Task 03: Create a modern order processing solution using Plan Designer

1. In the leftmost pane, select the <- icon to go Back to solutions.

   

2. In the leftmost pane, select Plans.

3. On the top bar, select New plan.

4. In the dialog, enter the following business problem:

    Modernize global customer order processing by replacing email/Excel trackers with a structured Dataverse-backed solution. Agents can search customers and orders, log cases, and trigger follow-ups integrated with ERP and CRM.
   

   

5. Select Generate.

6. In the plan designer’s left pane, it will generate a plan for the User requirements.

7. At the bottom of the pane, in response to the generated User requirements section, select Edit.

   

   Your generated data will differ from the image.

8. In the upper-right corner of the User requirements section, select the + to Add user role.

   

   The new role entry will appear at the bottom of the pane.

9. In the Type user role here box, enter:

    Global Customer Service Desk team
   

   

10. Delete all of the other generated roles it proposed. Hover the line over a role, select the ellipsis (…), then select Delete user role.

    

11. Under User requirements, in the Describe what you’d like… box, enter the following:

     Build a model-driven app for the Global Customer Service Desk team to: Search customers by name, country, and customer number; View and filter orders by region, status, and channel; Create and manage cases linked to a customer and an order; Track case status, priority, and resolution notes; Provide dashboards for open cases by region, priority, and category.
    

    

12. Select Enter to send the prompt.

13. At the bottom of the left pane, select Keep.

    

14. At the bottom of the left pane, select Looks good.

    

15. Select Looks good to the rest of the agent’s plan.

16. After the Technology proposal, select Save plan.

    

17. In the dialog:

    1. Expand Advanced.

    2. Select Select an existing solution.

    3. Select Zava Global Service Desk from the dropdown menu.

       

    4. Select Save.

18. In the left pane, under the Technology section, hover the Model-driven app, then select the + icon to Create.

    

    This will open the app editor.

19. The model-driven app will show several pages it created using the data we imported. Observe the results.

    

20. In the upper-right corner of the app editor, select the Save and Publish icon.

    

    Wait until the page refreshes.

21. After the page refreshes after saving, close the tab to return to the plan designer.

22. The Model-driven app will become highlighted after a minute.

    

23. Delete all the other Technology proposals that it allows you to delete.

    Hover the line, select the ellipsis (…), then select Remove from plan.

    

24. At the bottom of the left pane, select Keep.

    If you didn’t need to delete anything, you won’t see this option.

25. In the upper-right corner of the page, select the Save icon.

    

26. In the dialog, select Save.

    

27. In the upper-left corner of the page, select Back.