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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Guides Dataverse Documentation for Power App/Automate Integration

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Posted on by 322

We have a possible use case for Guides that involves using it to assist with some QA procedures. In order for our usecase to be successful, we need to be able to collate and generate reporting based on what specific option a Guides Operator chooses at a variety of Question steps in our Guide. This seems possible, but the documentation needed on how to get Operator choices on a question step seem to be missing.

We are familiar with the basic functionality of the PowerBI report example that Guides provides, but it does not fit our need.

We are trying to find documentation or information on what dataverse tables we can query and how we can collect Operator choices on question steps using a Power App or ideally a Power Automate process. If you have any suggestions please let us know.

Also, the Guides Dataverse Table Documentation has not been updated in over a year despite having a note saying it is expected to evolve quickly. Is the documentation from April 2022 still current?

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  • Suggested answer
    Eiken Profile Picture
    Microsoft Employee on at

    Hi Andrew ,

    Please refer to the following link. It shows the D365 guides usage data.

    Overview of analyzing and integrating Dynamics 365 Guides usage data - Dynamics 365 Mixed Reality | Microsoft Learn

    You can find the data about operator records in the following entity.

    Dataverse table (entity) reference for Dynamics 365 Guides - Dynamics 365 Mixed Reality | Microsoft Learn

  • Andrew.G Profile Picture
    322 on at

    Thanks for these links to the documentation. We are aware of these docs. Neither of them explain how it is possible to get the response a user picks from a question step in a Guide. The dataverse table doesn't include this either.

    The "overview of analyzing and integrating Dynamics 365 Guides Usage Data" is so high level as to not be useful to us.

    We are looking for some more detailed information than what has been provided in the public documentation so far.

  • RS-05071740-0 Profile Picture
    18 on at

    I wonder would it be possible to use Step Index data for identifying a condition where a response has been selected.

    Imagining pseudocode of a potential flow:

    When a New Active Guide Session entry is created,

    Loop through Step Index values:

    If (Step Index == 5 && (Step Index+1) == 25),

    Then (Insert: Owner "X" selected response "25" at time: "Step visit end time")

    Otherwise, I think that it would be a great addition if Guides could record text from branching responses somewhere in its database!

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