Hi, my name is Diana, and I’m one of the technical consultants at PragmatiQ Solutions. We are going to be doing a series of videos over the next few months demonstrating varying capabilities of the Microsoft Dynamics platform. And today, I’ll be giving you an overview of the holiday app that can be used within your organisation.

This app sits inside of Dynamics 365 and can be accessed via mobile, allowing employees to request and track holiday and managers to complete the approval process. In order to access your application on your mobile, you will need to download the Power BI mobile application, which is available on your App Store or Google Play.

This can also be embedded in Teams, but right now I’ll show you a desktop version that will offer you an insight on how this is going to look on your mobile. In order to access the application, you will need to log in to our Power Apps with your company email, which would then display all the apps shared with you in the organisation. As you can see, there is no username and password protection you when you open up these because Power Apps will recognise your credentials and you’ll be able to get it right away.

I will now present to you the content available to employees, allowances and how to create a leave request. This is my available balance, which is going to display my remaining balance and how many days I have used, I will go now and create a new request from the plus button. There are multiple times of request I can choose from. Right now I am going to choose holiday and I will select tomorrow, start from 8am and I am going to do it for a day and a half.

So duration is one day and a half and description is going to be holiday.

I’ll click on the submit button, then it is going to take me to the review page where I can choose to either submit the request or if I want to edit any details. I can choose to change anything I want here, I’ll just do this and I will submit now everything is all right. So I’m going to click on the green button. This has been completed, so right now my manager is going to receive an approval email for testing purposes.

I will show you other pages available in the application, which is the balance and leave request, which is showing all my requests from the past, within this year, which are approved, pending or declined. And again, I can see the page where I can create on your request.

I’ll show you the email that is going to be received by my manager. It is showing the employee, the date where this has been created and all of the other details I have submitted in the request.

Now they can choose to approve or reject. I will just go ahead and do this, so this has been approved. Right now, if I go back to the app and go to balance and I’m going to refresh it, it says another day and a half has been used, which has also been taken out from the remaining days.

Now I’m going to see my leave request. I am going to look for a holiday that has just approved, as you can see it here.

I will show you the email that the employee’s going to be received. The following has been approved, manager comments. The same format is going to be sent if this request has been declined, saying your request has been declined.

This is it for now. I hope you found this useful. And if you have any questions, please feel free to contact us using the details on screen. Our email is [email protected], where you can phone us on 01908 038110. Thank you.