Author Archives: Roohi Shaikh

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 »

Use Relevance Search API in Power Automate & Canvas App – Part 1

Introduction Relevance Search has been there for a while in our Dynamics 365 CRM that provides access to exciting new search capabilities in the environment. However, before you use this feature, an administrator must enable relevance search in target environment. Using relevance search we can search across multiple tables/entities, sorted by relevance. Let us say… Read More »

App Profiles to Manage User Privileges for Customer Service Workspace

App Profiles is a new concept introduced with Customer Service workspace to manage app behavior for users. Traditionally this has been something that was managed by introducing specific privileges for the same in the Security Role. For example, the ability to control editing of price on Sales documents like quote/order/invoice could be determined by the… Read More »

Release 2020 Wave 2 – Agent Scripts and Macros as part of Customer Service workspace explored

In the earlier post, we had a look at the Customer Service workspace app with its Smart assist feature. In this part we will have a look at the capabilities to assist the agent and aid them with the help of Agent Scripts and Macros. Agent Scripts: These could be used to provide the agents… Read More »

Multi-Session Customer Service workspace app now available with 2020 Release Wave 2

As part of the 2020 Release Wave 2, you would have already most likely seen a new Customer Service App added to your environments, the Customer Service workspace app. * This app requires Customer Service Enterprise subscription: Ref This app is a Customer Service APP with multi-session capabilities. It is not the first app that… Read More »