RSMUS.comPosts tagged with : Dynamics 365 CE
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Dynamics 365 Customer Engagement, Microsoft, Microsoft 365
Listing Records Related Through an N:N Relationship in Power Automate
N:N relationships can be a great way to identify related records, however, they don’t provide us much value in the...
Dynamics 365 Customer Engagement, Microsoft, Microsoft 365
Ignoring Null Fields When Mapping Field Values in Power Automate
Automating standardized record creation can save users a great amount of time. Traditionally this is easier using legacy workflows, so...
Dynamics 365 Customer Engagement, Microsoft, Microsoft 365
Determine If Records Were Returned From A List Rows Step in Power Automate
Querying for the existence of records is a common requirement. If you are familiar with the ‘list rows’ step, you...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 CE Bulk Delete Duplicate Records with Power Automate
Duplicate Detection rules in Dynamics 365 Customer Engagement (CE) are great for preventing duplicates, but aren’t helpful once you already...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 Project Service Time Entry Greyed Out
I was configuring Dynamics 365 for Project Service for a client and noticed an issue with time entry. Users could...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 Project Service Rounding Time Entry Duration
A client recently asked if it was possible to round their user’s time entries to the nearest quarter hour. After...
Dynamics 365 Customer Engagement, Microsoft
What I learned attending Dynamics 365 Saturday in Lawrenceburg, IN
Last August I attended the Dynamics 365 Saturday event in Lawrenceburg, IN. The event was packed with talented subject matter...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 CE Multiple Entity Rollup Field with Power Automate
Out of the box rollup fields are very useful in Dynamics 365 Customer Engagement, but have limitations such as the...
Dynamics 365 Customer Engagement, Microsoft
How to Prevent Infinite Loops in Power Automate Flows for Dynamics 365 CE
A common issue with using Power Automate Flows on Dynamics 365 CE records is inadvertently causing infinite loops. The workflows...
Dynamics 365 Customer Engagement, Microsoft
Dynamics 365 CE Synchronize User’s Bookable Resource Time Zone
The Bookable Resource record is scheduled according to the time zone selected on that record within Dynamics 365 CE. This works...