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… Continue reading Automating PDF Generation with Dynamics 365 CRM Data Using JSON Mapping and Encodian in Power Automate
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… Continue reading Unlocking Efficiency: A Beginner’s Guide to RPA Desktop Flows in Power Automate
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,… Continue reading How to run OOTB Report and send emails with pdf attachments using Power Automate.
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… Continue reading Use Power Automate to get Name and Email Address in Outlook Online
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… Continue reading Invoker’s Connection in Power Automate
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… Continue reading How to Change Auto number seed in Dynamics 365 Sales
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… Continue reading Parse JSON for Multi-Type Properties
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… Continue reading Concurrency Control In Loop In Power Automate And Logic Apps
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… Continue reading Filter The Array/Collections Using Power Automate Or LogicApps
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… Continue reading Get Documents E-Signed Using Power Automate Flow
Microsoft has announced the latest updates to the customers which are planned to be released during the period of October 2023 through March 2024 as a part of wave 2. Below are some of the features of Microsoft’s wave 2 which are more exciting to get started with. Let’s see what new features have been… Continue reading Microsoft Power Platform 2023 release wave 2 plan overview
So, what is NLP or Natural Language Processing in Power Automate? Let’s say you are fresher to Power Automate Flow and you have a requirement to implement it. But as a fresher, first you will need to understand which Connector will be used for that, which action and many more. What if I say that… Continue reading NLP in Power Automate Flow
This blog provides an overview of the Microsoft Power Automate mobile app, including installation, changing environments, limitations, and features. You can experience the familiar look and feel of Power Automate on the go with the Power Automate mobile app. Just as we used Microsoft Power Automate for Desktop, Microsoft introduced Power Automate for Mobile as… Continue reading Power Automate, now on mobile
Ever thought of manipulating the data in your SQL data source directly from the Power BI Report? If yes, our prayers have been heard (as the use of Power Automate within Power BI is still in Preview as of writing this blog) and will be answered soon (when made GA)! An exciting new feature was… Continue reading Updating the SQL DataSource from Power BI using Power Automate Visual
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