Microsoft Power Automate Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/microsoft-power-automate/ Microsoft Dynamics CRM . Microsoft Power Platform Sat, 27 May 2023 06:53:40 +0000 en-US hourly 1 https://wordpress.org/?v=6.5.5 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32 Microsoft Power Automate Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/category/microsoft-power-automate/ 32 32 176351444 SharePoint file created from power automate flow doesn’t show open correctly or corrupted. http://microsoftdynamics.in/2023/05/20/sharepoint-file-created-from-power-automate-flow-doesnt-show-open-correctly-or-corrupted/ Sat, 20 May 2023 13:54:48 +0000 https://microsoftdynamics.in/?p=4704 created a file from a Dynamics 365 CRM record attachment and when I try to load it into SharePoint it doesn’t create or read correctly? Even if it appears to upload correctly, it may not open properly and display something like this: Consider the following scenario. Suppose you have attached a document in SharePoint and...

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created a file from a Dynamics 365 CRM record attachment and when I try to load it into SharePoint it doesn’t create or read correctly?

Even if it appears to upload correctly, it may not open properly and display something like this:

Consider the following scenario. Suppose you have attached a document in SharePoint and want to save it in Notes.

  1. Let’s say you have uploaded this PDF document to Notes and now you want to upload it to SharePoint.
  2. I have a flow that sends this document to SharePoint that runs when I create a note in the Dataverse (Dynamics 365 CRM).”
  3. Now the “Create File” action in SharePoint looks like this:
    This allows the SharePoint file creation action to add the document to the file context. Hovering the mouse over this will result in triggerOutputs()?[`body/documentbody`].
  4. Running this flow creates a document in SharePoint. However, when I open the file, I get an error message that the file cannot be read, even though the file appears to upload correctly.Please click on the link to find correct way to

    Create a file from a Dynamics365 CRM record attachment notes and move to SharePoint documents. without corrupted file.

Use base64ToBinary conversion

Here’s a step to create a File in SharePoint in your mentioned SharePoint library –

  1. In order to correctly pass this through, use the base64ToBinary expression in the Create file’s File Content field.
  2. And in base64ToBinary, put the Document so that it looks like this – “base64ToBinary(triggerOutputs()?[‘body/documentbody’])
  3. And when you re-run the test, the document will be created in the same way.
    And now when you open it, it’ll open properly.

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Your premium flows are turned off. Purchase, extend, or renew a Power Automate license or submit a request to your admin. http://microsoftdynamics.in/2023/02/20/your-premium-flows-are-turned-off-purchase-extend-or-renew-a-power-automate-license-or-submit-a-request-to-your-admin/ Mon, 20 Feb 2023 06:04:00 +0000 https://iiu.dk/?p=3599 Did you also experience “premium flows are turned off” automatic? It seems “in context of” license terms for Power Automate found in #Dynamics365 and #PowerApps license guide are starting to get enforced by #Microsoft… it’s time to deep dive into the Microsoft #Powerplatform license guide if this is new to you! Is “in context of”...

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Did you also experience “premium flows are turned off” automatic? It seems “in context of” license terms for Power Automate found in #Dynamics365 and #PowerApps license guide are starting to get enforced by #Microsoft… it’s time to deep dive into the Microsoft #Powerplatform license guide if this is new to you! Is “in context of” … Continue reading Your premium flows are turned off. Purchase, extend, or renew a Power Automate license or submit a request to your admin.

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Best Stupid-simple Outlook meeting category automation! http://microsoftdynamics.in/2022/03/16/best-stupid-simple-outlook-meeting-category-automation/ Wed, 16 Mar 2022 06:29:37 +0000 https://iiu.dk/?p=2787 Why is Outlook Rule Wizard not a Stupid-simple Outlook meeting category automation tool! I find the #Microsoft #Outlook Rule Wizard to be outdated and too “static” for any real use… I have been frustrated, annoyed, and super confused on fx. why setting categories based on meeting participants are not posible and therefore need manual effort in setting every...

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Why is Outlook Rule Wizard not a Stupid-simple Outlook meeting category automation tool! I find the #Microsoft #Outlook Rule Wizard to be outdated and too “static” for any real use… I have been frustrated, annoyed, and super confused on fx. why setting categories based on meeting participants are not posible and therefore need manual effort in setting every … Continue reading Best Stupid-simple Outlook meeting category automation!

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How to trigger flows with Power Automate Button | Execute power automate from Canvas app button http://microsoftdynamics.in/2022/02/18/how-to-trigger-flows-with-power-automate-button/ Fri, 18 Feb 2022 00:40:31 +0000 https://www.inogic.com/blog/?p=30638 Introduction: Microsoft Power Automate Button provides flexibility due to which users can now run/trigger the flow from their mobile from anywhere at any time. Earlier this used to be a time-consuming process for the users i.e. open Power Platform, search flow, and then run it. But now, by using the ‘Power Automate’ app on Mobile,...

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Introduction:

Microsoft Power Automate Button provides flexibility due to which users can now run/trigger the flow from their mobile from anywhere at any time. Earlier this used to be a time-consuming process for the users i.e. open Power Platform, search flow, and then run it.

But now, by using the ‘Power Automate’ app on Mobile, the users can easily search the Button and run the flow. Recently, we had a business requirement where Dynamics 365 CRM users can mark all their Orders as ‘Submit’ and on the click of ‘Order Submit,’ the existing pre-built integration logic will trigger and move Orders in another system. Usually, orders were submitted at any time as there was no specific time. But here they wanted to run flow at their convenient time.

Given below are the steps to execute the above business scenario.
Prerequisite: To click this button through the Mobile, you need to download the Power Automate app on your smartphone or tablet.

Power Automate Button

In the below steps we have shown how easily we can develop a Power Automate Button.

Step 1: Create the flow from outside the solution i.e. from Cloud Flow as shown below:

Power Automate Button

Step 2: In next step, give name to the Power Automate flow and select triggering event. As we want the flow to trigger on the click of button, select trigger as ‘Manually Trigger a Flow’ and then finally click on ‘Create’ button.

Power Automate Button

Step 3: We can also add Input parameters on the button that will take input from the user when the ‘Power Automate Button’ is clicked:

Power Automate Button

It will show parameters and their types i.e. text, Yes/No, Email, Date, Number. You can use them as per your need. Here, in our case we selected the input parameter as ‘Text’.

Power Automate Button

Power Automate Button

We can also update field properties like make them optional/required, add a dropdown list, or multi-select list. To update field properties, click on the menu icon and select the required option:

Power Automate Button

Step 4: In the below step we have retrieved all Orders which are created today and needs to be submitted. To retrieve Orders we have used Data verse ‘List rows’ action:

Power Automate Button

Step 5: Now in the next step we have added the Data verse ‘update a row’ action to update retrieved Order status as “Submit”.

Power Automate Button

Step 6: Save the flow.

Now our Button is ready to use and we can test it through the Phone ‘Power Automate’ app. All the Power Automate buttons will show under the Buttons section as shown in the below screenshot:

Power Automate Button

Step 7: To run the Button, just click on the ‘Submit Order’ button and a pop-up will appear with the parameter/ field that we created. Next, you just need to fill the fields and click on ‘Done’. Now the Power Automate flow will run.

Power Automate Button

Power Automate Button

Moreover, we can also allow another user to run the ‘Power Automate button’. And for this, we need to just share this button with a specific user.

Conclusion:

The Power Automate Button feature provides flexibility where users can run the logic just by tapping a button, thereby avoiding the time-consuming steps.

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Bulk Edit Multiselect optionset/choices fields using Microsoft Power Automate http://microsoftdynamics.in/2021/03/13/bulk-edit-multiselect-optionset-choices-fields-using-microsoft-power-automate/ Sat, 13 Mar 2021 04:16:05 +0000 https://www.inogic.com/blog/?p=27327 Introduction I ran into a situation where I need to edit the Multiselect optionset (choices) field in bulk. I thought it could be easily achieved by using the Bulk Edit option but there was a problem. I could not do that because when I select the records and click on Bulk edit, the form does...

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Introduction

I ran into a situation where I need to edit the Multiselect optionset (choices) field in bulk. I thought it could be easily achieved by using the Bulk Edit option but there was a problem. I could not do that because when I select the records and click on Bulk edit, the form does not show up the Multiselect optionset (choices).

Bulk Edit Multiselectoptionset/choices fieldsusing Microsoft Power Automate

How we can then achieve this?

If we search for this over the internet, we will find that we need to create an on-demand Workflow with custom assembly to update the Multiselect optionset field. Custom workflow assembly because again Multiselect optionset fields does not show up in Update record properties form of the Workflow step.
Finally, I am able to achieve this using Power Automate Flow. Let us see how you can bulk edit Multiselect optionset fields using Power Automate Flow.

• Go to https://make.powerapps.com and create a new “Instant Cloud Flow”

Bulk Edit Multiselectoptionset/choices fieldsusing Microsoft Power Automate

• As we have to run the Flow on the multiple selected records, select the “When a row is selected” from the list of triggers and click on Create.

Bulk Edit Multiselectoptionset/choices fieldsusing Microsoft Power Automate

• This will create a flow that we can run on selected records from Dynamics 365 CRM or CDS/Dataverse environment.

• Select the environment and select the entity where you want to bulk edit the Multiselect optionset field.

Bulk Edit Multiselectoptionset/choices fieldsusing Microsoft Power Automate

• Add a new step and select the “Update a row” action. Using this we will update the current selected record/row.

Bulk Edit Multiselectoptionset/choices fieldsusing Microsoft Power Automate

• After this, select the entity and pass the unique identifier of the record.

Bulk Edit Multiselectoptionset/choices fieldsusing Microsoft Power Automate

• Now, look for Multiselect optionset field from the list of fields. You will see that you can only select one option at a time. Though it is a Multiselect option, we can only select one option.

In the below screenshot, Operation is the Multiselect optionset field with options as “Create, Update and Read”. We are able to select an only single option.

Bulk Edit Multiselectoptionset/choices fieldsusing Microsoft Power Automate

• To set multiple options, we need to write the expression. Click on “Enter custom value”, this will open up the expression box. Click on “Expression” and enter the following expression, string(0, 1)

Here 0 and 1 are the values of options of the Multiselect optionset field. In my case, 0 and 1 are the option values of Create and Update option respectively. Each option value is separated by a comma ‘,’

Bulk Edit Multiselectoptionset/choices fieldsusing Microsoft Power Automate

Syntax of the expression is, string (<value1>, <value2>, <value3>)

• Save the flow and run it by selecting the multiple records,

Bulk Edit Multiselectoptionset/choices fieldsusing Microsoft Power Automate

Conclusion

This way we can easily edit Multiselect optionset fields by using Power Automate Flow.
Hope this helps! Thank you!

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Power Platform Hands-on Learning http://microsoftdynamics.in/2020/09/27/power-platform-hands-on-learning/ Sun, 27 Sep 2020 18:22:29 +0000 http://iiu.dk/?p=839 Power Platform X “in a Day” Power Platform training is usually a one-day interactive workshop (now mostly held virtually, due to covid-19) where you learn how to create custom applications for your business without using a single line of code with the use of the Microsoft Business Application Platform components like Power Apps, Power Automate,...

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Power Platform X “in a Day” Power Platform training is usually a one-day interactive workshop (now mostly held virtually, due to covid-19) where you learn how to create custom applications for your business without using a single line of code with the use of the Microsoft Business Application Platform components like Power Apps, Power Automate, … Continue reading Power Platform Hands-on Learning

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Dynamics 365 and PowerApps Conferences http://microsoftdynamics.in/2019/08/08/dynamics-365-and-powerapps-conferences/ Thu, 08 Aug 2019 12:44:36 +0000 http://iiu.dk/?p=260 Dynamics 365 & PowerApps Conferences When I am done exploring all the smaller sessions I find here and want to go to something bigger I seek towards Conferences. In the world of Dynamics 365 and PowerApps below are the Event/Conferences I would love to join in Europe if I had all the time in the...

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Dynamics 365 & PowerApps Conferences When I am done exploring all the smaller sessions I find here and want to go to something bigger I seek towards Conferences. In the world of Dynamics 365 and PowerApps below are the Event/Conferences I would love to join in Europe if I had all the time in the … Continue reading Dynamics 365 and PowerApps Conferences

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How to Designing Microsoft Flow in Visio http://microsoftdynamics.in/2019/06/26/how-to-designing-microsoft-flow-in-visio/ Wed, 26 Jun 2019 11:40:15 +0000 http://iiu.dk/?p=195 Designing Microsoft Flow in Visio Take advantage of auto-generation Microsoft Flow from Visio BPMN 2.0 compliant diagrams. It is more productive than you might think… see step by step guide below. Creation of process diagrams on the Visio canvas and with a few clicks export the workflow to Microsoft Flow and to start automating whatever...

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Designing Microsoft Flow in Visio Take advantage of auto-generation Microsoft Flow from Visio BPMN 2.0 compliant diagrams. It is more productive than you might think… see step by step guide below. Creation of process diagrams on the Visio canvas and with a few clicks export the workflow to Microsoft Flow and to start automating whatever … Continue reading How to Designing Microsoft Flow in Visio

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Sales Win Wire Automation with Microsoft Flow http://microsoftdynamics.in/2019/04/11/sales-win-wire-automation-with-microsoft-flow/ Thu, 11 Apr 2019 12:58:43 +0000 https://iiu.dk/?p=46 Sales Win Wire Automation with Microsoft Flow How does your organization communicate important sales wins? All companies I have worked for have all had some kind of Sales Win Wire procedure in place to make the organization aware of important sales wins…. but… those Win Wires have always been weeks or month underway before made....

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Sales Win Wire Automation with Microsoft Flow How does your organization communicate important sales wins? All companies I have worked for have all had some kind of Sales Win Wire procedure in place to make the organization aware of important sales wins…. but… those Win Wires have always been weeks or month underway before made. … Continue reading Sales Win Wire Automation with Microsoft Flow

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