Create Guid In Ms Flow
Have you faced a situation where a you need to create Guid for a record while working with Power Automate?? As we all know Guid is auto generated by CRM in most cases. So in case you wan to generate a Guid using Power Automate Here is the Solution: Add compose in flow and Add guid() in expression. Output: In this way we can generate Guid in Ms flow Hope this helps !
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Set Name Format In D365 CRM
Introduction: In some scenarios, we might need that Full name of Contact Person should be Last Name and then First Name. In this blog we will see how to change the Format of Full Name for Contact Entity. Step 1: Go to Advanced settings -> Administration -> System settings Step 2: Open System settings -> you will see Option to select different Name format -> Select Format you want and click OK. Step 3: here is the short Demo: I have created a Contact with First Name as Jon and last Name as Paul Below is the Output: Note : This can not be exported into Solution. I hope this blog will help you to format Contact’s Name
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Remove Commas from whole number field in CRM D365
Introduction: In this blog we will see how to remove commas from whole number field. Use case : we were using the whole number field but after creation we noticed that there is comma in numbers. Solution: Step 1 : go to settings -> click on settings icon -> Options Step 2: After clicking on Options, below screen will be displayed. Click on Formats -> Customizations After clicking on Customizations, in Digit group , select Options and click OK. click OK. Output:
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Sitemap changes are not moving to UAT ?
Use case : We were trying to deploy the solution from dev environment to UAT but Sitemap changes were not moving to UAT. Solution : after RND we noticed that App extension for that particular app were not present in the solution Then we tried to add app extension and it is working To add app extension Go to solution-> click on the component -> client extension and add extension for your app. Now Save and Publish. And try to deploy the solution. I hope this helps you while deployment of apps.
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Ms Flows are not getting triggered ?
Introduction : In this blog, we will see, why the Ms Flows are not getting triggered after Completion full copy of the environment. Use Case : It was requirement of our Project to Copy UAT environment To Dev but after Completion of full copy, None of the Flows in Power Automate were getting triggered. We tried the below solutions : Import and Export the flows and Change the Environment of the flows but this also failed. Created a new Flow, but this also failed. Solution : Go to the https://admin.powerplatform.microsoft.com/ -> Select Environment -> Edit and Check the Administration Mode of the Environment. Note : The Administration mode of the Environment should be disabled. If the administration mode is enabled, all the Asynchronous Processes will not get triggered. Conclusion: By doing this we were able to trigger the flows. Hope this will help you while Copying one Environment to the Other.
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Save standardized PDF documents from D365 Sales into Microsoft SharePoint Released in Wave 1 2020
Introduction : This Blog will explain about Saving PDF documents directly to SharePoint in a Single Click and this is available for entities listed below only Account Contact Opportunity Lead Quote Order Invoice Steps to enable Entities for PDF generation: Note : Before starting make sure wave 1 2020 feature is enable in Sandbox. Go to Sales hub -> App settings -> and Convert to PDF. 2. Click on Manage -> Enable entities and save. PDF Creation: Once we have enabled entities, “Create PDF” button will be enabled as shown below : 2. When you click on Document , option will be shown to save the document in SharePoint. If we want to save the Document , Click on Save. Else Document will be downloaded. 3. We can view the saved Document by browsing to Related>>Documents in Dynamic CRM. Also we can view the Documents in the SharePoint. Conclusion : This feature will be helpful for Sales Team to increase Productivity.
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“You are not authorized to send mail on behalf of the specified sending account.” – Resolved.
Introduction: We had requirement where we wanted to send Email using Power Automate. We had already implemented this using Work Flow. While implementing this using Power Automate, we started receiving mentioned issue “You are not authorized to send mail on behalf of the specified sending account.” We had similar issue while implementing the same using Work Flow, But it did not work for the Ms Flow, after doing RND we came to know that we need to give permission to send the mail on behalf of another user. Solution : Please follow the below steps to give permission to specific user. Step 1: Go to Admin Center -> Select Exchange Admin Center. Step 2: Click on Recipients and Select User you want to give permission and follow the steps as shown below. Step 3: In this scenario, We wanted to send Email from Admin on behalf of Support User. Below are the Steps to Give the Permission: i. Go to mailbox delegation. ii. Click on the “+” icon and add User from which you want to send Email. In this scenario, we wanted to the send Email by Support. So, add Admin into Send as and Send on behalf and Full Access. ->Save and try to run the flow. Hope this will help you while sending an Email on behalf of the another User.
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Conversion of Time and Date in MS flow
Introduction We had a requirement where we wanted to create a price list with current date time with respect to current country. In this blog we will use the OOB date conversion functionality. Use Case : (UTC with ) We created a flow where we had used UTC now functionality but this was returning the value time value with -5.30 hours. After doing RND I come to know that it automatically adjust the time using our time zone. As you can see in the below screen shot. Solution: To over come with this issue we need to use the inbuilt functionality convertTimeZone. It takes below parameter Sr No Parameters Example Explanation 1. <timestamp> Utcnow() It is a string or function which contains the timestamp 2. <sourceTimeZone> UTC The name for source time zone . We can write source time zone which we want to convert into 3. <destinationTimeZone> India Standard Time The name for the target/destination time zone. In this case we want to convert UTC into India Standard Time. So the India Standard Time is a destination TimeZone 4. <format> dd/MM/yyyy HH:mm Its a format in this case we wanted to convert into date and time dd/MM/yyyy HH:mm As you can see in the below screen i have converted UTC to India time zone. convertTimeZone(utcnow(),’UTC’,’India Standard Time’,’dd/MM/yyyy HH:mm’) Result: As you can see in the below screen shot it shows the date time in the mentioned format or you can say indian format. Conclusion: Hope this will help you to over come the time zone issue while working with different country time. For more Time Zone conversion refer : https://docs.microsoft.com/en-us/previous-versions/windows/embedded/gg154758(v=winembedded.80)?redirectedfrom=MSDN
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Calculated Field in Dynamic 365 CE
Introduction In this blog we will see how to use Calculated field. Use Case : Its common requirement of Project to set calculated date to specific date field by adding or Subtracting the no. of days. Implementation : Step 1: Let say we have date field in an Account Entity. Step 2: Create one more date field with data type as date with field type as calculated field. Select field type -> Calculated -> Edit Step 3: Click on Edit. and add condition. In this scenario , I want to add 3 days to the selected date which is date created field. So the condition is if current entity date created field contains data And then add action. Save and close Result :
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How to map Signature field into Word template
Introduction : As we know , signature field with pen control can not be mapped directly into word template. This blog will explain how to map signature field into word template. Implementation : Steps to Add Signature Field Step 1 : Create signature Field with data type multiple line of text and maximum length 15000 Step 2: Then in the field properties -> control -> select Pen Control and Add. In word template ,signature field will map as a text field which contains base 64 separated by comma. As shown below. Steps for resolution: Step 1 : To map signature field in picture format in word template , create new field signature text with data type multiple line of text and maximum length 1048576. Step 2 : Write plugin. Plugin will trigger on create of record and update of signature field. Plugin Explanation : Plugin will retrieve the value of signature and separate ” data:image/png;base64 ” string followed by “,” (comma) and save remaining text in newly created signature text field. Plugin Registration: Register a plugin on create and update of account entity 2.Plugin Code void SignatureUpdate(Entity account) { tracingService.Trace(“postmsg : ” + account); string signaturetext = string.Empty; string attributeToUpdate = string.Empty; Entity AccountUpdate = null; try { AccountUpdate = new Entity(); AccountUpdate.Id = account.Id; AccountUpdate.LogicalName = account.LogicalName; if (account.Contains(“new_signature”) && account[“new_signature”] != null) { signaturetext = account.GetAttributeValue<string>(“new_signature”); attributeToUpdate = “new_signaturetext”; AccountUpdate = ProcessSignature(signaturetext, AccountUpdate, attributeToUpdate); } service.Update(AccountUpdate); } catch (Exception) { throw; } } public Entity ProcessSignature(string signaturetext, Entity Account, string attribute) { //to split base64 and remaining text string[] substring = signaturetext.Split(‘,’); Account[attribute] = substring[1]; return Account; } 3. build the code and update assembly and trigger a plugin And upload this template . Result :