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 →

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 →

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 →

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 →

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 →

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 →

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 →