Tag: Power Automate
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 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 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 moreHow to Change Auto number seed in Dynamics 365 Sales
Inkey, April 30, 2024779 Views
This blog will help you with the scenario where you must reset the Auto number field seed using the Power Automate and Plugin in Dynamics 365 Sales. Suppose we have the following AutoNumber field created with, Seed value – {DATETIMEUTC:MMM-yy}_001 Using Power Automate: Here, reset the seed back to the original “001”-seed every month Using […]
Read moreParse JSON for Multi-Type Properties
Inkey, February 6, 20241833 Views
JSON (JavaScript Object Notation) is a widely used data format for storing and exchanging data. It is easy to read, write, and parse, making it a popular choice for data interchange. However, when working with JSON data, you may encounter scenarios where a column or field can contain multiple types of data. In this blog […]
Read moreConcurrency Control In Loop In Power Automate And Logic Apps
Inkey, December 22, 20232004 Views
To understand concurrency control in loop of Power Automate Flow/Logic Apps, let us try to understand in this blog about, what is concurrency in a loop, how it is beneficial of us and when we do not need to manage concurrency. What is Concurrency? Concurrency means one kind of parallelism where the number of operations […]
Read moreFilter The Array/Collections Using Power Automate Or LogicApps
Inkey, November 7, 202311965 Views
Can we filter the array/collections using Power Automate or LogicApps? Ever came across a situation where from a list of records/objects, you only want to get few based on some criteria in Power Automate Flow? Most of us have gone through that but with the loop approach. In this blog, we will talk about the […]
Read moreGet Documents E-Signed Using Power Automate Flow
Inkey, October 20, 2023728 Views
In today’s world, everything is moving towards automation and digitalization. This has also impacted the process to get the document signed. Now we can get documents e-signed using Power Automate flow. Yes, you read it correct. We now have the connector in the Power Automate flow to get the documents e-signed with DocuSign. Before going […]
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