Recently, we got a requirement to check whether a specific date is a business/working day considering weekends and public holidays defined in the Service calendar of CRM.

Below are the workdays defined in the CRM:

Below is the list of holidays defined in the CRM which are observed:

Given a specific date, we were supposed to check whether it is a working day considering the weekends and public holidays defined above.

The Power Automate Flow steps to get Working Days per week

Step 1: Retrieve Calendar (Customer Service Type)

First, add the ‘List Records’ step to retrieve the ‘Customer Service’ type Calendar. Use a filter query to fetch the calendar by its name and type. To capture the necessary GUID for the next step.

Step 2: Retrieve Calendar (Working Days)

Now, proceed to fetch the working days for the previously obtained calendar. Utilize an ‘Apply to Each’ step to iterate through each calendar, and within that, add a ‘Get a Row by ID’ action to retrieve the working day’s calendar using the expand query. The expanded query allows us to seamlessly expand related tables in the list rows action. In this case, the main table is Calendar while the related table is Calendar Rules where the weekly working days pattern is stored.

In the ‘Compose’ action, we can find the calendar working days enumerated. Using the following formula:

If (    empty(outputs('Get_a_Calendar_which_contains_working_days')?['body/calendar_calendar_rules'][0]?['pattern']), -1, Substring (      outputs('Get_a_Calendar_which_contains_working_days')?['body/calendar_calendar_rules'][0]?['pattern'],        add(indexOf(outputs('Get_a_Calendar_which_contains_working_days')?['body/calendar_calendar_rules'][0]?['pattern'], 'BYDAY='), length('BYDAY=')) ) )

The Power Automate Flow steps to get Holidays

Step 1: Retrieve Calendar (Holiday Schedule Type)

First, use the ‘List Records’ step to retrieve the ‘Holiday Schedule’ type Calendar. Apply a filter query to fetch the calendar by its name and type. The result will provide the necessary GUIDs for the next step.

Step 2: Retrieve Calendar Rules (Holidays)

Now, proceed to fetch the calendar rules for the previously obtained calendar. Utilize an ‘Apply to Each’ step to iterate through each calendar, and within that, add a ‘Get a Row by ID’ action to retrieve the calendar rule.

However, note that attempting to fetch the calendar rule directly will result in an error saying “The ‘Retrieve’ method does not support entities of type ‘calendarrule’”,

As a workaround, we can retrieve the calendar rules along with calendar data using the expand query.

In the ‘Compose’ action, we can find the calendar rules enumerated using the following formula:

outputs(‘Get_a_calendar_which_contains_holidays’)?[‘body/calendar_calendar_rules’]

Step 3: Get Holidays details

For each calendar rule, implement an ‘Apply to Each’ loop. Within this loop, incorporate a Compose action to extract the holiday name, as illustrated.

Conclusion

Using Power Automate, we can retrieve Calendar and Calendar Rule details which allows users to handle complex requirements, such as checking working days while considering weekends and defined holidays.

The post Get working days and holidays of the CRM Service calendar in Power Automate Flow first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

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The post Get working days and holidays of the CRM Service calendar in Power Automate Flow appeared first on Microsoft Dynamics 365 Blog.

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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Sometimes power automate flow become lengthy and when there are repeating steps with few tweaks and tricks that and manually mapping everything is frustrating but there is a Copy past feature most of us has seen but I never tried it ( tried using CTRL + V )

But while working on long logic flow felt the need of knowing how this power automates action copy past work.

You will notice a tab at the very end of choose an action “MY Clipboard”, if you have not copied anything , this would be blank.

we can find Copy to my clipboard option on Action 3 dot section

After Coping thee Action, it would be available on My Clipboard

The post My ClipBoard – Copy paste action in power automate tips appeared first on Microsoft Dynamics 365 Blog.