Category: Technical Blogs
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 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 moreHow to render lookup as dropdown in Powerpage
Inkey, October 1, 2024488 Views
In today’s digital landscape, creating user-friendly interfaces is essential, especially when building applications using Microsoft Power Portal. One common requirement is to render lookup fields as dropdown menus, enabling users to select from a predefined set of values. This functionality enhances the user experience by making data entry more intuitive and efficient. In this blog, […]
Read moreUse Power Automate to get Name and Email Address in Outlook Online
Inkey, September 27, 20241209 Views
This Power Automate Flow fetches Name and Email-address of the Person/(s) mentioned in the ‘From’, ‘To’, ‘CC’, ‘BCC’ mappings of the Outlook Online for a user-defined time-period i.e., Start Date and End Date and outputs the data in a Notepad .txt file in Outlook Online to a specific user-defined person email. What are the input […]
Read moreInvoker’s Connection in Power Automate
Inkey, September 24, 2024459 Views
We’ve been using Power Automate extensively to automate operations in Dynamics 365 using the Dataverse connectors. Also, working with connectors in Microsoft Dataverse, using a connection reference is generally a good practice. However, there’s an exception: if you want to perform a Dataverse operation in the context of the person who triggers the flow (the […]
Read more
