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Category Archives: Power Automate

Dynamically storing MS Forms Drop down field values into D365 CRM Option Set using Power Automate Flow

MS Forms offers a functionality to create a dropdown field which is similar to an option set fields in D365 CRM, But when it comes to mapping or storing values between these two field things become a bit tricky. However there are a few workaround using power automate capabilities. In this blog let’s see how … Continue reading Dynamically storing MS Forms Drop down field values into D365 CRM Option Set using Power Automate Flow

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Creating HTML table using Power Automate

The Create HTML Table action in Power Automate is a useful tool, but lacks any formatting or styling options. In this blog, we’ll see how to create a HTML table in Power Automate. Use Case: When quote is marked as won, close opportunity as won and send Email to the owner of the Opportunity with below details –  Email Subject … Continue reading Creating HTML table using Power Automate

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Parallel Branching in Cloud Flow

At times, if there are some operations which your Flow wants to perform while it waits to get back, it’s best to use Parallel Branching in Flows. Here’s a quick tip on it! Scenario Some Flows need you to include Approvals or Adaptive Cards that halt the execution of the Flow until the Response from … Continue reading Parallel Branching in Cloud Flow

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Understanding Primary Key notations in Dataverse connector in Power Automate

In case it’s your first time creating a Cloud Flow using Dataverse connector and dealing with Primary Key of the Activity Type of entity, here’s a quick tip to keep in mind. Normal Entity As a creator for Flow, let’s say you have listed Records of an entity called as Accounts (out-of-the-box), you’ll notice that … Continue reading Understanding Primary Key notations in Dataverse connector in Power Automate

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Create attachments in SharePoint when email arrives

Use case – we wanted to retrieve attachment when new email arrives in outlook and create same file in SharePoint Let see how we can achieve this! Step 1 – Flow triggers on when a new email arrives trigger from Outlook connection. Step 2 – Retrieve attachments and Create file in SharePoint. Add step create … Continue reading Create attachments in SharePoint when email arrives

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PDF Action in Desktop flows- Part 2

Introduction: In this blog we will explore two PDF Actions from Desktop Flows. (1) Extract PDF file pages to a New PDF Input: Action: Output: (2) Merge PDF Files Input: The files we have seen in previous blog and this blog as used as Input. Action: Output:

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PDF Action in Desktop flows- Part 1

Introduction: In this blog we will explore two PDF Actions from Desktop Flows. (1) Extract Images from PDF Input: A PDF file with Images Action: Output: In the mentioned folder, extracted images will be saved (2) Extract text from PDF Just like we extracted Images, we extract text from PDF. Input: Action: Output: the output … Continue reading PDF Action in Desktop flows- Part 1

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Store Customer Voice Survey Response to Dataverse Custom Entity using Cloud Flow

In this blog, we will learn how to store the Customer Voice survey response to the custom entity as OOB entities which holds that response data is complex and data is stored in multiple related entities. Step 1: Create a Customer Voice Project and Survey Log in to the Customer Voice Portal and Create a new Project. … Continue reading Store Customer Voice Survey Response to Dataverse Custom Entity using Cloud Flow

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Nested IF Expression in Cloud Flow

Introduction: We have been using Action-Condition for IF in Cloud flow, while this is easy to use, it ends up making your flow bigger in size. Instead if we just need to validate conditions,  we can use expression to do the same checks. Solution: Add a compose action>> Go to Expression>> Add if() Example: If(empty(field),’No … Continue reading Nested IF Expression in Cloud Flow

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Retrieve Email Recipients(TO, CC, BCC) in Cloud Flow

Introduction: When we trigger a flow on Email Activity or retrieve email activity. However that does not provide us the recipient details of the email. Recipient details are stored as part of Activity  Party. In this blog, we will understand how to retrieve the Email Recipients from the activity party of the email. Solution: From … Continue reading Retrieve Email Recipients(TO, CC, BCC) in Cloud Flow

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