Tag Archives: Power Automate

Locational Intelligence Simplified: Unpacking latest enhancements in Maps integration within Dynamics 365 CRM/Power Apps December 2020 release!

“Perfection is not attainable, but if we chase perfection, we can catch excellence.”On that note, it’s time to welcome another step towards excellence with the latest Maplytics December 2020 release! In this webinar, we will navigate the latest enhancements made to the most popular features of Maplytics – Auto Scheduling, Territory Management, PCF controls, and… Read More »

How to set Owner field dynamically using Power Automate CDS Connector (Current Environment)

Introduction We previously experienced How to set or map null values in the Lookup Field using Power Automate CDS Connector. Let us explore How to set the Owner field dynamically using Power Automate. Scenario: On the Contact entity, there exists an owner field and we want to set the same owner (which can be a user… Read More »

Use Relevance Search API in Power Automate & Canvas App – Part 2

Introduction In the previous blog, we obtained the response from the Relevance Search API request through Power Automate Flow. In this blog, we will use that response in the Canvas app. We will see how we can leverage the potential of Relevance search in the Canvas app. If you are not familiar with how to… Read More »

Use Relevance Search API in Power Automate & Canvas App – Part 1

Introduction Relevance Search has been there for a while in our Dynamics 365 CRM that provides access to exciting new search capabilities in the environment. However, before you use this feature, an administrator must enable relevance search in target environment. Using relevance search we can search across multiple tables/entities, sorted by relevance. Let us say… Read More »

Converting DateTime field in a different format in Power Automate using formatDateTime function

Introduction In this blog, we can see how we can convert DateTime type field to the various format using formatDateTime function. Please find the syntax of formatDateTime function: formatDateTime(DATE_TIME_VALUE,DATE_TIME_STRING_FORMAT) Scenario: One of our clients wanted to see the last modified date and time of individual Account record. Also, he wants to see this modified date… Read More »

Formatting Output result for your actions in Custom Connector

Continuing with the series on Custom Connector, today I touch upon output results of your actions. If you have worked with any of the existing connectors including Common Data Service connectors, you will notice that when you choose an action like List or Read, the CRM record object returns individual field values of the record… Read More »

How to set or map null value in Lookup Field using Power Automate CDS Connector (Current Environment)

Introduction Power Automate is a powerful business application that allows the user to create and automate workflows across multiple applications and services without developers’ help. In this blog, we will explore how to set a lookup field as null while mapping the Lookup field with another record’s lookup field which has null value. We can… Read More »

Text Functions Action in Power Automate within Dynamics 365

Introduction Whenever we want to extract part of a string, a common question comes to mind -how do we achieve this? In Power Automate, previously we used to write some expression manually like split, substring and so on. But now, in the recent update of Power Automate, it now gives you prebuilt actions for text/string… Read More »

Power Automate: Send an email using the Email Template – Part 2

Introduction In our last blog, we saw how we could create Power Automate Flow to send an email using the Email Template. We used “SendEmailFromTemplate” action to send a single email. Now, in this blog, we will see how we can send bulk email messages using the Email Template. Let us say, we want to… Read More »

Power Automate: Send an email using the Email Template – Part 1

Introduction During an online conference with Power Platform experts, a technical enthusiast asked the forum, “What options do we have for emailing using the template on specific events/actions in Dynamics CRM?” A panelist answered, “We have a classic workflow with ‘Send Email’ and ‘Use Template’ action or a Plugin with ‘InstantiateTemplate’ and ‘SendEmail’ requests for… Read More »