Category Archives: Power Automate

Automatically sending Power Apps cards to Microsoft Teams channels using Power Automate Flow

Microsoft has added a new feature called Cards in the Wave 2 release.  Cards are simplified forms that are connected to Dataverse which can be sent to CRM users to capture the required details. In the previous blog, we explained how to create cards using Power Apps. In this blog, we have explained how to… Read More »

Send Trailing Follow-Up email in Microsoft Dynamics 365 CRM using Power Automate Flow

Microsoft Dynamics 365 CRM allows users to send an Email to any recipient through Power Automate Flow. Recently we received a requirement to send a follow-up email that should be trailing mail for the previous email after 2 days of New Opportunity. So, to fulfill this requirement, we have used Power Automate Flow to create… Read More »

Multi-Select Option field in Dynamics 365 V9.2 using Power Automate

Introduction With every release of Dynamics 365, Microsoft introduces a wide variety of features. Some of which open new doors of opportunity whereas some help in overcoming existing limitations. Introduction of Multi-Select Option Set was kind of both. However, as a customizer, we still face a few roadblocks when it comes to dealing with any… Read More »

Manually Map a Contact in Power Automate

Introduction: Service Provider companies manage cases to provide support or service to customers with resolution to the incident reported by the customer. With the help of automatic record creation and update rules, external source data can be captured to create Dataverse records which help to reduce manual efforts and improve the efficiency of service. For example,… Read More »

Use of Process insights (Preview) feature for monitoring/analysing Power Automate Flow

Introduction Recently, many enhancements were introduced under Power Platform for creating Power Automate Flow. And “Process Advisor” is one such enhancement. In our previous blog, you have already explored the way to create Process Advisor. While creating Process Advisor, there was a requirement to add some recordings to it as recordings are a way to train… Read More »

How to use Invitation Id of Customer Voice Survey Invitation in Power Automate Flow

Introduction Microsoft introduced Customer Voice in 2020 to get feedback from customers and save it into Customer voice entities in Dynamics 365 CRM. Further, they also introduced new features in  Customer voice. Recently, I was setting up Customer Voice and creating its invitations using Power Automate Flow. Here, I came across an error when I… Read More »