outlook Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/tag/outlook/ Microsoft Dynamics CRM . Microsoft Power Platform Thu, 11 Feb 2021 02:54:27 +0000 en-US hourly 1 https://wordpress.org/?v=6.6.1 https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/04/cropped-Microsoftdynamics365-blogs.png?fit=32%2C32 outlook Archives - Microsoft Dynamics 365 Blog http://microsoftdynamics.in/tag/outlook/ 32 32 176351444 Streamline Sharing Folder and Email Message using Power Automate ( Part 1, Folder Creation) http://microsoftdynamics.in/2021/02/11/streamline-sharing-folder-and-email-message-using-power-automate-part-1-folder-creation/ Thu, 11 Feb 2021 02:54:27 +0000 https://radacad.com/?p=14787 Here I will share one of my business case scenario using Power automate, Excel and OneDrive for a conference management that can be apply to all other training class scenarios.we normally want to create a personalized folder for your students in class or for our speakers in a conference so they/we can put or files Read more about Streamline Sharing Folder and Email Message using Power Automate ( Part 1, Folder Creation)[…]
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Here I will share one of my business case scenario using Power automate, Excel and OneDrive for a conference management that can be apply to all other training class scenarios.
we normally want to create a personalized folder for your students in class or for our speakers in a conference so they/we can put or files there and be separated environment from others. Or at the same time we want to send a specific email for each of the people based on their situation.

Of course writing codes in C# is one way, but there are other way without writing code is available for someone like me that did not write C# code for some years or event never right code.

Excel Part

The first step was to create the list, I create a online Excel File to store speakers name and email in table format excel file and I put it inside my OneDrive folder.

Then, I enable one Add on inside Excel online named Flow. To access it first click on the Insert tab, then in Office- Add-ins, navigate to Store and search for Microsoft Flow.

After enable the Flow Add-ins, you need to sing in to the Power Automate ( Microsoft Flow)

Now you ready to create your first flow section that is about creating a folder with name in the Excel sheet.

Flow Section

In the Microsoft Flow, you need to add a trigger so the flow and the process start.

The trigger for my flow is when a user select a row in the excel file. so if the end user select a/multiple row/s that contains the name, ID and the email of the speakers the trigger start.

For a selected row is my trigger. I need to specify the location of the Excel file in OneDrive as below and the Table name ( Make sure the data in the excel file are in Table format before)

In the next step, as we do not have and Action in Flow to create a folder, I follow the article by BUILDBOD.

So I create a temporary file with a folder name ( my desire name come from excel file), as the folder does not exist, so to create a temporary file, Power Automate, create a folder in that name, then I will delete the temporary file. As you can see in the below picture, Create file in OneDrive, the Folder Path is the desire folder, but I put the Name received from selected row in Excel ( Name of person in this example Leila Etaati). IN the next stage, a file with that Name also created, that in the next Action I delete it using Delete File in OneDrive.

That is all! for creating Folder. you can test is as below.

Next if you check your OneDrive you should see the folder has been created.

In next parts, I will show how to create a share link and how to send a customized nice message with images and personalized link to this created folder.

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ENABLE OR DISABLE TRACKED TO DYNAMICS 365 FROM OUTLOOK http://microsoftdynamics.in/2020/08/14/enable-or-disable-tracked-to-dynamics-365-from-outlook/ Thu, 13 Aug 2020 19:45:46 +0000 http://microsoftdynamics.in/?p=3999 Server-side synchronization now allows tracking of emails, appointments, and tasks in Outlook and adds a new Category Tracked to Dynamics 365
For version 9.1.0.4039 or higher, category Tracked to Dynamics 365 is by default on, We can disable this for an organization using Admin settings

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Server-side synchronization now allows tracking of emails, appointments, and tasks in Outlook and adds a new Category Tracked to Dynamics 365
For version 9.1.0.4039 or higher, category Tracked to Dynamics 365 is by default on, We can disable this for an organization using Admin settings

https://i0.wp.com/microsoftdynamics.in/wp-content/uploads/2020/08/img_5f3592de5d47f.png?fit=1497%2C728

Disable or Remove Category Tracked to Dynamics 365 on all Exchange mailboxes of the Dynamics 365

There are 2 Option

  1. Remove Category Tracked to Dynamics 365 using setting from OrgDBOrgSetting/Releases and same can be used to Enable setting
    https://github.com/seanmcne/OrgDbOrgSettings/releases/

  2. From admin.powerplateform.microsoft.com disable setting-> Access https://admin.powerplatform.microsoft.com as an administrator
    -> On the Environments tab, click  next to the name of the environment and then click Settings.
    -> Click Email Tracking.

    -> Locate the option People can use categories to track emails and appointments and switch the option to Off.

->Disabling this setting will remove the category Tracked to Dynamics 365 on all Exchange mailboxes of the Dynamics 365 for Customer Engagement organization which have server-side synchronization enabled in about 15 minutes.

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