Introduction: Service Provider companies manage cases to provide support or service to customers with resolution to the incident reported by the customer. With the help of automatic record creation and update rules, external source data can be captured to create Dataverse records which help to reduce manual efforts and improve the efficiency of service. For example,… Read More »
Introduction In this blog, let us explore how we can dynamically retrieve the attachment files from notes and then send that attachment via email. To achieve the above requirement we have created one Power Automated Flow as follows: Step 1: Create one automated flow that is triggered on the Account entity record of the Create, Update, and… Read More »
Introduction Currently everyone want mobile app for doing any work. To build a mobile app in Dynamics 365 CRM the Canvas App is the better option. Canvas App is a no-code/low code business app where you can design the app by dragging and dropping elements onto a canvas. To automate any process Power Automate is… Read More »
Introduction Power Automate has released many new things one of which is Process Advisor which instantly collects precise stages for each process in your company, allowing you to better identify where workflows could be optimized. Some more benefits of Process Advisors are as follows, Determine which tasks take the most time Find out which activities… Read More »
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 Canvas App is no code/low code business app with which you can design an app by dragging and dropping elements onto a canvas. It is used to build mobile apps along with many functionalities. Recently, we had a requirement to create a feedback app for which we used Canvas App. As this app will… 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 »
Introduction In the recent release, Microsoft has provided the ability using which we can perform different CRUD operations using Portals WEB API. The operations will run at server-side and are similar to Dynamics Web API Operations but the difference is in the way it is written and called in PowerApps Portals. If you have a… 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 »
Custom Actions are one of the most useful methods of creating custom messages in Dynamics 365 CRM. Custom Actions enables us to create our own messages where we could register the plugin step the same way we register the Plugin step on Create, Update, Qualify Lead, etc. messages. Microsoft has now brought an extension for… Read More »