Automating PDF Generation with Dynamics 365 CRM Data Using JSON Mapping and Encodian in Power Automate
Inkey, December 17, 202476 Views
In this blog, I will showcase how to seamlessly integrate Dynamics 365 CRM with Encodian to automate the creation of PDFs populated with CRM data. By leveraging Power Automate, you can map data from CRM records directly into fillable PDF forms using JSON mapping. This solution simplifies document generation for processes like contracts, invoices, and reports, ensuring […]
Read moreUnlocking Efficiency: A Beginner’s Guide to RPA Desktop Flows in Power Automate
Inkey, December 13, 202471 Views
As per the beginner’s knowledge, RPA (Robotic Process Automation) Desktop flows, also known as UI flows, are a feature within Microsoft Power Automate that allows users to automate repetitive tasks on their Windows desktop or web applications. Desktop flows are part of the broad Power Automate platform, providing a solution for automating processes that involve […]
Read moreHow to Populate Prefix in AutoNumber fields based on conditions in Dynamics 365 Sales
Inkey, December 10, 202488 Views
Maintaining organized and meaningful data is crucial for effective management and analysis. AutoNumber fields are a popular solution for generating unique identifiers, but sometimes a simple numeric sequence isn’t enough. By adding prefixes based on specific conditions, you can enhance the context of your data, making it easier to identify and categorize records briefly. In […]
Read moreHow to use Low-No Code Plugin using Data verse accelerator in dynamics 365
Inkey, December 6, 2024157 Views
As everybody knows, in Dataverse, if we need to do anything that is not available in OOTB functionality and crucial to implement, we need to use plugin. To write a plugin, we need to write a code to mitigate our functionalities. But now, we do have another option available that will help us to create […]
Read moreHow to run OOTB Report and send emails with pdf attachments using Power Automate.
Inkey, December 3, 2024127 Views
These days a speedy-paced business environment and efficient reporting equipment are crucial. Dynamics 365 is a powerful CRM and ERP answer that offers robust reporting capabilities. However, exporting those reports in a consumer-friendly format, like PDF, can on occasion be difficult. Fortunately, Power Automate gives a streamlined way to automate this method. In this blog, […]
Read moreSplit the Text files using ADF Pipelines
Inkey, November 29, 2024124 Views
Requirements: If the file size of an Excel file exceeds the specified criteria, we need to address the following: The Excel file contains multiple sheets, and these sheets contain inter-related data. We utilize SQL Views to retrieve data from these sheets using the “Get Data” activity in Excel. Although we can split the Excel file […]
Read moreHow Microsoft Power BI Services are Better Than Excel: An Informative Guide for Business Owners and Beginners
Inkey, November 26, 2024212 Views
For many years, Microsoft Excel has been a trusted tool for managing data, creating charts, and performing calculations. It’s often one of the first tools people reach for when working with numbers and has a special place in nearly every business. However, as businesses grow, so does the need for more powerful tools. Enter Microsoft […]
Read morePaper to Power App: Creating a Canvas App in D365 CRM from a Hand-Drawn Sketch
Inkey, November 19, 2024170 Views
Power Apps, known for its low-code/no-code capabilities, now offers the ability to create complete apps from an image. Sometimes, the best way to design an app starts with something as simple as a pen and paper. Whether you’re in a meeting, brainstorming with your team, or just working through ideas on your own, sketching out […]
Read moreThe Benefits of Moving to Microsoft Fabric: What Every Leader Should Know
Inkey, November 15, 2024218 Views
As the digital world continues to evolve, business leaders face constant pressure to make technology decisions that will position their organizations for success. One of the most critical decisions today is choosing the right data and analytics platform—one that is flexible, secure, cost-effective, and built for the future. Microsoft Fabric has emerged as a powerful, […]
Read moreHow Microsoft Fabric Helps You Make Data-Driven Decisions Without the Tech Jargon
Inkey, November 12, 2024164 Views
In today’s fast-paced business world, making decisions backed by data is essential. But for many decision-makers, accessing useful insights can be challenging because data tools often require technical expertise. This is where Microsoft Fabric steps in. Microsoft Fabric is a data analytics platform designed to make understanding and using data easy for everyone—especially those who […]
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