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Category Archives: Power Automate

Display Month in Text Format Using Power Automate

Introduction: Using Power Automate we can format date in various formats, however we had a requirement to populate date in document in  June 10,2020  format. Solution: Here is how to achieve the same. In this example I am formatting the System date which is obtained from function utcnow(). formatDateTime(utcNow(),’MMMM dd, yyyy’) Output: If you do not … Continue reading Display Month in Text Format Using Power Automate

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Close Quote When DocuSign Envelope is Completed Using Power Automate

Introduction: When your CRM and DocuSign are not connected, yet you wish to automate Closing Quote and saving your file in SharePoint, you can do it. Here is how: Your DocuSign is not connected to CRM so your first aim would be to obtain the Quote ID. This can be achieved if you populate the … Continue reading Close Quote When DocuSign Envelope is Completed Using Power Automate

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Format Number in Power Automate

Introduction: While working on populating word template using Power Automate, I came across another requirement where I needed number to be populated in currency format and that’s when the Format Number action was useful. Steps: Add the Format Number Action Here, the number is your input. You can choose the available format or add custom … Continue reading Format Number in Power Automate

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Get Count of records from Common Data Service Connector in Canvas Power App

Like in Dynamics 365, you see a total number of records under a view. And you want similar in a Canvas PowerApp too. Here’s a simple tip to do so – CountRows() method It’s pretty simple. Using CountRows(source) method, you can get the count of records in the Source. In this case, it’s the CDS … Continue reading Get Count of records from Common Data Service Connector in Canvas Power App

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Save Populated Word Template Content in Variable Using Power Automate

Introduction: We had a requirement where based on switch case condition, we had to populate different word templates. Power automate Action used was Populate a Microsoft Template. Since we did not want write the actions check SharePoint folder and create file in SharePoint with populated template content, we tired to store the content in an … Continue reading Save Populated Word Template Content in Variable Using Power Automate

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Create and Populate Word Template Using Power Automate

Introduction: We are aware of dynamics 365 CRM’s Document template functionality. However document templates do not need XML Mapping which limit the fields that we can populate in template. SO here’s a way to use Power Automate and SharePoint and implement the Document template functionality. Steps: Create Word Template with content controls and Upload to … Continue reading Create and Populate Word Template Using Power Automate

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Populate Repeating Control of Word Template using Power Automate

Introduction: Power Automate makes it easy to populate word template, we can have table (Repeating control) that can be populated using Power Automate, For information on how to create and Populate Word Template- Refer my Blog: Create and Populate Word Template Using Power Automate Steps: Create a table and add content controls for each cell. … Continue reading Populate Repeating Control of Word Template using Power Automate

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Terminate Power Automate Run

Introduction: In one of our recent requirements, we had Switch case in Power Automate and then actions to be done based on the variable populated in the Switch case. If any of the case was not satisfied, we did not want to the actions after the Switch case to be performed. In such scenarios, Power … Continue reading Terminate Power Automate Run

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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 … Continue reading Create Guid In Ms Flow

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[Solved] Date Field Shows Wrong Date in Power Automate

Introduction: We recently noticed the Power Automate Trigger body showing a date prior to the date selected in CRM. This behavior was not expected because the field was set to Date Only and so the time zone would not cause this problem. However, after discussion we found that : The behavior of field was set … Continue reading [Solved] Date Field Shows Wrong Date in Power Automate

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