Continuing with the series on Custom Connector, today I touch upon output results of your actions. If you have worked with any of the existing connectors including Common Data Service connectors, you will notice that when you choose an action like List or Read, the CRM record object returns individual field values of the record… Read More »
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 »
Introduction Whenever we want to extract part of a string, a common question comes to mind -how do we achieve this? In Power Automate, previously we used to write some expression manually like split, substring and so on. But now, in the recent update of Power Automate, it now gives you prebuilt actions for text/string… Read More »
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 »
Introduction What options do we have for sending an email using the email template on specific events/actions in Dynamics CRM? We have a classic workflow with ‘Send Email’ and ‘Use Template’ action or a Plugin with ‘InstantiateTemplate’ and ‘SendEmail’ request for this. Now we can do the same thing using Power Automate as well. This… Read More »
With our Azure function ready in the earlier post. We now look at the steps to create a custom connector for this Azure function. Do remember, we have enabled AAD authentication for our Azure function. The APP registration provided while enabling AAD authentication was set for multi-tenant authentication. While we have an easy way to… Read More »
Introduction When it comes to Customer Service, the SLA plays a very crucial role to track performance against Key Performance Indicators (KPIs). With the Dynamics 365 CRM web client interface, we used to configure KPIs with traditional workflow actions when SLA is violated like send an email to agents if SLA is failed or warned.… Read More »
Microsoft Power Automate Flows are the recommended path forward for extending business logic that traditionally was extended using Plugins and Workflows. For code execution trigger we were only offered message as an option and in case of the update message a step forward to choose the fields that need to be updated for the plugin… Read More »
Business Process Flow helps business visualize their process flow on the Dynamics 365 CRM records and see the progress and the current status of the record along the process. Business processes often require automation of certain actions upon achieving certain stages of the process. With this in mind Microsoft included the ability to invoke. 1.… Read More »
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 »