Attaching media files from SharePoint to Dataverse Email records

I was wondering if we had any tools, workflow solutions, automatic processes or any connectors in PowerAutomate to support attaching the media files like images or videos from SharePoint folder to email messages before we send the emails. Basically, we wanted to automate the process of attaching the images and videos into the emails which… Continue reading Attaching media files from SharePoint to Dataverse Email records

Append Content Dynamically in Document Template and Generate the Merged Document in Dynamics 365 for Sales and SharePoint

We all have been using Document Templates which are directly available by system and these templates contains static content for all records. What if we need to append some content dynamically in one Word template and need to send the whole document in email attachment? We have come across a solution for this. For one… Continue reading Append Content Dynamically in Document Template and Generate the Merged Document in Dynamics 365 for Sales and SharePoint

Power BI > How to fetch Dynamics 365 CE data

Power BI provides several different ways to fetch data from Dynamics 365 CE and today I will share my know-how on them. 1. Dynamics 365 Online Connector This method is mostly used to fetch data from Dynamics 365 CE. Initially, this was the only method to fetch data from CE. To use this, go to Get… Continue reading Power BI > How to fetch Dynamics 365 CE data

Upload document to SharePoint from Microsoft D365 CE using C# Web API & manage SharePoint document metadata

The integration of Microsoft D365 CE with SharePoint has enabled the document management in SharePoint precisely in the form of folders and subfolders, in a structured way. Today in this blog, let’s learn how we can upload the documents in SharePoint from the D365 CE using the Dot Net c# web API code with a… Continue reading Upload document to SharePoint from Microsoft D365 CE using C# Web API & manage SharePoint document metadata

Swagger in Microsoft Dynamics 365 Web API

The Swagger UI is one of the most popular tools for generating an interactive documentation from your OpenAPI document. It makes the process of viewing the results of the Web API much easier. There are situations, where, we need to make use of the Web API, for connecting the external website/resource with the dynamics CRM… Continue reading Swagger in Microsoft Dynamics 365 Web API