Introduction Microsoft Flow helps us to automate everything – from simple notifications to complex business processes with defined steps and stages. By using Approval process you can manage the approval decision of invoices, leads etc. from the higher level management in the organization. In this blog, we are going to explore how to automate Quote… Read More »
Introduction In one of our blogs we have seen how to update existing records in CDS (Common Data Service) using Microsoft flow in Dynamics 365 CRM. But recently we came across a scenario where we wanted to update a Contact record based on First name, Last name & EmailAddress using Microsoft Flow. However, while retrieving… Read More »
Introduction In our day to day business processes, we can use Artificial Intelligence to advance business operations. The AI Builder (preview feature) is the new Power Platform feature that allows us to use Artificial Intelligence to easily automate our business processes and predict outcomes. AI Builder currently supports four types of AI model, Form processing… Read More »
Introduction: In one of our previous blog, we have seen how to create records in Dynamics 365 CRM using Microsoft flow mobile app. In this blog we will see how we can update the existing record in CDS environment using flow mobile app. For example, we want to update the particular Account record using this… Read More »
Introduction PowerApps is a data platform that provides rapid application development environment to build custom apps for your business needs. In PowerApps you can only perform operations such as create, update and delete. However, to perform more operation you can go for other options such as Microsoft Flow etc. In this case we created an… Read More »
Innovators have an innate quality, they break down complex structures into basic elements and then, combine permutation and combinations of those elements to form another module. This leads to groundbreaking inventions, thereby ushering a wave of innovative solutions. It is an indigenous cycle that is adopted by developers and Technical Architects in order to revolutionize… Read More »
Introduction Recently, while trying to work on Microsoft Flow to perform some actions from Dynamics CRM on-premise, we discovered that to access on-premise data we needed to create connection with Microsoft flow. So, in this blog we will show how you can connect your on-premise organization with Microsoft flow. It is possible to connect Microsoft… Read More »
Introduction: Microsoft Flow has definitely leveraged the capabilities of Dynamics 365 to a next level and with the long list of connectors, it provides seamless integration across various different digital ecosystems. In this blog we are going to discuss a workaround to retrieve records linked to each other via many to many relationship in Dynamics… Read More »
Introduction: In this blog, we will discuss a workaround for triggering Microsoft flow via Dynamics 365 custom ribbon button. For this, We would place a hidden two option field on form and then we would toggle its value to true via custom ribbon button and save the record, we would need to keep the triggering point of… Read More »
Introduction: If we want to calculate the Age in a number of years using Birthdate field (i.e. Date type field) in CRM we can achieve this in multiple ways. Here we tried to achieve this functionality using MS Flow. Below example is configured for contact entity and flow will trigger whenever the record is created… Read More »