Category Archives: Power Automate
Introduction : We can send email using D365 Connectors in Power Automate. To know about how to send emails, refer my blog: https://www.cloudfronts.com/send-d365-email-using-power-automate/ In this scenario where, the activity parties (TO, From, CC) ae static, we can easily send emails. However here is how we can set the activity party dynamically on the Email. Solution: … Continue reading Set Dynamic Recipients of D365 Email in Power Automate
Introduction: While using Power Automate actions, you may need to retry or set timeout for your actions. Solution: For Create, Update, Delete, Send HTTP request, Do Until Actions, simply go to Settings In Settings, you will find Timeout and Retry Policy options. Time Out: For the duration specified, the action will wait and then time … Continue reading Time Out and Retry Policy in Power Automate
Problem Statement: We need to update the BPF and move to the next stage using Power Automate. The change to BPF should happen after the DocuSign Envelope is Sent. In our scenario, DocuSign and CRM are not integrated and so we will be using Power Automate to help us achieve the task. Solution: When DocuSign … Continue reading Update BPF using Power Automate when DocuSign Envelope is sent
How to bring in Project Task field from Resource Requirements to Time Entries if imported via, Bookings.
Import Bookings is one of the important features provided by PSA for users to do Time Entries quickly and efficiently. An issue faced while using this functionality is the Project Tasks are not imported with the Bookings Records (As Shown in the Image Below). A solution to this issue is two automated flows: To Bring … Continue reading How to bring in Project Task field from Resource Requirements to Time Entries if imported via, Bookings.
Using Microsoft flow you can automate and organize the flow of data between your Shopify and Microsoft D365 for Finance and Operation This the 1st part of 2. In this, I will show you how customers can be auto-created in D365 for Finance and Operation when it’s created in Shopify. First, log into Shopify as … Continue reading Integrate Customers from Shopify with D365 for Finance and Operation using Microsoft flow
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
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
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
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
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