Save your flow run history to Azure Table Storage
Jul10

Save your flow run history to Azure Table Storage

Power Automate flow run history is available for no longer than 28 days in EMEA located environments because of GDPR. General Data Protection Regulation (GDPR) requires us to keep run logs for no longer than 28 days. To maintain a longer history you’ll need to manually capture run histories before they are deleted.Information on the 28-day run history With the custom connector to get… Continue Reading StefanS365’s...

Read More
Custom connector to get flow run history
Jul08

Custom connector to get flow run history

I’ve created a custom connector to get the run history of a specified flow in a specified environment. Please follow the instructions from the Power Apps blog post for the app registration. Add the Flows.Read.All permission instead. Download and import the swagger file for the custom connector.  Enter Client Id, Client Secret and Resource URL: https://service.flow.microsoft.com/…. Continue Reading StefanS365’s...

Read More
Send E-mail to owner(s) of record with CDS workflow
Jul02

Send E-mail to owner(s) of record with CDS workflow

If you want to send an e-mail to the owner(s) of a record, so to the owning user or the users of the owning team (and you don’t want to use a queue), this can be done with a simple CDS worklow based on custom workflow activities from the Dynamics-365-Workflow-Tools, created by Demian Raschkovan. If you want to include a hyperlink to the record in your e-mail message the ‘Get App Record Url‘… Continue Reading...

Read More
Users without proper license show up as enabled users in Dynamics 365 CE – Revisited
Jun24

Users without proper license show up as enabled users in Dynamics 365 CE – Revisited

Here’s an update of the first blog post I wrote for this blog: Users without proper license show up as enabled users in Dynamics 365 CE. Users with licenses other than Dynamics 365 might show up as enabled users in your Dynamics 365 environments because of the addition of the Common Data Service “app” (service) to the Office 365 Enterprise licenses. And this is also the case for the… Continue Reading...

Read More
Create flows with Power Automate to update Title field in libraries of newly created SharePoint site automatically
Jun11

Create flows with Power Automate to update Title field in libraries of newly created SharePoint site automatically

The Title field / property of files in SharePoint document libraries is important for the search index, so it’s a best practice to set the Title field manually or automatically by Power Automate flow for instance. Using Power Automate means you need to create flows that trigger on created and modified files in the relevant document libraries and that is a challenge to manage by hand. So I’ve… Continue Reading...

Read More
Extending the swagger file for the Approval custom connector
May19

Extending the swagger file for the Approval custom connector

In the official Power Apps blog post ‘Building an Approval experience in Canvas Apps‘ (published on April 15, 2020) there’s a link to the swagger file for the Approval custom connector that exposes the operations to retrieve sent and received approvals, and to approve or reject an approval request. From the Approvals action center in Power Automate it’s also possible to cancel an approval (as…...

Read More
Use Microsoft Bookings as room and desk planner (back to the office)
May09

Use Microsoft Bookings as room and desk planner (back to the office)

As a member of the Power Platform community, I love the initiatives to make applications available to organizations to face the challenges of this pandemic era. The platform has proven itself and offers the possibility to create professional solutions within a few days. But as a solution architect I like to keep an open mind towards all the services within the Microsoft cloud ecosystem and… Continue Reading StefanS365’s...

Read More
Power Automate the enforcement of naming convention on flows with CDS(ce) trigger: Revisited
Apr24

Power Automate the enforcement of naming convention on flows with CDS(ce) trigger: Revisited

In my previous blog post I described how the naming convention for flows with a Common Data Service (current environment) trigger can be enforced with Power Automate flow, and could be extended for other trigger types like Recurrence and Request based on a Switch action. If flows with the CDS(ce) trigger are the only “target”, there is a simplified flow that can do the job. Here is the… Continue Reading...

Read More
Power Automate the enforcement of naming convention on flows with CDS(ce) trigger
Apr20

Power Automate the enforcement of naming convention on flows with CDS(ce) trigger

Enforcement of naming convention on workflows can be Power Automated, as described in my previous blog post. This is also possible for Power Automate flows. The trigger parameters from the flow definition can be used to compose the prefix for the flow naming. This blog post will focus on the flows with a trigger from the Common Data Service (current environment) connector. The trigger of… Continue Reading StefanS365’s...

Read More
Power Automate the enforcement of naming convention on CDS|Dynamics 365 workflows
Apr20

Power Automate the enforcement of naming convention on CDS|Dynamics 365 workflows

Enforcement of the naming convention, as described in my previous blog post, can be Power Automated. The CDS|Dynamics 365 workflow properties (attributes value) can be used to compose the prefix for the workflow naming. Workflow propertiesValuesPrefix if truemode0 (Background), 1 (Real-time)RT>ondemandtrue, falseODsubprocesstrue, falseCWtriggeroncreatetrue,… Continue Reading StefanS365’s Article on their blog Power...

Read More
Naming convention for (work)flows
Apr20

Naming convention for (work)flows

In the white paper Microsoft Power Automate: A guide to building enterprise-ready flows that was published last year, one of the recommendations is to adopt a naming convention for use by your organization. I would like to share the naming convention we’re using for CDS|Dynamics 365 workflows and Power Automate flows. CDS|Dynamics 365 workflows CDS|Dynamics 365 workflows are connected to… Continue Reading...

Read More
Create new folder in SharePoint document library that has a dot at the end of its name.
Apr04

Create new folder in SharePoint document library that has a dot at the end of its name.

The SharePoint connector has an action ‘Create new folder’ that wil give an error when the target document library has a dot at the end of its name.There’s an alternative way to create a new folder that uses the path of the document library instead of its name. When creating a document library I follow the best practice of creating it with a short unique name (like account number) that will… Continue Reading...

Read More
Keep user access “in sync” between CDS|Dynamics 365 and SharePoint
Apr02

Keep user access “in sync” between CDS|Dynamics 365 and SharePoint

The standard integration between CDS|Dynamics 365 and SharePoint doesn’t offer a way to keep user access in sync between both systems.For some use cases there is a simple solution for that. In my previous blog post I’ve used an Azure AD mail-enabled security group to provide users access to Dynamics 365 and SharePoint. This security group is used in a Team in Dynamics 365, and a… Continue Reading StefanS365’s...

Read More
Self Service User Management (part 1)
Mar31

Self Service User Management (part 1)

Our Supply Chain department is using a custom model-driven app in support of their process for framework agreements management. Their request is to grant the stakeholders (Office management, Facility management, project calculators, etc.) access to the app with read-only permissions and restricted view permission to the related document folders in SharePoint Online. Some of those people don’t… Continue Reading...

Read More
Slides of my session at Super Power Saturday London 2020
Feb28

Slides of my session at Super Power Saturday London 2020

Hereby the slides of my session ‘Adding value to Supplier Relationship Management with the Power Platform’ at the Super Power Saturday London on February 8th 2020. You can also download the presentation as PDF document. The post Slides of my session at Super Power Saturday London 2020 appeared first on There's Something About Dynamics 365. Continue Reading StefanS365’s Article on their blog Slides of my session...

Read More
Set Trigger Conditions on Notes entity for upload of attachments in portal regarding specific entities
Jan21

Set Trigger Conditions on Notes entity for upload of attachments in portal regarding specific entities

Use case: when attachments are uploaded/added to a lead or opportunity record in a Dynamics 365 / Power Apps portal, a user wants to receive a notification by email. According to the settings attachments are added as Notes records to CDS. So we need to restrict the On Create trigger by setting the following trigger conditions:

Read More
Power Automate the creation of Rollup Queries and Goals for Product Sales
Dec13

Power Automate the creation of Rollup Queries and Goals for Product Sales

In a previous blog post I wrote about Goals for Product Sales. It would be nice to Power Automate the creation of the Rollup Queries and Goals for selected Products, so I’ve created Flows to do this job. First Flow is to create a Rollup Query based on the selected Product. Here it is: I’ve used Advanced Find to create the query and download the FetchXML that can be pasted in the… Continue Reading StefanS365’s...

Read More
Secure the receiving Flow for Actionable Messages requests
Nov28

Secure the receiving Flow for Actionable Messages requests

The HTTP POST URL of the ‘When an HTTP request is received’ trigger in Power Automate Flows is a public endpoint, so you need to secure it.There are several options to secure the receiving Flow for Actionable Messages requests: Enable Schema validation in the settings of the triggerAdd Trigger conditions based on Headers keysCompare correlationId from Headers with the original one The… Continue Reading...

Read More
Add Actionable Messages to your Playbooks in Dynamics 365 Sales – part 2
Nov24

Add Actionable Messages to your Playbooks in Dynamics 365 Sales – part 2

In part 1 of this blog post I’ve showed you the Power Automate Flow that created and sent the Actionable Message when a Playbook is launched from an Opportunity record. Now we need a receiving flow for processing the actions of the Actionable Messages. Here is the overview of the receiving flow: First we “secure” the trigger by turning on the schema validation and setting a trigger… Continue Reading...

Read More
Add Actionable Messages to your Playbooks in Dynamics 365 Sales – part 1
Nov24

Add Actionable Messages to your Playbooks in Dynamics 365 Sales – part 1

Finally I’m going to implement Playbooks in our company’s Dynamics 365 Sales environment. If Playbooks would be available for custom entities I would have done this earlier, but unfortunately it’s not possible (yet). Please vote up the idea to make this available: Enable Playbooks for all entities, including custom entities. Anyway, we’re going to use Playbooks in our Sales process. So… Continue Reading...

Read More
Slides of my session at DynamicsPower! Brussels 2019
Nov17

Slides of my session at DynamicsPower! Brussels 2019

Hereby the slides of my session at DynamicsPower! Brussels 2019 on November 16th 2019 about Customer case: Adding value to Supplier Relationship Management with Dynamics 365 CE, Power Platform You can also download this as a PDF-document. The post Slides of my session at DynamicsPower! Brussels 2019 appeared first on There's Something About Dynamics 365. Continue Reading StefanS365’s Article on their blog...

Read More
Slides of my session about Forms Pro at #DPAFUG meetup
Nov17

Slides of my session about Forms Pro at #DPAFUG meetup

Hereby the slides of my session about Microsoft Forms Pro at the Dutch PowerApps & Flow User Group meetup on November 11th 2019. You can also download this as a PDF-document. The post Slides of my session about Forms Pro at #DPAFUG meetup appeared first on There's Something About Dynamics 365. Continue Reading StefanS365’s Article on their blog Slides of my session about Forms Pro at #DPAFUG meetup – There’s...

Read More
Goals for Product Sales based on Opportunity Lines
Nov07

Goals for Product Sales based on Opportunity Lines

Goals are useful to keep track of your progress on achieving target revenue. Goal metrics define how a goal will be measured. Goals for Product Sales should be based on the Opportunity Lines, combined with the dates and status of the parent Opportunity. The In-progress Revenue should be based on the custom calculated field Weighted Amount. The calculation is set to:… Continue Reading StefanS365’s Article on their blog...

Read More
Using Filtering attributes and Trigger Conditions to restrict trigger of CDS connector
Oct16

Using Filtering attributes and Trigger Conditions to restrict trigger of CDS connector

In the light of the new API limits it’s good to let the Common Data Service (CDS) connector in Flow trigger only when it’s necessary. There are two options available to restrict the trigger: using Filtering attributes and/or Trigger Conditions. Filtering attributes are available as an “advanced option” in the trigger of the CDS connector. Here I can put one or more attributes that will let… Continue...

Read More
Out-of-the-box hierarchical relationship on the Territory entity
Oct10

Out-of-the-box hierarchical relationship on the Territory entity

With release wave 2 we now have out-of-the-box hierarchical relationship on the Territory entity. The Parent (Territory) field has been available for a while, but it’s hidden on the form by default. So if we unhide the Parent field it will become available. Now we can create a Territory hierarchy. The Sub-territories are shown in a tab on the Parent territory record.

Read More
Forms Pro: Send invite with personalized QR code to check in attendees for an event
Sep16

Forms Pro: Send invite with personalized QR code to check in attendees for an event

Last Saturday I gave a workshop about Microsoft Forms Pro at the Belgium Power User Days and when I drove back to base, a lot of ideas popped up in my mind. The possibility to be able to create personalized links is very powerful and offers a way to identity the responders to a survey.Some time ago I had a discussion with a brother in arms about a data model for a canvas app to register… Continue Reading StefanS365’s...

Read More
Add My Territory view to Opportunities based on Current User
Sep02

Add My Territory view to Opportunities based on Current User

Use case: Users belong to the same company and are members of the same Business Unit in Dynamics 365 CE, but they belong to different Sales Territories. By adding the Territory (lookup) field to the Opportunity entity (if you’re using Portal, it’s already available: adx_TerritoryId) we’re able to add a dynamic view that is based on the Territory of the Current User. In the Organization… Continue Reading...

Read More
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