Power Automate

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

  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