Generate PDF from Document Templates in CDS & Dynamics 365 CE using native Web API with Flow
Aug20

Generate PDF from Document Templates in CDS & Dynamics 365 CE using native Web API with Flow

The Create Quote PDF capability and the option to enable PDF generation was introduced in version 9.0.1905.2010 of Dynamics 365 CE. It can be enabled in the App Settings of the Sales Hub and it will add two buttons to the ribbon of the Quote form: ‘Create PDF’ and ‘Email as PDF’ of a selected Word template. The big question is whether this option is or will be available for other entities… Continue...

Read More
Share your Forms Pro survey templates with the community
Aug07

Share your Forms Pro survey templates with the community

In Microsoft Forms Pro you can share your survey as a template by copying the generated URL and distribute it to other users. But would it be possible to share it outside your organizaiton as well? With Microsoft Forms this was already possible and could be turned on or off via the Administrator Settings. These are the current settings for external sharing of Microsoft Forms in my demo… Continue Reading StefanS365’s...

Read More
Copy Price List Items to Quote Lines with Flow
Aug06

Copy Price List Items to Quote Lines with Flow

I wanted to write this blog post as an explanation of my answer to a question on the Dynamics 365 for Sales Forum at the Dynamics 365 Community, but I didn’t publish it until now. This flow will copy the Price List Items of a Price List that is selected on a Quote, to the Quote Lines. This is the overview of the flow: In this case I will use a ‘When a record is selected’ trigger… Continue Reading...

Read More
Grant access to folder in SharePoint for Access Team members with Flow
Jul22

Grant access to folder in SharePoint for Access Team members with Flow

There was a question on the Dynamics CRM community forum how to add folders to a document location in SharePoint and grant access to that folder for the members of the Access Team on a record in Dynamics 365 CE. This turned out to be much easier than I first thought, especially with the new actions of the SharePoint connector in Flow. Here is the overview of the Flow: To start the… Continue Reading StefanS365’s Article on...

Read More
Slides of my session ‘Take full control over your Flow approvals’ at SPSNL19
Jul01

Slides of my session ‘Take full control over your Flow approvals’ at SPSNL19

I’ve published the slides of my session ‘Take full control over your Flow approvals’ at SharePoint Saturday Netherlands 2019. The post Slides of my session ‘Take full control over your Flow approvals’ at SPSNL19 appeared first on There's Something About Dynamics 365. Continue Reading StefanS365’s Article on their blog Slides of my session ‘Take full control over your Flow approvals’...

Read More
AI Builder Business Card scan control is available now
Jun20

AI Builder Business Card scan control is available now

Business card scan is part of the 2019 release wave 2 plan and will get General availability in October 2019. But the AI Builder Business Card control is already available in Dynamics 365 right now. Just add a single line of text field to the Contact entity (for instance) form and select the new AI Builder Business Card control. You can map the output fields to the fields on… Continue Reading StefanS365’s Article on their...

Read More
Preview Instant Flow steps in Business Process Flows
Jun20

Preview Instant Flow steps in Business Process Flows

Instant Flow steps in Business Process Flows are now in preview, yes! See the announcement on the Flow Blog: Preview Instant Flow steps in Business Process Flows The post Preview Instant Flow steps in Business Process Flows appeared first on There's Something About Dynamics 365. Continue Reading StefanS365’s Article on their blog

Read More
Reassign Flow Approval Request from the actionable message
Apr19

Reassign Flow Approval Request from the actionable message

This is part 4 of the blog post series ‘Take Full Control of Your Flow Approvals‘ and in this part we’re going to implement the reassignment of Approval Request from the custom actionable message and process this is the receiving Flow to update the data in the CDS for Apps. So what happens when a Flow Approval Request is reassigned to someone else?Let’s reassign an Approval Request from the… Continue...

Read More
Trigger your Flow on Approval Request to send the custom actionable message
Apr17

Trigger your Flow on Approval Request to send the custom actionable message

This is part 3 of the blog post series ‘Take Full Control over Your Flow Approvals‘ and in this part we’re going to create our own Flow to send the custom actionable message. The idea is to hook into the data of Approvals that is stored in the CDS for Apps and is created by the standard Approval actions in your environment(s). In the previous blog post I described the way we can create our own… Continue Reading...

Read More
Create your own actionable messages for Flow Approvals
Apr15

Create your own actionable messages for Flow Approvals

This is part 2 of the blog post series ‘Take Full Control of Your Flow Approvals’. In part 1 we explored the data model for Approvals in the CDS for Apps. We will use this “infrastructure” to extend it with our own logic and customizations. The standard actionable messages for Flow Approvals have some limitations, so we are going to create our own actionable messages to overcome these… Continue Reading...

Read More
Take Full Control over Your Flow Approvals
Apr15

Take Full Control over Your Flow Approvals

In my session ‘Take Full Control over Your Flow Approvals with Common Data Service for Apps‘ at the Power Platform Summit in Amsterdam I shared my ideas and concepts to take control over Flow Approvals in & with the Power Platform. Now it’s time to create a real Approval app. So let’s get started. The fact is that Flow Approvals are part of the Common Data Service for Apps (CDS). Let me… Continue...

Read More
Slides of my sessions at User Group Summit Europe 2019
Apr03

Slides of my sessions at User Group Summit Europe 2019

Last week at the User Group Summit Europe and Power Platform Summit Europe I did 4 sessions in total.Here are the slides of my sessions:– Unleashing the Power of Universal Resource Scheduling in Dynamics 365 CE– Invite Contacts to Dynamics 365 Portal as Guest User with Azure AD B2B & Custom Flow Connector– Automate Your Dynamics 365 CE Admin Tasks With Flow!– Take Full Control over Your Flow… Continue...

Read More
Automate SharePoint Document Locations creation in Dynamics 365 CE your way with Flow (2)
Mar08

Automate SharePoint Document Locations creation in Dynamics 365 CE your way with Flow (2)

To complete our scenario from the previous blog post, we have to create Flow number 2:On status change of the lead: if qualified, then set the regarding field at the document location record to the qualifying opportunity. Here is the overview of the Flow: When a Lead is qualified, the Qualifying Opportunity field is populated, so we use this field as Attribute Filter in the trigger… Continue Reading StefanS365’s Article on...

Read More
Automate SharePoint Document Locations creation in Dynamics 365 CE your way with Flow (1)
Mar07

Automate SharePoint Document Locations creation in Dynamics 365 CE your way with Flow (1)

Scenario:Our Sales team would like to share sales documents related to the specific lead/opportunity.Server-based SharePoint integration is enabled and we created a modern team site in SharePoint Online where every parent account of the leads will have their own library. For every lead we want to add a folder to the account library and copy a start document to it. A document location to this… Continue Reading StefanS365’s...

Read More
Send Action card from Dynamics 365 CE as Actionable Message via Email
Feb18

Send Action card from Dynamics 365 CE as Actionable Message via Email

Users can stay updated with Action cards in Dynamics 365 CE by enabling the Relationship assistant as part of Sales AI. For those users that are hooked on Email notifications it’s possible to send the Action cards as Actionable Messages via Email with the help of Microsoft Flow. These so-called Adaptive Cards can have similar markup and actions. Here is an overview of the Flow. We… Continue Reading StefanS365’s...

Read More
Add product to price lists with Flow
Dec31

Add product to price lists with Flow

Adding new products to a list of price lists can be time consuming so why not automate that with Flow. Here is the overview of the flow: I use the trigger ‘When a record is selected’ with a text input to get the first part of the name that the -to be selected- price lists have in common; they share the same name followed by the currency name between brackets. Then I select the… Continue Reading StefanS365’s...

Read More
The ‘Flow Connectors for Dynamics 365’ Matrix
Nov12

The ‘Flow Connectors for Dynamics 365’ Matrix

Continue Reading StefanS365’s Article on their blog

Read More
Playing around with Playbooks for custom entities
Nov08

Playing around with Playbooks for custom entities

Reading the October ’18 Release Notes I got interested in the new Playbooks functionality. Since the release is rolling out I started playing around with Playbooks. Jukka Niiranen wrote an excellent blog post about Playbooks for Dynamics 365 Activity Templates. Kevin Annfield did his part about Automating Dynamics 365 Playbooks. So I wanted to find out if Playbooks can be enabled for… Continue Reading StefanS365’s...

Read More
How to edit settings of Dynamics 365 Trial instance
Nov08

How to edit settings of Dynamics 365 Trial instance

I’ve added a Trial instance of Dynamics 365 version 9.0 to our tenant. Our company name was copied to the instance name and to the URL with an extra ‘0’ to make it unique. But when I connected to our production instance (with the same name) from XrmToolBox I got connected to the Trial. What the flow? OK, that must be because of the same instance name so let’s change that. Oh no, that’s not… Continue...

Read More
Connect Dynamics 365 version 9.0 on-premise with Microsoft Flow
Nov05

Connect Dynamics 365 version 9.0 on-premise with Microsoft Flow

Dynamics 365 Server, version 9.0 is available for download now. It’s possible to connect Dynamics 365 version 9.0 on-premise with Microsoft Flow: Triggers: make use of webhook registration to post a request to Flow connector ‘When a HTTP request is received’ Actions: make use of the Flow connector ‘HTTP with Azure AD – Invoke an HTTP request‘ and choose the option to Connect via on-premise…...

Read More
How to clone a record and set its lookup field to new parent in Dynamics 365 CE
Nov02

How to clone a record and set its lookup field to new parent in Dynamics 365 CE

I would like to create a copy of an existing “template” record (custom entity) and then set the lookup on the new record to a parent, in this case the account from where I start the on-demand workflow. With the help of Demian Raschkovan’s Dynamics-365-Workflow-Tools I am able to clone a record. And with the help of Andrew Butenko’s Ultimate Workflow Toolkit I can set the lookup field on the… Continue...

Read More
Slides of SPSBE session about Model-driven apps with PowerApps
Oct20

Slides of SPSBE session about Model-driven apps with PowerApps

Hereby the slides of my session about Model-driven apps with PowerApps, at the SharePoint Saturday Belgium on 20th October 2018. Model-driven apps with PowerApps – SPSBE 2018 from Stefan Strube Continue Reading StefanS365’s Article on their blog

Read More
Microsoft Flow – Business Process Flows from a traditional CRM perspective
Oct15

Microsoft Flow – Business Process Flows from a traditional CRM perspective

This post is manually triggered by the blog post of Pieter Veenstra: Microsoft Flow – Business process flows from a traditional Flow perspective. Microsoft added Business Process Flows (BPF’s) to their Microsoft Flow platform. BPF’s are managed in PowerApps since the integration between Dynamics 365 and PowerApps. With Spring 2018 update (v9.0.2) their data is stored in the Common Data… Continue Reading...

Read More
Using Dynamics 365 Webhooks as the third way to trigger Flow
Oct09

Using Dynamics 365 Webhooks as the third way to trigger Flow

There are two connectors available in Flow to get triggers from Dynamics 365 CE once it’s integrated with Common Data Service for Apps (Spring 2018 update > V9.0.2): the socialist Dynamics 365 Standard connector and the capitalist Common Data Service Premium connector. To get the socialist Dynamics 365 Standard connector working as trigger you need to enable Change Tracking on Entity… Continue Reading StefanS365’s...

Read More
Create Account hierarchy in Dynamics 365 CE with Flow, based on CoC data
Oct03

Create Account hierarchy in Dynamics 365 CE with Flow, based on CoC data

We make use of a web services solution and subscription to enrich the accounts with data from the Business register of the Chamber of Commerce (CoC). In this way the records can be filled with validated data from a reliable source, and the accounts get unique numbers so the duplicate detection can intervene when an account with the same number is created. The CoC data contains among others the… Continue Reading...

Read More
Schedule update of Currency Exchange Rates in Dynamics 365 CE with Flow
Oct01

Schedule update of Currency Exchange Rates in Dynamics 365 CE with Flow

Working with multiple currencies in Dynamics 365 CE, you might have the need to update the currency exchange rates on a regular basis. There are custom solutions and even a XrmToolBox plugin to do the job but let’s keep it simple and just do it with Flow. Here is the overview of the flow: First I initialize a variable of the type Float, since the Exchange Rate field in Dynamics 365 is a… Continue Reading StefanS365’s...

Read More
User attribute values lost in synchronization > Flow to the rescue: Middle Name – revisited
Sep28

User attribute values lost in synchronization > Flow to the rescue: Middle Name – revisited

For the sync between the HR system and the local AD we use an on-prem SQL database that can be connected to Flow via a Data Gateway. In this database there is the Middle Name field available that I will use to sync it to Dynamics 365. Overview of the flow: For each user the local SQL database is queried: When the Middle Name value from the database is not equal to the Middle Name in Dynamics… Continue Reading StefanS365’s...

Read More