Tag: Power Automate Flow
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 morePower Automate: Track Multiple Microsoft Survey Forms Responses
Inkey, June 4, 2024824 Views
In the realm of Microsoft Forms and Power Automate integration, “When a new response is submitted” connector serves as a reliable tool for triggering actions upon the submission of a single form response. However, a notable limitation arises when attempting to capture responses from multiple Microsoft Forms simultaneously. Considering this challenge, there emerges a need […]
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