Category Archives: Power Automate
Post Message in MS Team when Code is Checked-in Azure DevOps TFS
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 post the Checked-in Details. Here I have created a Team with the name “Project Team” and a separate channel “Azure DevOps” to post all the messages related to Development and DevOps. Step 2: Create a Cloud flow to post Message when someone commits any changes in Azure DevOps (TFS) Search for Azure and select the triggering condition as “When code is checked in (TFVC)” Configure the Triggering block with Project for which you want to post a message to MS Team. If you want to track the commits of any specific user then you can set a user in Team Member otherwise it will post a message for all checked-in commits made by all Project Members present in Member. Now, we will add Post a message (v3) block in Cloud flow. Make sure that you should select the right channel while configuring the post message block, after configuring your block it should look like the below screenshot: Save the Cloud flow and Test it by making commits from your Visual Studio or Azure DevOps from the browser. Testing. Here, I will make commit using Visual Studio: Result
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Sort records in Cloud flows
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 Service Connector where all you need to specify is field schema name and Order (Asc/ Desc ) Syntax – Schema_Name asc/desc 2. Fetch XML We can use Fetch XML to retrieve only the attribute that you need based on Condition that can be easily added using advanced find. While adding condition we can specify the order in Fetch XML 1. Click on Configure Sorting 2. Add Sorting – Sort By -> Ascending Order and then download Fetch XML. Below is the downloaded Fetch XML – 3. Use this Fetch XML in Flow Hope this helps !
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Send Email to not resolved Email Ids from Workflow/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 it is not resolved address) For Cloud flow, in create a new email record, click on “Switch to Input entire array”, populate the email in addressused field. This will let you send emails to an unresolved email address.
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Flow to Replace Special Characters from any text Field in Dynamics 365
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 Fetch XML or any other. What to do in such case. There are certain ways in which this issue can be resolved. Replace the Special Character Using Variable in the flow itself. Replace the Special Character in the Record. Or Skip the Special Character. Let’s have a look on how to Replace the Special Character in the Record.Consider an Opportunity Record with name as Given Below. As we see that there is an “&” in the name – “COCS – Planning & Discovery“. This can be a cause for a Bad Request error while fetching this record using query expressions. Solution: – The Flow will run the flow when an Opportunity is Created. The Flow will get the Topic of the Opportunity. The Flow will Check if the Topic Name Has Any Special Characters If YES The Flow Will check which Special character it is and replace the Topic name Accordingly. After the name is being updated the flow will Update the Opportunity Record. If NO The flow will terminate successfully. Let’s Begin with the Flow Implementation. Process Flow: – Step – 1 The Flow will trigger when an Opportunity is being created. Step – 2 The Flow will get the Created Opportunity Record. Step – 3 Also we need to initialize an array of Special Characters as given below Step – 4 I have used a Special Character Array “createArray(‘&’,’|’,’/’)” according to my requirement for all special characters you can go with the below expression. Step – 5 “createArray(‘.’,’@’,’ß’,’²’,’³’,’µ’,’`’,’´’,’°’,’^’,’=’,'(‘,’)’,’&’,’$’,’§’, ‘~’,’#’,’%’,’*’,’:’,'<‘,’>’,’?’,’/’,’|’,’ ‘) “ Step – 6 The Flow will check if the Topic has any special characters. Step – 7 If Yes, it will replace & with “And” using the Filter query “replace(variables(‘Topic’), item( ),’ and ‘)” Step – 8 Lastly the flow will update the Topic of the Opportunity. Results Hope This Helps !.
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Set Dynamic Recipients of D365 Email in 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: The create a record of Email message is as below, here we are entering the attributes of activity party, by clicking on “Switch to Input entire array” You will get the Array format, the participationtypemask is TO, FROM,CC while the partyid@data.bind is the email address. Now all you need to do is create a dynamic array, You can use append to array variable action to create an array with participationtypemask as per your requirement, pass this array as input to the Activity Parties field in create an email record.
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Time Out and Retry Policy 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 out. Here P1D means 1day. For minute- specify P1M and S for Seconds. Retry: You can set the retry policy. There are 4 types: Default- The default is an exponential interval policy set to retry 4 times. None- Do not Retry Fixed Internal- Count( No of times to retry), Interval( time between retry). 4. Exponential Interval- Count(No of times to retry), Interval(Time between retry), Minimum and Maximum Interval (the Retry will happen exponentially[Increase or decrease] between the specified intervals) Eg: If Interval is 1H and minimum Interval is set to 1M- it will decrease exponentially till it reaches 1M.
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Update BPF using Power Automate when DocuSign Envelope is sent
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 Envelope is sent, trigger Power Automate by using the DocuSign connector. The Envelope event here will be Sent. Since our DocuSign is not integrated with CRM, we cannot complete the update of Opportunity, until we get the Opportunity ID. As a workaround, we have hidden the Quote Id on the Proposal during generation of proposal. On trigger of Power Automate, we extract the Quote ID from the document. To know more about it, you can refer the blog https://www.cloudfronts.com/close-quote-when-docusign-envelope-is-completed-using-power-automate/ In this blog I have directly saved Opportunity ID in Compose Action. To update the business process flow, we need to get the BPF record as below: List the Business Process Flow for the Opportunity ID. Get the Stage Id to which you want to set your business process flow and store in a Compose action. To know how to get Stage Id, refer my blog https://www.cloudfronts.com/get-stage-id-of-business-process-flow-stages/ Store the path traversed by the Opportunity in Compose. You can use the traversed path directly also. Update the BPF record Set the Active Stage and traversed path. Active Stage= processstages(ID of stage you want to set as active) Traversed Path= concat(existing traversed path,’,’,stage id)
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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 the Project Tasks from Resource Requirements Entity to Bookable Resource Booking. Hence to bring the obtained Project Tasks from Bookable Resource Booking to Time Entries. Let’s Begin with the Implementation of the solution! (Flow To get Project Tasks from Resource Requirements to Bookable Resource Bookings) Step: 1 Bringing Project Tasks from Resource Requirement’s to Bookable Resource Booking. Step: 2 Update the Bookable Recourse Booking Record with the obtained project task. Now we have successfully obtained the Project task in the Bookable Recourse Bookings Entity from the Resource Requirements, Our Next step is to Take this Project task on the Time Entries. (Flow to get Project Task from Bookable Resource Bookings to Time Entries) Step: 1 Bringing Project Task from Bookable Resource bookings to Time Entries. (Tip : It is better to check if the Project Task Field is empty or not hence we can also put a condition to do so, if the Project Task Field is empty proceed with updating the Project Task field else Terminate.) Step: 2 Get the Project Task from the Bookable Recourse Bookings. Step: 3 Update the Time Entries with the obtained Project task. Step: 4 Import Bookings and there you go you will now be able to see the Project Tasks. Hope this Helps!
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Integrate Customers from Shopify with D365 for Finance and Operation using Microsoft flow
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 Admin. Navigate to: Settings -> Notifications -> Webhooks (Scroll to the end) -> Create Webhooks and select customer creation, and JSON format. We need a URL for sending customer details, which we will provide later. Now login to power apps or Microsoft automate with D365 account. Navigate to Flows -> New and select Instant from Blank. Now continue as shown in the below screenshots. Here the required URL will be generated after the flow has been saved. Click on the new step and search for Parse JSON. In Content select Body (parameter from previous steps). Now we need JSON schema for customers. You can find a sample Json return response from https://shopify.dev/docs/admin-api/rest/reference/customers/customer?api[version]=2020-04 Copy the response and select Generate from the sample in Powerapps and paste the response. The schema would be now generated. Click on ‘new step’. and search for Dynamics 365 for Fin & Ops. Click on Create record. Select the instance of the environment you want customers in and Entity name ‘CustomerV3’. Now you can place parameters from the previous step (Parse Json) in different fields such as. Mandatory fields that are required to create our customers are Customer account, Currency, Customer group, Company, Organization name. After the values are placed, click on Save at the top right corner. Now expand the first step and a URL will be there. Copy this URL to Shopify webhook and click Save webhook. Now let’s test this. Go to the customer’s section in Shopify and click Add Customer. Write the first name and last name for now and click save. Go to D365 F&O and navigate to All Customers. You should see a new customer created. In the next part, I will show how we can auto-create product in Shopify when created in D365 for Finance and Operation Thank you for reading!
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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 need to display the full Month in words, you can write “MMM” instead of “MMMM” and get the below output.
