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Convert Your Complex Workflow to Power Automate with Two Easy Steps

While creating a new Background Workflow, we all have noticed the below message. Microsoft Flow( Power Automate) is a growing platform with a variety of new connectors getting added overtime. However, we all are aware that Workflows have a great capability when it came to including steps like Call Plugins, Workflow Assembly. And thus, when … Continue reading Convert Your Complex Workflow to Power Automate with Two Easy Steps

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Clean Up of Data in D365 CRM

Problem Statement: Data Cleansing is always considered as a tedious task. When we have a look at our CRM systems we might find data full of duplicates, test records or blank records. A well defined approach comes in handy to systematically clean up your data. Below is the approach to clean Account data in dynamics … Continue reading Clean Up of Data in D365 CRM

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How to: Create a Bot using Power Virtual Agents

Introduction : Power Virtual Agents help us build simple and easy bots which can be integrated with websites, Microsoft teams, etc. Here are the steps to create a bot using PVA. Login to your environment in https://powervirtualagents.microsoft.com/en-us/ The pop up for create new bot will be visible, name the bot and create. Go to Topics … Continue reading How to: Create a Bot using Power Virtual Agents

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Convert your FAQ’s Page to a Bot using Power Virtual Agents

Posted On March 13, 2020 by Rilsina Pegado Posted in

Introduction: FAQ’s are meant to provide easy answers to User questions, but not always will the user like to read the entire FAQ page, in such situations we can provide the users with a BOT to answer their queries. This can be done using Power virtual Agents. Follow this simple steps to create your bot. … Continue reading Convert your FAQ’s Page to a Bot using Power Virtual Agents

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Clear DateTime Field using MS Flows

Introduction:   We had a requirement, where using MS flows, we had to set the field named Outreach which was a datetime field as blank. For a  date time field,null expression cannot be directly set and so we could not clear the existing Date in this field When I tried to set null, it failed … Continue reading Clear DateTime Field using MS Flows

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Sort on Related Column in a View

Introduction:   When we create a view, We can configure the sort but the sorting is available only for the columns which are a part of the entity on which the view is created. Eg: In the active accounts view, there is a column ” Email” which is a field from Contact Entity. If we … Continue reading Sort on Related Column in a View

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Renaming SharePoint Folder using Microsoft Flows

Introduction: Using MS Flows, On any trigger, you can add the below action to rename the SharePoint folder.   Steps: 1) In Actions, select “Send an HTTP request to SharePoint” 2) Enter the below details: Site Address: Select your site address from the list. Method: POST Uri:_api/web/GetFolderByServerRelativeUrl(‘LibraryTitle/CurrentFolderName’)//ListItemAllFields Headers: Accept application/json;odata=verbose X-HTTP-Method MERGE If-Match * Body: … Continue reading Renaming SharePoint Folder using Microsoft Flows

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Post Entity and its Relationship with Lead Entity

Problem Statement: We have a recent requirement, where we had to make an SSRS report that will display the latest post against a Lead. Post as an Entity is not visible in customization, also in advance find of Lead, we do not have any related attributes from post. This makes it difficult to generate the … Continue reading Post Entity and its Relationship with Lead Entity

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Find hidden entities in CRM using Metadata Document generator from XRM ToolBox

Problem Statement: I had a requirement where I needed to check the fields on the Entity POST, however in CRM customization, I could not find the entity POST though it was visible in advanced Find. Solution: To view all the data related to any hidden field, you can use the Metadata Generator in XRM Toolbox … Continue reading Find hidden entities in CRM using Metadata Document generator from XRM ToolBox

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Entity Relationship Behavior in D365 CRM

Problem Statement: When a user changes the owner of Lead (either because the original owner has left the company or the lead is being assigned to a new salesperson), the system changes the owner on COMPLETED activities to the new owner of the record. This is a problem because it is important that we maintain … Continue reading Entity Relationship Behavior in D365 CRM

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