Category Archives: Power Automate

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 »

Parse XML in Power Automate and Create records in Dynamics 365 CRM

Introduction In Dynamics 365, we can create multiple records through the OOB Import method, by using SSIS Package. In this blog, I will show how to create multiple records from XML using power automate. Microsoft introduces many new functions, which we can use in Power Automate. Please find the below reference link of the functions.… Read More »

Bulk Edit Multiselect optionset/choices fields using Microsoft Power Automate

Introduction I ran into a situation where I need to edit the Multiselect optionset (choices) field in bulk. I thought it could be easily achieved by using the Bulk Edit option but there was a problem. I could not do that because when I select the records and click on Bulk edit, the form does… 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 »

Send Email with Dynamics 365 CRM record link using Compose action in Power Automate Flow

Introduction Microsoft Power Automate Flow is one of the cloud-based services which allows developers to build workflows that automate time-consuming tasks and processes across many Microsoft and Non-Microsoft applications and services. Requirement User will upload Excel file on SharePoint site which contains Product(s) name. So, all we have to check is that the same product… 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 »

How to Find Next Month and Previous Month using Power Automate within Dynamics 365 CRM

Introduction In this blog, we are checking how we can calculate the next/previous month’s date time from today’s date time or calculate the next/previous month’s date time from the selected date. There is no direct way or predefined function to calculate the next/previous month in Power Automate. However, we can achieve this process using the… Read More »

Get Accounting and Sales Data on the Same Page by Integrating Dynamics 365 CRM & QuickBooks Using InoLink

Tired of juggling between QuickBooks and Dynamics 365 CRM/Power Apps for accounting and sales data?  Searching for an easy way to keep track of accounting and sales data in QuickBooks and Dynamics 365 CRM? Then your search ends here! InoLink – a cloud-based productivity app that integrates Dynamics 365 CRM/Power Apps and Intuit QuickBooks –… Read More »

Locational Intelligence Simplified: Unpacking latest enhancements in Maps integration within Dynamics 365 CRM/Power Apps December 2020 release!

“Perfection is not attainable, but if we chase perfection, we can catch excellence.”On that note, it’s time to welcome another step towards excellence with the latest Maplytics December 2020 release! In this webinar, we will navigate the latest enhancements made to the most popular features of Maplytics – Auto Scheduling, Territory Management, PCF controls, and… Read More »