Logging Salesforce Cases Using Power Virtual Agents and Power Automate

Whenever you build a chat bot experience, a goal should be to provide a self-service experience so that customers can address their own questions without involving other people. However, it may not always be practical to solve all of those problems. In some situations, you may want to transfer the customer enquiry to a live agent and in some cases you may just want to … Continue reading Logging Salesforce Cases Using Power Virtual Agents and Power Automate

Extending Power Virtual Agents using Azure Bot Framework Skills

In the past, I have talked about extending Power Virtual Agents (PVA) using Power Automate. While that is a great way to bring the 300+ Power Platform connectors to PVA, there are some other extensibility use cases that are better addressed using the Azure Bot Framework. Some of these opportunities include Adaptive Cards, multi-turn dialogs and integration with other live agent platforms where out of … Continue reading Extending Power Virtual Agents using Azure Bot Framework Skills

Building a Power Automate Organizational Template Gallery

Templates are a popular feature in Power Automate. They are a great learning tool where makers can browse from a wide variety of samples and choose to implement a template that meets their needs. While this feature is very popular, something that people have been asking for is an Organizational Template Gallery, that allows them to post templates that can be re-used, but are only … Continue reading Building a Power Automate Organizational Template Gallery

Subscribing to ServiceNow Events using Power Automate

I have blogged/recorded content in the past on how to connect to ServiceNow using Power Automate (Microsoft Flow) and Azure Logic Apps. In this blog post/video, we are going to discuss how we can communicate from ServiceNow to Power Automate. You will quickly discover, when trying to automate/integrate Power Automate and ServiceNow, there are no triggers for ServiceNow, only actions. This leaves us with a … Continue reading Subscribing to ServiceNow Events using Power Automate

Tracking Training Using PowerPoint, Microsoft Forms and Power Automate

A former colleague recently reached out to me wanting to know how to have a flow kick off once someone had completed training hosted in a PowerPoint deck. He was asking if he could include a button that someone could press. Initially, I was thinking that it needs to be an authenticated session and while you could add a PowerPoint button/link onto a slide deck, … Continue reading Tracking Training Using PowerPoint, Microsoft Forms and Power Automate

Building a Power Virtual Agents Productivity BOT – Part 3 Get My Important Emails Video

This video is a continuation of previous videos including Part 1 and Part 2 where we built a Power Virtual Agents Productivity BOT. Our BOT currently focuses on retrieving a person’s meetings and their upcoming Planner tasks by making calls through the Microsoft Graph API. In this video we are are going to expand on our BOT, but this time are going to add retrieving … Continue reading Building a Power Virtual Agents Productivity BOT – Part 3 Get My Important Emails Video

Building a Power Virtual Agents Productivity BOT – Part 2 Get My Microsoft Planner Tasks Video

This video is a continuation of Part 1 where we built a Power Virtual Agents Productivity BOT. That BOT focused on retrieving a person’s meetings by making calls through the Microsoft Graph API. In this video we are are going to expand on our BOT, but this time are going to add retrieving Microsoft Planner Tasks that have not been completed. Within our architecture, a … Continue reading Building a Power Virtual Agents Productivity BOT – Part 2 Get My Microsoft Planner Tasks Video

Building a Power Virtual Agents Productivity BOT – Part 1 Get My Meetings Video

Power Virtual Agents (PVA) provides a way to democratize access to building conversational BOTs. With the amount of information that exists today in the enterprise, I thought it would be a good experiment to try and bring all of this information to a user by issuing simple commands through a BOT. My plan is to come up with a 3-part series that demonstrates how to … Continue reading Building a Power Virtual Agents Productivity BOT – Part 1 Get My Meetings Video

Calling Graph Reports API Using Power Automate

Microsoft provides an out-of-box Power BI report for organizations looking to gain an understanding of their Microsoft 365 usage. While these reports are extremely useful, you have less control over the underlying data model and the data is based upon monthly usage for the past 12 months. There may be situations when you want more timely access to data and want to persist it for … Continue reading Calling Graph Reports API Using Power Automate

Power Automate Approval Timeouts & Escalations

I recently had a colleague ask me how they can re-route approvals when someone is out of the office for an extended period of time, like on vacation. One way to address this situation is to use the combination of the Timeout Duration setting that exists within the Approvals action and then using the Configure run after settings that allows you to follow a specific … Continue reading Power Automate Approval Timeouts & Escalations