microsoft power automate Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/tag/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/tag/microsoft-power-automate/ 32 32 176351444 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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How to create Microsoft Power Automate – Tutorial for Beginners – step by step guid http://microsoftdynamics.in/2021/06/22/how-to-create-microsoft-power-automate-tutorial-for-beginners-step-by-step-guid/ Tue, 22 Jun 2021 15:39:05 +0000 http://microsoftdynamics.in/?p=4364 Below is the content

In this step-by-step tutorial, learn how to use Microsoft Power Automate to create automated workflows. Streamline repetitive tasks and paperless processes with Microsoft Power Automate—so you can focus your attention where it’s needed most.

0:00 Introduction

1:43 How to get Microsoft Power Automate / Flow

3:29 Power Automate home page

4:04 Create a flow using a template

6:58 View and manage all of my flows

8:50 Create an automated flow from blank

10:05 Create an instant flow from blank

12:10 Create a scheduled flow from blank

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Below is the content

In this step-by-step tutorial, learn how to use Microsoft Power Automate to create automated workflows. Streamline repetitive tasks and paperless processes with Microsoft Power Automate—so you can focus your attention where it’s needed most.

0:00 Introduction

1:43 How to get Microsoft Power Automate / Flow

3:29 Power Automate home page

4:04 Create a flow using a template

6:58 View and manage all of my flows

8:50 Create an automated flow from blank

10:05 Create an instant flow from blank

12:10 Create a scheduled flow from blank

14:28 UI and business process flows

16:00 Templates

16:29 Connectors

16:49 Wrap up

 

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