Tag: Flow
Create Plugin Actions(preview) with Power Automate in Copilot Studio
A few months ago I wrote an article about a new preview feature for Copilot Studio called ‘Plugin Actions’. (You can read the article here if you haven’t read it yet.) If you’re not familiar with Plugin actions, they are used by copilot to respond to users automatically and you can call them from within a topic! In my previous article I showed you how to use an existing powerRead 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: 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
Check order status with Power Virtual Agent & Flow
I get a lot of requests where my prospects want Power Virtual Agent to be able to answer questions about order statuses. The scenario here is that someone ordered something from your website, or maybe even in person and now they are looking to see what the status of the order is, how the order was shipped and maybe they even want to get a tracking number. I am notRead More
Track the last time someone spoke with a lead/contact in Dynamics 365
Today I am going to discuss some functionality which I believe to be very relevant in Dynamics 365. How great would it be if organizations would be able to run a query showing them all the leads or contacts in the system that they have had a conversation with in the past X months? Or maybe a list of leads or contacts that no one has spoken with at all?!Read More
Create Custom D365 Assistant Cards
I have received several requests to write an article about how we can utilize Power Automate to automatically create custom cards that will be shown in the Dynamics 365 Assistant. If you are not familiar with the Dynamics 365 Assistant let me tell you about it, as I feel it’s a great tool. The assistant used to be called the relationship assistant and is part of Dynamics 365 Sales Insights.Read More
Field Service: Send email with resource pic
If you are using Dynamics 365 Field Service to schedule resources that go onsite to perform work, you probably would have the need to send notification emails to your customer when the resource is on their way. Maybe you want include the picture of the resource so they’ll know what the resource looks like. This could be very helpful for home care type of work, where a nurse get scheduledRead More
Receive a weekly summary email of new D365 Opportunities using Power Automate
Have you or any of your customers ever had the need to schedule the automatic sending of emails? In this article I am going to discuss how we can user Power Automate to send out emails on a scheduled basis with information about Dynamics 365 records. This could be very handy in many scenarios, think about sending employees a list of their timesheets for the past week, or sending thisRead More
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 that after asking some questions would create a lead record in Dynamics 365 using Power Automate (formally known as flow). I haven’t worked with Power Automate that much, but after some internet searches, I was able to get it to do what I wanted so I thought I would shareRead More
