful. Automating Microsoft Forms Creation with Copilot Who doesn't struggle with a blank screen when trying to create a survey? Yes, you know some of the things you want to ask but not all of them. In steps Copilot to help. After teaching my live Training Class a couple of weeks ago I needed to generate a survey. So, I jumped to forms and used the below prompt as a jumping off spot. Yes, I fed it some of the questions, but it rounded out my survey to be more meaningful. There you have it. 5 ways I use Microsoft Copilot today to make my life easier. And isn't that the point. 🤩 Making my day better and it is worth its weight in gold. If you want to see these tips in action, check out the video My 5 favorite M365 Copilot features to see all of the fun in action. Or if you need help with rolling out AI in your company then reach out via the form below. We are already helping forward thinking companies train and plan for how AI will change their business.