Category Archives: Power Automate

Creating Activities using Power Automate Flows now possible!

Introduction Power Automate is the next big thing for Microsoft as it helps to perform automated actions and operations without requiring pro-dev capabilities. The power of the flow however, depends on how comprehensive the connectors are. Microsoft has been working to enhance its connectors for Dynamics 365 CRM. This journey started with the release of… Read More: Creating Activities using Power Automate Flows now possible! »

Child Flows to the rescue!

Introduction In the earlier blog, I was looking to show an end-to-end flow using Canvas Apps & Power Automate flows. I wanted to include a call to an Action created in Dynamics 365 CRM to complete the picture. But I was not able to include the Power Automate flow in the Canvas App if the… Read More: Child Flows to the rescue! »

Interacting with Power Automate Flows from Power Apps – Canvas Apps

Introduction It is well-known that Power Automate is a low-code, no-code solution to automation with various triggers that it supports including Event driven, HTTP request, Timer/Scheduled and Manual flows. Manual/Button flows help in designing powerful Canvas Apps that can offload complex logic executions to flow while focusing on user experience of the app. In this… Read More: Interacting with Power Automate Flows from Power Apps – Canvas… »

How to get Paging Cookie while retrieving data using Fetch XML Query in Microsoft Flow

Introduction Microsoft Flow is bringing new connectors day by day to ease the life of its users. With the new connector for Common Data Service, while performing the List Records action, now we have the provision to use Select Query, Fetch XML Query and Skip token, rest of the other things remaining the same. Today,… Read More: How to get Paging Cookie while retrieving data using Fetch… »

How to run Microsoft Flow through Custom Ribbon Button using http request

Introduction: Microsoft Flow is a Microsoft service which works as middle ware in different platforms and allows to perform many operations in Dynamics 365 CRM that is similar to workflows. In this blog, we will see how we can run the Microsoft Flow directly from the custom button of Dynamics 365 CRM. For example, we… Read More: How to run Microsoft Flow through Custom Ribbon Button using… »

Working of ‘Delay Until’ Microsoft Flow component with different Dynamics 365 CRM Date behaviour

Introduction Introduction of Microsoft Flow for Dynamics 365 CRM has extended the functionality of Dynamics 365 CRM thereby allowing it an easy way to interact with other systems or include features which required much more custom development. It is also considered as an advanced version of Workflow where we can achieve tasks which were difficult… Read More: Working of ‘Delay Until’ Microsoft Flow component with different Dynamics… »

How to use Scope with Common Data Service in Microsoft Flow

Introduction As we know in Dynamics 365 CE, the record access level plays a very crucial role, because it helps users to limit the access to the records in the Organization. This access of records can be to whole Organization, Parent: Child Business Units, Business Unit and User level. In the same way we can… Read More: How to use Scope with Common Data Service in Microsoft… »

Automate Quote Approval Process in Dynamics 365 CRM using Microsoft Flow

Introduction Microsoft Flow helps us to automate everything – from simple notifications to complex business processes with defined steps and stages. By using Approval process you can manage the approval decision of invoices, leads etc. from the higher level management in the organization. In this blog, we are going to explore how to automate Quote… Read More: Automate Quote Approval Process in Dynamics 365 CRM using Microsoft… »

How to replace Single Quote from attribute in Microsoft Flow

Introduction In one of our blogs we have seen how to update existing records in CDS (Common Data Service) using Microsoft flow in Dynamics 365 CRM. But recently we came across a scenario where we wanted to update a Contact record based on First name, Last name & EmailAddress using Microsoft Flow. However, while retrieving… Read More: How to replace Single Quote from attribute in Microsoft Flow »

Power Platform : How to extract Form document data using AI Builder and Microsoft Flow

Introduction In our day to day business processes, we can use Artificial Intelligence to advance business operations. The AI Builder (preview feature) is the new Power Platform feature that allows us to use Artificial Intelligence to easily automate our business processes and predict outcomes. AI Builder currently supports four types of AI model, Form processing… Read More: Power Platform : How to extract Form document data using… »