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 »
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 »
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 »
Introduction In this blog, we will explore how we can retrieve Dynamics 365 CE Entity/Table Metadata using Power Automate (Microsoft Flow). In some scenarios, we need to retrieve the entity metadata. For example, let’s say we want to get the Primary Attribute/Column’svalue of the entity which is selected in the ‘Regarding’ field of the Email… Read More »
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 »
“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 »
Introduction In our last blog, we saw How to set or map null value in Lookup Field using Power Automate CDS Connector. In this blog, we will explore How to set the Owner field dynamically using Power Automate. Scenario: On the Contact entity, there is an owner field and we want to set the same… Read More »
Introduction In the previous blog, we obtained the response from the Relevance Search API request through Power Automate Flow. In this blog, we will use that response in the Canvas app. We will see how we can leverage the potential of Relevance search in the Canvas app. If you are not familiar with how to… Read More »
Introduction Relevance Search has been there for a while in our Dynamics 365 CRM that provides access to exciting new search capabilities in the environment. However, before you use this feature, an administrator must enable relevance search in target environment. Using relevance search we can search across multiple tables/entities, sorted by relevance. Let us say… Read More »
Introduction In this blog, we can see how we can convert DateTime type field to the various format using formatDateTime function. Please find the syntax of formatDateTime function: formatDateTime(DATE_TIME_VALUE,DATE_TIME_STRING_FORMAT) Scenario: One of our clients wanted to see the last modified date and time of individual Account record. Also, he wants to see this modified date… Read More »