RSMUS.comPosts tagged with : Power Automate
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Dynamics 365 Customer Engagement, Microsoft, Microsoft 365
Power Automate – Automatically Move a Note Attachment to SharePoint
Use Case: A user needs to submit a document on the portal by attaching a file to a CRM record....
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...
Power Automate Date Filtering on Today’s Date
Using Power Automate I often need to filter records based on date to find only those matching a certain date....
Dynamics 365 Customer Engagement, Microsoft, Microsoft 365
Common Data Service (Current Environment): Now Outside of Solutions!
Have you been working hard on your Power Automate Flows for CDS/Dynamics 365 Sales outside a solution only to find...
How to use Parse JSON on SQL Stored Procedure results in Microsoft Power Automate
Microsoft Power Automate can parse the results of a SQL Stored Procedure from an On-Premise SQL Gateway connection, but it...
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
Power Virtual Agent & Power Automate
This week I was playing around with Power Virtual Agent and Power Automate. I needed to demo a virtual agent...