Category Archives: Power Automate
Problem Statement: We wanted to run an action on all the selected values in a multi select option set(choice).We get the data in a comma separated string. Solution: 1.When we get the values in comma separated values, we will need to convert the string to an array format. Formula: array(split(Input comma separated data),’,’)) 2. Get … Continue reading Loop on Multi Select Option Set Values Using Cloud flow
If you want to keep track of the Commits of any Critical Project and want to discuss with your Project Team Member regarding commits made on TFS. We can create a flow that will post the Commit details of that Critical Project on your Project Channel. Step 1: Create a Team and a channel to … Continue reading Post Message in MS Team when Code is Checked-in Azure DevOps TFS
In this blog we will see how we can sort list records in Cloud flows Lets say we want to retrieve all accounts on created by ascending. There are two ways to sort list of records in Cloud flows Order By – Fetch Xml – Order By – Use List Records step in Common Data … Continue reading Sort records in Cloud flows
Introduction: We might have a requirement to send emails from Workflow/cloud flows to Ids that cannot be resolved as Contacts, Accounts, Users in CRM. Solution: We need to make changes to system settings to allow messages to unresolved recipients In case of Workflow, directly add email address in the field( It will show ? as … Continue reading Send Email to not resolved Email Ids from Workflow/Cloud flows
Consider a case where users create a record say an opportunity. The name of the opportunity may contain special characters such as ampersand “&” and many more. This might not look like an issue, but these special characters are not accepted if you are trying to fetch a record using query expressions, that may be … Continue reading Flow to Replace Special Characters from any text Field in Dynamics 365
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