Category Archives: Dynamics 365
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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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 Follow the numbers sequence in the below screenshot for the steps. After you click go to Authoring canvas, you can add messages, actions or call flows. This is where you write the responses and actions of your BOT, Topic Checker displays errors if any. You can test the Bot by clicking on “Test Your bot”, left bottom of the browser.You can check the working and update the bot topic while testing by enabling the “Track between topics”. Conclusion: Publish the bot and click on demo website to the actual working of your Bot
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Get RSS Notifications to phone for important blog posts using Power Automate
RSS is powerful and taming it wisely really helps! 🙂 Here’s an example where I used it to get a notification whenever a new blog was posted by Microsoft in their Dynamics 365 Blog page. It is my attempt to stay updated on the latest posts so that I don’t miss anything. Scenario Let’s say, for example, this is the website I want to read RSS feeds from. So click on the RSS icon – https://cloudblogs.microsoft.com/dynamics365/ Copy the URL from the Feed page Build your Power Automate Start by building your Power Automate, you can select the Trigger as RSS. Paste the URL copied from your RSS source above, and then add a step to send a Notification. You can have anything here, it’s up to your use case of what you want to do with the Power Automate further on. Getting RSS Feeds on Phone using Power Automate Now, once all this is set, here’s how I’ll get notifications on the phone once I have Power Automate setup and authenticated to the correct environment of Power Automate. Whenever there’s a new blog posted on https://cloudblogs.microsoft.com/dynamics365/, I get a Power Automate notification on the phone like this And when you click on it, you’ll see what has been posted, it will open up in the Power Automate app And when you click on the link, it will take you to the actual blog Post Hope this helps you in your application or use case! Cheers!!
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Create To Do Items of Important Emails using Power Automate
Since Power Automate is so powerful that you can creatively use it to improve your productivity at work. Here’s an example of how you can utilize a scenario where you need a quick checklist to make sure you respond all important emails for the day. Power Automate You’ll need to create an Automated Power Automate and select the trigger as Office 365 Outlook. Select ‘When a new email arrived (V3)’ from the same and make sure you only select the High Importance marked emails Next step, create a To-Do Item. Select the List you have created. In my case, I created a separate list called ‘Respond Important Emails’ And the step to configure the To-Do List item should be like this – In the above picture, I’ve made sure I select the correct List I want to create a To-Do in.And to give myself some time, I’ve added a reminder time of 2 hours from the time this Flow/Power Automate will run i.e. when the email will come in – How it works Now, when an Important email will arrive in my Inbox as below – Power Automate will create a To-Do in my created List And it will look like this – Also, the reminder is set to remind me 2 hours post the time the To-Do item was created. Just in case I’m into something else, I’d set myself a reminder. Hope this helps! And you can use your creativity to improve your productivity!
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Expose a CRM Entity to Make API Calls in Dynamics 365 Portal
Sometimes we may get scenario wherein we have to make API calls to an entity from dynamics 365 Portals, so here is my blog that will guide you step by step to how to achieve the same. In CRM navigate to dynamics 365 Portals as shown below. Click on entity list as shown below Click on new as shown below. Enter name in the name field. Select the entity to which you have to make API request. Select website. Click on add view and select view. Click on save and save the record. Now click on OData Tab Select Enabled. Select Enabled. Now Select view (Note: Only the fields in the view will be exposed to the API). To access API use https://domain/_odata/GetAccountsData By accession above URL in browser you will be able to reterive data from Account entity.
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Unit Of Measure Issue in D365 Commerce (Retail)
When a product can be sold, purchased or stored in more than one unit of measure, it’s important that you set up the correct unit of measure conversions. I recently came across an issue where the unit of measure conversions I created in HQ was not showing up on POS. As you can see in the above image I kept receiving this error. Finally I fixed it after a lot of research and trials. The issue was very minor but it took a lot of time to detect it. Go to units and make sure the language selected in Translated unit descriptions is similar at store level and in workers form as well and then you should not face this issue Hope this helps!
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Customize Opportunity Close Dialogue Box
Go to Admin settings. Click on system settings After clicking on System settings, a popup opens, click sales tab as shown below. Select Yes in Customize close opportunity form and click ok, refer below image.
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Choose which All Records To Create While Qualifying Lead
Go to Admin settings Click on system setting After clicking on System settings, a popup opens, click sales tab as shown below. Now, select no for Qualified lead experience refer below image.
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Delete multiple CDS records from Grid using PowerApps.
Introduction: In this blog, we will learn how to Delete multiple records of CDS from the Grid. Use Case: We have a requirement where there is a Grid of CDS Data Source, on clicking the Delete Icon on top of the Grid, it should delete every record which is selected through the checkbox which is there on every record of the Grid. Solution: Steps to be followed: 1. There is a Screen on which there a Editable grid of Quote Product Entity. To Create an Editable Grid refer to the following link. https://www.cloudfronts.com/create-an-editable-grid-view-in-powerapps/ To add Lookup Fields in the Grid refer to the following link. https://www.cloudfronts.com/add-lookup-fields-in-an-editable-grid-using-powerapps/ 2. This is the grid with a checkbox. 3. To delete selected records, first create a Collection: OnSelect property of the Delete icon: Set DeleteIcon.OnSelect = ClearCollect(<VariableName>,Filter(<GalleryName>.AllItems,<CheckBoxName>.Value = true )) For eg: DeleteSelectedRecord.OnSelect= ClearCollect(SelectedQuoteProductDelete,Filter(GalleryQuoteProduct.AllItems,CheckboxQuoteProductGallery.Value = true)) 4. When we select the Delete Icon, it will collect all the records where the Checkbox is selected. 5. To delete the records from the CDS, set the OnSelect property of the Delete Icon to the following formula: OnSelect property of the Delete icon: Set DeleteIcon.OnSelect = ForAll(<CollectionVariable>,RemoveIf(‘Gallery Data Source’,<GUID you want to delete>)) For eg: DeleteSelectedRecord.OnSelect = ForAll(SelectedQuoteProductDelete,RemoveIf( [@’Quote Products’], ‘Quote Product’ in SelectedQuoteProductDelete[@’Quote Product’] )) 6. Combine the Whole formula in the Set OnSelect property of Set DeleteIcon : For eg: DeleteSelectedRecord.OnSelect = ClearCollect(SelectedQuoteProductDelete,Filter(GalleryQuoteProduct.AllItems,CheckboxQuoteProductGallery.Value = true)); ForAll(SelectedQuoteProductDelete,RemoveIf([@’Quote Products’],’Quote Product’ in SelectedQuoteProductDelete[@’Quote Product’]) ) Conclusion: Hope above Blog helps you delete multiple records of CDS from the Grid.
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Hide certain Field of the form depending on Security Role of the User using PowerApps.
Introduction: In this blog, we will learn how to hide fields from the form based on the Security Role of the Logged in User. Use Case: We have a requirement where there are some Fields in the form, which should be hidden to the users who does not have the Security Role as Manager. Steps: 1. This is the form of Quote Product. We want to hide the Price Overriden field from the form to certain Users. 2. To hide the field, click on the DataCard. Visible property of the DataCard: Set Price Overridden_DataCard.Visible = If(LookUp([@’Security Roles’],Name = “Manager”,Role) in Concat(LookUp([@Users],’Full Name’ = User().FullName).’Security Roles(systemuserroles_association)’,Role & “;”),true,false) Conclusion: Hope the above Blog helps you to hide fields from the form based on the Security Role of the Logged in User.
