Tag Archives: Power Automate Flows

Building and Editing Power Automate Flows with Copilot’s Help

If you’ve already experienced creating a Power Page with Copilot, great! If not, click here to get started. This blog will now explore how Copilot collaborates with Power Automate and outline the necessary configurations or settings to enable Copilot in your environment. In our daily routines, automation has emerged as an essential component, offering time… Read More »

Use of Custom API in Power Automate Flow

Introduction As seen in our previous blog, we can create a custom API that can be triggered in Dynamics 365 CRM Workflows. But since Microsoft is moving away from Dynamics 365 CRM Workflows to Power Automate Flows, we should too. So, in this blog, we will see how to use the same Custom API in… Read More »

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 »

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 set or map null value in Lookup Field using Power Automate CDS Connector (Current Environment)

Introduction Power Automate is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers’ help. In this blog, we will explore how to set a lookup field as null while mapping the Lookup field with another record’s lookup field which has null value. We can… Read More »

Power Automate: Send an email using the Email Template – Part 2

Introduction In our last blog, we saw how we could create Power Automate Flow to send an email using the Email Template. We used “SendEmailFromTemplate” action to send a single email. Now, in this blog, we will see how we can send bulk email messages using the Email Template. Let us say, we want to… Read More »

Power Automate: Send an email using the Email Template – Part 1

Introduction During an online conference with Power Platform experts, a technical enthusiast asked the forum, “What options do we have for emailing using the template on specific events/actions in Dynamics CRM?” A panelist answered, “We have a classic workflow with ‘Send Email’ and ‘Use Template’ action or a Plugin with ‘InstantiateTemplate’ and ‘SendEmail’ requests for… Read More »

Building Custom Connectors for Power Apps and Power Automate Flows – Part 1

Custom logic has until now and still being developed mostly as plugin or workflow assemblies. If you wanted to extend the default behavior of the platform on certain actions like create or update record, you developed either a plugin or workflow and then had to use the Plugin Registration Tool to register this on the… Read More »