Posts

Create HTML table by combining columns from multiple entities

Image
Creating an HTML table in Power Automate is a very commonly used action. Building the HTML table using attributes from a single entity is quite simple and straightforward. However, when it comes to including columns from multiple entities, it requires some extra brainstorming! First, let’s understand how the "Create HTML Table" step works. The "Create HTML Table" step expects an array of objects in the From column. It provides the option to add static table column headers and dynamic table contents. Alternatively, you can let the system handle it automatically. In our case, we are going to create an HTML table by selecting columns from both the Contact and Account entities. From Contact , I will choose the First Name , Last Name , and Email fields, while the Company field will come from the Account entity. Since the "Create HTML Table" step expects an array of objects, we need to create the array with the required fields. To obtain the company name,
Post a Comment
Read more

Send email to multiple recipients in one go with Dataverse connector using Power Automate

Image
In today's fast-paced digital world, effective communication is paramount. Whether you're coordinating with team members, reaching out to clients, or disseminating important information, sending emails efficiently can save you time and streamline your workflow. One powerful tool that can help you achieve this is Power Automate, Microsoft's cloud-based service that allows you to automate workflows across various applications and services. In this blog post, we'll delve into how you can leverage the Dataverse connector within Power Automate to send emails to multiple recipients in one go, simplifying your email communication process and boosting your productivity.      Fig.1   Understanding Activity Party Attributes An activity party in Power Apps is typically associated with various attributes that define the role and identity of the participants. Here's a breakdown of key attributes you might encounter:   Attributes of Activity Party: PartyId : This at
Post a Comment
Read more

Dynamics 365 CRM Form Switching: A Deep Dive into formSelector and navigate()

Image
In the dynamic landscape of Dynamics 365 Customer Relationship Management (CRM), the ability to present different forms to various user groups based on specific conditions is a common and powerful customization requirement. Fortunately, the formSelector object, coupled with the navigate() function, provides an elegant solution to this challenge, allowing for seamless form switching based on user roles and other criteria. FormSelector Object At the heart of this functionality lies the formSelector object, a JavaScript object that acts as a gateway to managing forms within Dynamics 365 CRM. The formSelector object grants access to a collection of items, representing all the forms accessible to the current user. It's important to note that these forms are filtered based on the user's security roles, ensuring a secure and controlled form-switching experience. Exploring the items Collection Within the formSelector object, the items collection stands out as a crucial repository
Post a Comment
Read more

Refresh rollup field using power automate

Image
In today's rapidly evolving business landscape, data is not just a commodity; it's a strategic asset that drives informed decision-making and enhances organizational efficiency. One of the cornerstones of efficient data management within the Microsoft Power Platform is the concept of rollup fields. These fields provide a powerful way to summarize and aggregate data from related records, enabling users to gain valuable insights at a glance. However, in dynamic business environments, ensuring that these rollup fields reflect the most up-to-date information is crucial. This is where the capability of Microsoft Power Automate comes into play. Among its many capabilities, Power Automate can be harnessed to refresh rollup fields automatically, ensuring that the data is always current and accurate. In this blog, we will dive into the intricacies of refreshing rollup fields using Power Automate, exploring the step-by-step process and unveiling the benefits of this dynamic synergy. For
Post a Comment
Read more

Create and Send Emails with Attachments in D365/Dataverse with Power Automate

Image
  With Power Automate, you can connect to over 300 connectors, including the Outlook connector that can send emails, which is great. However, if you are used to working with Dynamics 365 or Dataverse, one of the key advantages is tracking emails, and if you use the Outlook connector, you cannot do this. This post will show how to create an email, how to add an attachment and how to send an email, so that it’s tracked inside of D365/Dataverse. Create a file or attachment that you want to add onto an email, in my example, I'm going to carry on from my previous post about Word Templates. Then we will "Add a new row" using the Dataverse Connector and the Table name will be Email Message. This will create an email record/row in D365 which requires certain parameters. Firstly, the way email fields to, cc, bcc and from work in D365/Dataverse is via what is called an activity party list. This is a list of rows/GUIDs of rows inside of D365/Dataverse that the email message is conn
Post a Comment
Read more