Category: Power Automate
How to Automate Service Reports for D365 Field Service | Part 2
Last week I wrote part 1 of this article, where I am going to show you how you can use Power Automate to populate a word document with data from Dynamics 365, convert it into a PDF and attach it to an email message which will be emailed to the customer.I created this Power Automate flow for the following Field Service scenario; when a work order’s system status is setRead More
How to Automate Service Reports for D365 Field Service | Part 1
If you’ve ever had a technician come out and fix something, you know how helpful it is to get a clear summary of the work that was done. Field service organizations face the same reality, sending a document that outlines the work performed isn’t just paperwork, it’s a way to keep customers in the loop, build trust, and avoid any confusion down the road. These service reports show exactly whatRead More
Trigger Power Automate Flow from Button in Model Driven App
I have received several emails from people that asked me if it was possible to trigger a power automate flow (or workflow) from a button inside a model-driven app using the out of the box command bar editor. The answer to this question is an indirect yes. (I will explain to you in a second why it’s an ‘indirect’ yes and not a straight up yes.) Once I confirmed thisRead More
Schedule weekly email with quote details and hyperlink | Part 2
Last week I wrote part 1 of my article on how you can use Power Automate to automatically send a weekly email with data from Dynamics 365 Sales, or Dataverse. If you haven’t read the article yet, I would suggest doing that first. You can access the article here. In today’s article I am going to finish building the Power Automate flow. Last week we left off at the ‘ListRead More
Schedule weekly email with quote details and hyperlink | Part 1
In todays article I am going to explain a specific requirement and show you how we can use power automate to satisfy this particular requirement. A few months ago I had to demonstrate a scenario where sales people needed to get a reminder for outstanding quotes they needed to follow up on. The sales people would create quotes on a daily bases, but not all quotes would be completed ‘allRead More
Power Automate: Get list of values for Power Virtual Agents’ List Variable
My last article was about some of the new preview features in Power Virtual that we can try out today. One of these features is the ability to bring in dynamics options from Dataverse and store these in a list variable in Power Virtual Agent to show as options when the bot asks a question. Let me explain what I mean by that. Previously when we asked a question inRead More
Power Virtual Agents: Advanced authoring canvas preview
You might remember that back in May of this year, (during the Microsoft Build event) new capabilities coming to Power Virtual Agents were announced. I was able to get my hands on one of the environments to test it out and write an overview on the new features. If you haven’t read the article you can do that here. I also created an accompanying video which can be accessed fromRead More
Create custom notifications on email opens
You have probably all seen the notifications in Dynamics 365 when a customer or prospect opens an email message. This notification shows in the timeline on the bottom of an email message, but if you don’t check it, you won’t see it! Another place where these notifications can become visible is in the Dynamics 365 assistant…if you set up a notification for this when you created the email in DynamicsRead More
D365 Field Service: Add child assets to an RMA
A few weeks ago I was talking to someone about Dynamics 365 Field Service and they asked me about a couple of requirements which were not standard functionality in Dynamics 365 Field Service. He wanted to know if it was possible to build logic around assets that are brought to a warehouse for repair. The scenario was that when a part is picked up from a customer to send toRead More
Power Automate: Copy and paste image field in D365
In this article I am going to discuss how you can copy the data inside an image field from one record to the image field of another record. This could come in handy in different ways but what I am trying to accomplish here is to show related ‘hobby’ data on a contact record in Dynamics 365. In the example I am using for this article, I want to showRead More
