Converting JSON to XML and XML to JSON in a Flow | Power Automate
In this very simple post, let’s look at how you can convert JSON to XML and XML back to JSON while working in Power Automate. First, let’s look at converting JSON to XML and then, XML to JSON from the same result of the first conversion. JSON to XML Let’s look at an example where we have a sample JSON which we will convert to XML in Power Automate using xml() function and we’ll revert… Continue Reading...
Filter records in a View owned by a Team you are a member of | Dynamics 365 CRM
In Dynamics 365, “My” views show records owned by the System Users themselves. Let’s look at how you can have views that let’s you filter records based on the Owner Team which you are a part of. Scenario Let’s assume the below scenario in terms of Contacts entity. All users have Contacts owned by them. Out-of-the-box views show filter “My” views only by Owner field. Default My Active…...
![Duration field in Dynamics 365 converts Hours value to Days in Dynamics 365 | [Flow Workaround to convert in Hours and Mins]](https://i2.wp.com/365community.online/wp-content/uploads/2021/02/1614508411_Duration-field-in-Dynamics-365-converts-Hours-value-to-Days.png?resize=240%2C240&ssl=1)
Duration field in Dynamics 365 converts Hours value to Days in Dynamics 365 | [Flow Workaround to convert in Hours and Mins]
This must be one of the most common scenarios Dynamics 365 Users must’ve come across. The Whole Number’s Duration field shows Duration in Days once it crosses 24 hours, it shows the Duration in Days. Like below –And once you leave the control, it’ll be converted to it’s equivalent Days conversion But if you click on it, you can in fact see the Hours However, It’s not ideal to click on…...
Office 365 Outlook connector in Cloud Flows showing Invalid Connection error | Power Automate
Office 365 Outlook connector is one of the most required connectors for Cloud Flows since it involves Exchange Online / Outlook services. At times, all the Connection References work fine elsewhere but in causes issues with Office 365 Outlook and shows error which says ‘Connection not found. Please create a new connection and change your application to use the new connection‘ even when you… Continue Reading...
Show custom ribbon button based on Security Role of the logged in User in Dynamics 365 | Ribbon Workbench in XrmToolbox
In ribbon button customization, it is a common scenario to show the button only to a certain set of users who have a certain security role. Security Role Scenario Let’s assume Subscription Manager is a security role in your Dynamics 365.And the Ribbon button will only be visible to the Users who have been assigned this Security Role.If they have this Role, they’ll be able to see the… Continue Reading...
Connecting XrmToolBox to an MFA enabled Dynamics 365 environment | Azure AD
It has always been recommended to enable MFA on environments we work on. For developers, it is especially critical that MFA is enabled that developers are also someone who need to connect the https://www.xrmtoolbox.com/ more than ever! Here’s one of the common challenges in being able to connect to an MFA enabled Dynamics 365 instance using XrmToolBox. Register the Dynamics 365… Continue Reading priyeshwagh777’s...
Form Access Checker in new Power Apps Form Designer | Model-Driven Apps in Dynamics 365
Most of us have been used to using the classic form designer as of now. And the Power Apps UI which is in https://make.powerapps.com/ has some important new features. We create forms and we then have to explicitly make sure we have assigned them correct Security Roles and added them to the Apps correctly. So the new Power Apps Form Designer has a very useful feature called as Form Access… Continue Reading priyeshwagh777’s...
Wave 1 2021 Early Access is now available | Opt-in
As per MS Docs Key Dates i.e. Feb 1st for 2021 Wave 1 Early Access – https://docs.microsoft.com/en-us/dynamics365-release-plan/2021wave1/#key-dates-for-the-2021-release-wave-1?WT.mc_id=DX-MVP-5003911 Note: Since these are Early Access Features, not all features would necessarily make it to the final Wave 1 2021 release. Kindly try these features in a Sandbox environment only and test the… Continue Reading...
Visualize Adaptive Card for Teams user action within a Cloud Flow | Experimental Feature
Microsoft Teams’ connector for Cloud Flows (Power Automate), and if you are looking to use Adaptive Cards for Microsoft Teams from the connector. There are chances that you’ll see some options to post an Adaptive Cards to Teams. I’m exclusively covering a Teams’ connector’s Action called as Post an Adaptive Card to a Teams user and wait for a response. But, you also have an improved… Continue...
Multi-select Items from Gallery and adding/removing them from Collections | Power Platform
Now, let’s say you want to be able to select a few Gallery Items and the same should be populated to a Gallery and even from Collection as well. You can use this scenario if you want to create a Collection of some GUIDs/Account Names and then take separate action on it or handle it in some other context. Add Check box in a Gallery Let’s take a simple example- I added a Check Box in… Continue Reading...
FormatDateTime function in a Flow | Power Automate
DateTime fields from Dataverse / Common Data Service (Current Environment) are retrieved in full Date and Time format. And in common applications, you are required to only retrieve the Date and not the Time. Or even Format the Date Time in a certain way. Let’s look at how to format DateTime in a Flow which appears as below Let’s look at a simple example by trying to format a Created On… Continue Reading...
Use Rich-Text Control for Multiple Lines of Text in Dynamics 365 CE | Quick Tip
With the addition of the Rich Text Control, your Multiple Lines of Text field can make a lot more sense than before. Standard Control Your usual control for Multiple Lines of Text looks like this Rich Text Control Now, you can turn this into a Rich Text EditorHere’s how you do it – Go to the Multiple Lines of Text field, in this case, Description field.select the inner control… Continue Reading priyeshwagh777’s...
Ribbon button visibility based on a field value in Dynamics 365 | Ribbon Workbench
Most times, requirement is as simple as being able to show or hide a ribbon button based on a value of the field on the record. Scenario Let’s consider this scenario, a button on Lead entity called as “Evaluate” exists. It should be only visible if the Lead Source (OptionSet) is set to Partner.And the button should be hidden if the condition is not satisfied. Enable Rule based on… Continue Reading...
Formatting Approvals’ Details in Cloud Flows | Power Automate
Now, not always Approvals details/description should appear as plain text. In order to enrich the Details of an Approval Adaptive Cards (which you can send as part of standard Approvals provided by Cloud Flows / Power Automate)In this post, I’ll be looking at an example to format Details for a “Start and wait for an approval” Action step in Power Automate / Cloud FlowYou can enrich the Details… Continue Reading...
Trigger Conditions not working in a Cloud Flow? Here’s Why | Power Automate Quick Tip
At times, you’re pretty sure that the trigger condition you’ve put in a Cloud Flow is correct but it still doesn’t trigger. Scenario Here’s a scenario which I came across where the Trigger Conditions weren’t triggering. The trigger was Common Data Service (Current Environment) connector and the Trigger Conditions were supposed to check for a specific value to fire. However, even upon… Continue...
Parallel Branching in Cloud Flows – Isolate Response dependent Step Actions in parallel branches | Quick Tip
As 2020 comes to a close, here’s a Power Automate / Cloud Flows quick tip that might benefit newbies to Power Automate. Scenario Some Flows need you to include Approvals or Adaptive Cards that halt the execution of the Flow until the Response from the target is sent back to the Flow. If there are some steps to be taken after the Response is received. Parallel Branching You can… Continue Reading priyeshwagh777’s...
Read OptionSet Labels from CDS/Dataverse Triggers or Action Steps in a Flow | Power Automate
Retrieving OptionSet Labels from CDS data in a Cloud Flow / Power Automate / Flow is an extra step than just picking from the Dynamic Values. Check this post!! Scenario While working with data that is either a result of a Dataverse Trigger (on Create/Update) or Action like (Get record, list record), the OptionSet fields from CDS/Dataverse return the Values of the OptionSet instead of the… Continue Reading priyeshwagh777’s...
InvalidWorkflowTriggerName or InvalidWorkflowRunActionName error in saving Cloud Flows | Power Automate Quick Tip
If you are lately started creating Flows, you’ll come across some errors which are not precisely directing to what might be the issue but throw an error that says as below – For Triggers (InvalidWorkflowTriggerName) – Run Action (InvalidWorkflowRunActionName) – Reasoning The reason you see these errors are because of Invalid Characters which are in your Flow Trigger Step Names or on… Continue Reading...
![Setting Correct Default Mode for Forms in a Canvas App | [Quick Tip]](https://i0.wp.com/365community.online/wp-content/uploads/2020/12/1608484728_Setting-Correct-Default-Mode-for-Forms-in-a-Canvas-App.png?resize=240%2C240&ssl=1)
Setting Correct Default Mode for Forms in a Canvas App | [Quick Tip]
If you are new to creating a Canvas App and you’ve just added a Form and when you try to run and test the same in the browser itself, you don’t see it. So let’s say you’ve put a form like this And all you see is this – So this happens based on the Default Mode and whether the context is passed to the form depending on the type or not. Default Mode There are 3 Default Modes for… Continue Reading...
Rating Control to represent data from Dataverse in a Canvas Power App | Power Platform
Although, you can use Text based controls to represent data as is in a Canvas Power App. So why not go an extra mile to make it look more intuitive. Scenario Let’s say there are Accounts and you have some kind of Compliance Ratings on them to represent compliant they are based on certain criteria. Could be a Numeric value or Decimal value. But Rating Control represents only in Numeric… Continue Reading...
Entity Icon for entities on Unified Interface | Quick Tip
Now, Unified Interface being the only interface we have to work on in Dynamics 365 CRM, Here’s a quick tip on how and where you can set the Entity Icon for the Unified Interface. Default Icons One each entity, Custom or otherwise, here’s where you can set the Icon. Let’s say Commissions is a custom entity which has a default Icon.This is how it appears in the Unified Interface for any… Continue Reading...
Create a Team, add Members in Microsoft Teams upon Project and Team Members creation in PSA / Project Operations | Power Automate
Let’s take a simple use case where you need to have a Microsoft Team created in Teams and have the Project Members added to the Microsoft Teams’ Project Team. You can simply do this using 2 simple Flows in Power Automate Scenario & Setup If you are a PSA Customer, you would want to create a Team in Microsoft Teams based on what Project it is and then add Team Members of the Project as… Continue Reading...
Setting Lookup in a Flow CDS Connector: Classic vs. Current Environment connector | Power Automate Quick Tip
Both the CDS and CDS Current Environment connector are similar yet different in the way how they accept Lookup values set in their Update a record steps. Here’s a quick tip!! Scenario Taking a simple example of setting Primary Contact Lookup on Account. We’ll do the same thing using both the connectors mentioned below. Common Data Service connector Common Data Service… Continue Reading priyeshwagh777’s Article...
Using outputs() function and JSON Parse to read data from missing dynamic value in a Flow | Power Automate
I faced this issue lately and not sure if it’s a bug or something I might be missing. But, I couldn’t find anything in Dynamic Content in a Flow and I was not able to pick fields to use further in a Flow. Not sure how many of you faced this since most fields you need are available in a Flow’s Dynamic Content part. Scenario – Adaptive Cards for Teams issue I had this one scenario in… Continue Reading...
Save Adaptive Cards work using VS Code Extension – Adaptive Cards Studio | Quick Tip
If you’ve started working on Adaptive Cards recently and always struggle with losing Adaptive Card payload from https://adaptivecards.io/designer/, you should use the Adaptive Cards Studio Extension. So there’s a Visual Studio Code Extension for the same which will help you preserve and preview the Adaptive Card you are working on. Problem Statement While working with Adaptive Cards,… Continue Reading...
Adaptive Cards for Outlook Actionable Messages using Power Automate | Power Platform
Let’s take a look at how you can design Adaptive Cards for Outlook and get response from Outlook users to process using Power Automate. Scenario Let’s say I wanted to send an Adaptive Card to an Outlook user on their Email and ask some comment, example – A descriptive feedback and read their response back and send them a confirmation Adaptive Card. In this post, I’ll simply read the… Continue Reading...
Find deprecated JS code used in your Dynamics 365 environment | Dynamics 365 v9 JS Validator tool | XrmToolBox
In this point in time where all developers are busy upgrading their Dynamics 365 JavaScript libraries to use the latest supported code. Here’s an extremely handy tool by Michel Gueli (https://twitter.com/MichelGueli) called as ‘XrmToolBox.Dynamics365V9JavascriptValidator’ Dynamics 365 v9 JavaScript Validator in XrmToolBox If you use XrmToolBox already, make sure you look for the below… Continue Reading...
Make On-Demand Flow to show up in Dynamics 365 | Power Automate
Here’s a Flow trigger that you can make to appear on-demand in Dynamics 365 views. What makes a Flow appear on a certain entity? Like this – Common Data Service connector (Not Current Environment version) If you’re familiar by now with Common Data Service Connectors, there are 2 of them. 1. Common Data Service, 2. Common Data Service (Current Environment). Here, you’ll have to use… Continue Reading...
Track and Set Regarding are disabled for Appointments in Dynamics 365 App For Outlook message | Demystified
If you are new to tracking, you probably also want to track the Appointments to Dynamics as well. Whether this is enabled for you or not is an optional setting and you end up seeing this error message – Enable Tracking for Appointments, Tasks & Contacts One of the first places to go and check for Admins when someone reports such an issue is to check if the Appointments, Contacts or… Continue Reading...
Run As context in CDS (Current Environment) Flow Trigger | Power Automate
In a CDS (Current Environment), you have to option to Run the Flow under a context of a certain user. And there are a few options from which you can select from – Process Owner, Record Owner & Triggering User Here’s my Flow in which the trigger is the CDS (Current Environment) connector. Show advanced options and you’ll see that there’s a field call as Run AsWhich has the following 3… Continue Reading...
![Cancelled Bookings Imported in Time Entries in Dynamics 365 PSA issue | [Quick Tip]](https://i2.wp.com/365community.online/wp-content/uploads/2020/10/Cancelled-Bookings-Imported-in-Time-Entries-in-Dynamics-365-PSA.png?resize=240%2C240&ssl=1)
Cancelled Bookings Imported in Time Entries in Dynamics 365 PSA issue | [Quick Tip]
Import Bookings is one of the important features provided by PSA for users to do Time Entries quickly and efficiently! But out of the box, they also Import Cancelled Bookings! Scenario Now, let’s say we have some Bookings for a Resource and they look like this- These are the original Bookings for Priyesh on Tuesday and Thursday respectively i.e. 27th and 29th Oct 2020.Now,… Continue Reading priyeshwagh777’s Article...
Remove ‘This Email has been blocked due to potentially harmful content.’ message in Dynamics 365 Emails | OrgDbSettings utility
It’s annoying to see this message on every email you Track in Dynamics 365 and just how it takes all the critical space on your timeline instead of showing you the actual email message.Let’s look at how we can disable it using OrgDbSettings tool. Note: I wouldn’t recommended to do these changes since we are looking to by-pass security flags dictated by Microsoft for your Org. However, if… Continue Reading...
Task Completion reminder using Flow Bot in Microsoft Teams | Power Automate
We can be a little creative and put Flow Bot to use in Power Automate’s Microsoft Teams connector! Let’s look at a use case where you can use it to make sure Task Reminders can be handled in a friendly way. An Open Task Let’s look at a typical Task in Dynamics – Let’s say there’s a Task set to Joe to have a meeting with Adam which looks like this in Dynamics.In this example, I’ll ask…...
Turn Teams On / Off at Org Level, provisioning users | M365 Admin Center Tip
Here’s a tip you’ll probably need. You can quickly turn Teams On/Off at the Org level. Typically, if the Teams is not enabled at the Org Level, you’ll see this error messageif you click on the Enable Teams button, it’ll take you to this Microsoft Docs page – https://docs.microsoft.com/en-us/MicrosoftTeams/office-365-set-up?WT.mc_id=DX-MVP-5003911 Turn Teams On or Off at Org Level To… Continue...
There are missing dependencies. Install the following solutions before installing this one: “Active” | Connection References missing in Power Platform Solution
While importing and Unmanaged Solution into another environment, you must’ve come across these error messages like “There are missing dependencies. Install the following solutions before installing this one: “Active”“ Now, there are various factors as to why this error is seen. I’ll try to cover one of them. Missing Connection References! Let’s take a look. So, out of other reasons, one…...
![Clear a field value & Reset Form in a Canvas Power App [Quick Tip]](https://i2.wp.com/365community.online/wp-content/uploads/2020/10/Clear-a-field-value-amp-Reset-Form-in-a-Canvas.png?resize=240%2C240&ssl=1)
Clear a field value & Reset Form in a Canvas Power App [Quick Tip]
One of the most useful features to provide in a Form Control in a Canvas Power App is the ability to “Clear/Reset a Form” and “Clear a Field value”. Let’s look at how Power Apps’ existing feature can help you achieve this. Clear Field Let’s say Description field is a lengthy field and often times, you want to clear the entire field instead of just backspacing the entire… Continue Reading...
Get GUID of the current View in Dynamics 365 CRM JS from ribbon button | Ribbon Workbench
You already know the GUID of a view, nothing surprising. But, you want to get what current view is active. Because at times, you want to compare and return values to a CustomRule based on what view is being set currently! Let’s take a look! Passing Parameter to JS function in Ribbon Workbench Let’s assume the below scenario – You have a Ribbon button on the Account entity. And it… Continue Reading...
Get Dynamics 365 field metadata in a Canvas App using DataSourceInfo function | Common Data Service
Mostly, Gallery and Forms are used to work with CDS (Common Data Service) Entities data are in Dynamics 365 like Accounts, Contacts, Opportunities etc. Some of the common field level metadata info you can retrieve is: MinValue, MaxValue, MaxLength of a field. This is dependent on whether it is supported/provided by Data Source itself, be it CDS or any other Data Source, depends. You can… Continue Reading priyeshwagh777’s...
![Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]](https://i2.wp.com/365community.online/wp-content/uploads/2020/10/1601581556_Dynamics-365-App-For-Outlook-missing-on-SiteMap-in-CRM.png?resize=240%2C240&ssl=1)
Dynamics 365 App For Outlook missing on SiteMap in CRM? Use shortcut link [Quick Tip]
If you are using an older Dynamics 365 online/on-premise, you might likely be missing seeing the Dynamics 365 App For Outlook because it wasn’t originally added to SiteMap and you might not have added. Use Shortcut provided by Microsoft Support Let’s say your Organization URL is https://<org>.crm.dynamics.com/Then, append the below link to the Organization URL to make it look like… Continue Reading...
![Calendar View for Work Order Bookings in Field Service | Wave 2 2020 Update [Early opt-in]](https://i1.wp.com/365community.online/wp-content/uploads/2020/09/Calendar-View-for-Work-Order-Bookings-in-Field-Service.png?resize=240%2C240&ssl=1)
Calendar View for Work Order Bookings in Field Service | Wave 2 2020 Update [Early opt-in]
So here’s a nice improvement to see your Bookable Resource Bookings in a Calendar View as a part of the 2020 Wave 2 Update for Field Service! Disclaimer: his is a preview feature and is planned, it’s no guarantee that this feature will make it to the final release of Wave 2 Updates. Pre Requisites Make sure Wave 2 2020 Updates are available to your either via Early Opt-in or having… Continue Reading...
Debug Published Canvas Power App with other users using Monitor | Power Platform
At times, users report that they can’t seem to know what’s wrong with their published App and the behavior is said to be unexpected. At times, no direct error is thrown to them but they don’t seem to understand what’s wrong. Here’s what we can look at and invite them to join a Remote debugging session. Open Monitor In your Canvas Power App, you can find Monitor (which is in Preview as… Continue...
Pass Execution Context to JS Script function as a parameter from a Ribbon button in Dynamics 365 | Ribbon Workbench
One of the most common searches around customizing ribbon buttons is to send the Execution Context / Form Context as a parameter to the JavaScript function your Ribbon button is set to call. Pass Form Context to the JS in Ribbon Let’s see how you can pass form context as a parameter to the JS method on from your Ribbon button Let’s say you have a ribbon on the Opportunity that does… Continue Reading...
Download a File from a Canvas Power App using a button | Power Platform
Let’s say you give a simple button to download a standard PDF file to the user. It could be a pre-defined file which already exists somewhere and your App readily has the URL to the file. You only need to provision a button to the user to download and they can simply click it and download the file to the device. Let’s see how! Scenario Let’s say salespeople in your organization have… Continue Reading...
AddColumn() function to dynamically add columns to a Data table in Canvas Power App | SharePoint List
At times, you want to do a quick calculation but the Data Source doesn’t have that column present. Example, you’re populating some data from a SharePoint List which is a Scoreboard. But it doesn’t tell the difference between the current Score and Top Score. So, to find how many points does the Score trails by the Top Score. To do that, we’ll dynamically add a Column to our Data Table in a… Continue...
AddColumns() function to dynamically add columns to a Data table in Canvas Power App | SharePoint List
At times, you want to do a quick calculation but the Data Source doesn’t have that column present. Example, you’re populating some data from a SharePoint List which is a Scoreboard. But it doesn’t tell the difference between the current Score and Top Score. So, to find how many points does the Score trails by the Top Score. To do that, we’ll dynamically add a Column to our Data Table in a… Continue...
Implement real-time search in Gallery of CDS records in a Canvas Power App | Power Platform
One of the most common asks is to be able to search CDS records in a Gallery control in real-time using a Text-box. Search Box & Gallery connected to CDS Let’s design a simple gallery that is populated with CDS records from Account entity. Take a Text Input control (Textbox) and make it look like a Search Box. In order to have the Search watermark, write the text to appear as… Continue Reading priyeshwagh777’s...
Using triggerBody() / triggerOutput() to read CDS trigger metadata attributes in a Flow | Power Automate
Now, for all the newbies working with Common Data Service (Current Environment) connector face a little constraint in order to read certain fields which are NOT in the list of the Dynamic Content of the CDS connector itself. Scenario Let’s say you want to read this field from the Body / Outputs of the CDS trigger in a Flow in Power Automate Attributes (or rather supporting metadata)… Continue Reading priyeshwagh777’s...
![Convert environments between Production and Sandbox | Power Platform Admin Center [Quick Tip]](https://i0.wp.com/365community.online/wp-content/uploads/2020/09/1599331403_Convert-environments-between-Production-and-Sandbox-Power-Platform-Admin.png?resize=240%2C240&ssl=1)
Convert environments between Production and Sandbox | Power Platform Admin Center [Quick Tip]
In most scenarios, you might need to either – Convert from Production to Sandbox orConvert from Sandbox to Production Converting from Production to Sandbox Navigate to Power Platform Admin Center’s environments section – https://admin.powerplatform.microsoft.com/environmentsSelect the environment you want to convert (you can even navigate inside this environment)You’ll be asked for… Continue Reading...
Log Canvas Power App telemetry data in Azure Application Insights | Power Apps
Here’s how you can register your Canvas Power App in your Azure’s Application Insights and log telemetry data into Azure. Some basic info about what all you can see in Application Insights is – Count of Users who used the appEvents logged, Sessions loggedDevice infoRegion info It’s quite simple to set it up! Let’s take a look – < h2>Registering in Application Insights in… Continue Reading...
![Find Created On date of solution components in Solution Layers | Dynamics 365 [Quick Tip]](https://i0.wp.com/365community.online/wp-content/uploads/2020/08/Find-Created-On-date-of-solution-components-in-Solution-Layers.png?resize=240%2C240&ssl=1)
Find Created On date of solution components in Solution Layers | Dynamics 365 [Quick Tip]
If you’ve been using classic CRM since 2011 days until Solutions History came out (around 2018 timeline), we always wondered when was a certain field, view, form (component in general) was created. It’s possible to see using Solution Layers Example: When was a field created Let’s say you want to find out when a field was created. Select the field, check for Solution Layer as shown… Continue Reading...