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 »
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 »
In this blog, we learn about filtering JSON arrays in Power Automate. We all know that this type of requirement can easily be solved using JavaScript. But in this method, we have to create a web resource to register the script in CRM. Now, we can achieve this requirement within the CRM process itself. Power… Read More »
As demonstrated in our previous blog, we can use the Dataverse search in Power Automate Flow comfortably. In this blog, we will have a look at how the optional parameters are used to limit the search as per our requirements. So, let’s dive in without further ado. To quickly revise everything that we have discussed… Read More »
Introduction Power Automate has been a game changer and a welcomed addition to the suite of tools available for Dynamics 365. This low-code tool has eased the lives of citizen developers and users, who can build and achieve their requirements themselves by simply creating a Power Automate Flow. However, there are still a few functionalities… Read More »
In this blog, we will check how we can add and subtract an ‘x’ time unit such as second, minute, hour, day, week, month, and year into and from the existing date. Problem: We have a client requirement in which, they want to calculate the next follow-up date for the current customer. This operation is… Read More »
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 »
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 »
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 »
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 »