Author Archives: Roohi Shaikh

New Command bar designer using PowerFx for Dataverse and Dynamics 365 CRM apps now in Preview

In our earlier article we talked about the new app designer experience and with the new updates in the app designer, command bar or the ribbon bar editor also gets an update. Editing or defining Command bar had been a tedious task involving editing the xml tags and I remember I could never get it… Read More »

Get 360 degrees view of your Customer using Dynamics Customer Insights

A recent addition to the suite of “insights” applications has been the Dynamics Customer Insights. This is a standalone application that can be subscribed to and is part of their Customer Data Platform offering. The idea behind this app being the ability to collate customer information including transaction history or behavioral actions across multiple systems… Read More »

Actionable messages in Microsoft Teams with Adaptive Cards using Power Automate Flows

In one of our earlier blog, we had looked at approvals connector that would allow us to send an approval message to select users and wait to receive their response before further action is initiated. The approvals are presented through a power automate mobile app or can be accessed from the flow portal. Microsoft Teams… Read More »

Document Automation with Forms Processing model using AI Builder Connector in Power Automate Flows

Introduction In our earlier article, we explored the reference app released by Microsoft for Document Automation using the Form Processing model of AI Builder. The app that is a ready-to-use sample app demonstrates the process of reading the form submitted through email and extracting the data submitted in the form and presenting it to the… Read More »

Microsoft Document Automation Application using AI Builder Form Processing Model

Introduction Document Processing has been a tedious manual task for a while now. With the introduction of AI services, it is now a simplified and automated process in most organizations. Microsoft has been at the forefront of the democratization of AI through its AI Builder services. AI Builder a no/low code service helps citizen developers… Read More »

Track specific column update of SharePoint List Item when using Power Automate Cloud Flows

Coming from a Dynamics CRM/ Dataverse background and having written plugins and later flows using Common Data Service (Current Environment) connector, I was a little lost looking at the SharePoint trigger for When a list item is added or modified. With the CDS (CE) connector, when you use the When an item is created, updated,… Read More »

Execution Context for CDS (Current Environment) Connector in Power Automate Flows Explained

Power Automate Flows are executed as an asynchronous background execution. It is important to understand the execution context being used for all the steps/actions designed in the flow for audit purposes. Prior to this setting being made available, you needed to associate a connection with every action and the action was executed under the context… Read More »

Push Notifications for Dynamics 365 Apps and Canvas Apps Power Apps

Gone are the days when notifications were received through emails, given that it is now a mobile first age, push notifications seem to be quickest mode to transmit information for immediate attention. Using Power Automate, we already had the Notifications connector, that allowed for sending a mobile notification. Then, Microsoft had brought about a Power… Read More »

Use Relevance Search API in Power Automate & Canvas App – Part 2

Introduction In the previous blog, we obtained the response from the Relevance Search API request through Power Automate Flow. In this blog, we will use that response in the Canvas app. We will see how we can leverage the potential of Relevance search in the Canvas app. If you are not familiar with how to… Read More »