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 →

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 →

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 →

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 →