Category Archives: Power Automate

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 »

Analyze Dynamics 365 CRM/Power Apps Data with Ease Using Kanban Board!

Let’s face it – Visualization is the best way to interpret data easily. Even for experts, data needs to be displayed in a suitable form for analysis, to draw out comparisons and trends. With the huge amount of data in Dynamics 365 CRM/Power Apps, you may find it difficult to draw out conclusions from the… Read More »

SLA Pause and Resume Enhancements in 2020 Wave 2 Release

Introduction As we know, we can pause and resume the SLA based on the Status Reason field of an entity by configuring Service Management settings. Here, you can see the below screenshot from Service management>>Service Configuration Settings But this option was only limited to the “Status Reason” column of any entity. If you wanted to… Read More »

How to set Owner field dynamically using Power Automate CDS Connector (Current Environment)

Introduction We previously experienced How to set or map null values in the Lookup Field using Power Automate CDS Connector. Let us explore How to set the Owner field dynamically using Power Automate. Scenario: On the Contact entity, there exists an owner field and we want to set the same owner (which can be a user… Read More »

Get your own ‘ctrl+z’ button to Undo & Restore changes in Dynamics 365 CRM/Power Apps records with just a single click!

A Preferred App on Microsoft AppSource – Click2Undo is a productivity app for Dynamics 365 CRM/Power Apps that has combined features of the ‘ctrl+z’ button and recycle bin. You can undo the last changes made to the record(s), undo changes made in the past or restore deleted record(s) in Dynamics 365 CRM/Power Apps with just… Read More »