Validate file input of manually triggered flow with trigger conditions
The requirement is simple: the file input in the manual trigger should only accept PDF files. This is something that can’t be configured in the file input parameter itself, but trigger conditions come to the rescue here. When a file is imported in the manually triggered flow, the file content and file name are part of the outputs of the trigger. By adding a trigger condition in… Continue Reading StefanS365’s Article...
Bulk Delete assets in Microsoft Purview via the user interface
In my previous blog post ‘Bulk Delete assets in Microsoft Purview with Power Automate flow‘ I wrote how to automate the bulk delete of assets in Microsoft Purview. While I was building and testing the flow, I found out by navigating Microsoft Purview that it is possible to start a bulk delete of assets in the user interface itself. If you navigate to the level of SQL Server instance… Continue Reading...
Bulk Delete assets in Microsoft Purview with Power Automate flow
We’re exploring Microsoft Purview and since the scanning of on-premises SQL Servers is free (for a limited time) we decided to scan our test environments, ending up with 1.1 million assets taking up 38 GB of metadata storage and therefore allocating 4 (instead of 1) capacity units. To reduce the costs we wanted to delete all assets of this collection, but it seemed that there was no way to do… Continue Reading...
Populate a dynamic Microsoft Word template in Power Automate flow
I’ve got the requirement to generate different project specific documents based on Microsoft Word templates, with input data from an external system. These documents should be generated and stored in the relevant SharePoint site, preferably with (only) one Power Automate flow that supports a dynamic set of Microsoft Word templates to populate. Joe Unwin wrote the blog post ‘A Complete Guide… Continue Reading...
Scan QR code to verify version of distributed document
Microsoft 365 offers ways of collaboration on documents with a group of people. As long as they are “on the same page” and the documents remain in place in the storage location (SharePoint) they will be working with the most recent version, aside from an occasional OneDrive synchronization drama. But once the documents get distributed (printed, sent by e-mail as attachment, exported/saved to… Continue Reading...
Use Dataverse table ‘AAD User’ for Excel data types from Power BI
In my previous blog post ‘Hidden treasures: Use Excel data types from Power BI‘ I wrote about connecting to local Active Directory from Power BI, but would it also be possible to connect to Azure Active Directory? Well, there’s no Power Query connector for Azure Active Directory (yet?), but there’s a (virtual) table ‘AAD User’ in Dataverse that we can use for this purpose. Unfortunately Continue...
Hidden treasures: Use Excel data types from Power BI
In the Billing section of the Microsoft 365 admin center there’s an option to export a list of users that are assigned to a specific license (Billing > Licenses > License: Export users). In the exported csv file the following user details are listed: Block credential,City,Country/Region,Department,DirSyncEnabled,Display name,Fax,First name,Last dirsync time,Last name,Last password change… Continue Reading...
Delegate the Mailbox Approval Process To Whom It May Concern
A long-awaited feature is released to Microsoft Dataverse: Delegate the Mailbox Approval Process.Before the introduction of this feature only Global administrators and Exchange administrators could approve the mailbox of users in Dataverse, but now it’s possible to delegate the approval process to other users. The good news is that it’s not a Microsoft 365/Azure admin role but a Dataverse… Continue Reading...
Flow Run Failure Is Not an Option
When it comes to automating business processes, there are scenarios where data from external systems is used as input for the business process/automation and data quality can be(come) an issue. Since the maintenance of/responsibility for the external data is out of our hands, we have to anticipate on data quality issues in our Power Automate flow design to prevent errors and flow run failures… Continue Reading StefanS365’s...
Slides of session ‘Automated self-service user management’
Slides of my session ‘Automated self-service user management’ at the meetups of PowerAddictsNL and DIWUG. The post Slides of session ‘Automated self-service user management’ appeared first on There's Something About Dynamics 365. Continue Reading StefanS365’s Article on their blog Slides of session ‘Automated self-service user management’ – There’s Something About Dynamics 365...
Status Reason Transitions are dead? Long live Status Reason Transitions!
When Megan V. Walker published the blog post 11 Tips & Tricks In Model-driven Power Apps she asked the community for more tips, and I responded with my two cents: field mapping (Bonus Tip 3), and status reason transitions. Now the first one is a no-brainer, everybody should love field column mapping (there’s even a fanclub); it’s an essential part of data modelling for me. But the second… Continue Reading...
Add folder ID to file properties with 2 Select actions in Power Automate flow
We are using Power Automate flow to export folders and files properties from a library in SharePoint to an external system, where we want te recreate the folder structure for presentation and navigation purposes.In the file properties the folder is represented by the {Path} property but we want to use the folder ID instead to make it easier to create the relationship between file and folder…. Continue Reading StefanS365’s...
Add Dataverse Team members to SharePoint Person column with Power Automate flow
The use case is to add multiple Dataverse users to a multiselect Person (or Group) column in SharePoint. Dataverse doesn’t support a multiselect Lookup column (to Users table), so I choose to use a lookup column to the Teams table instead. A Power Automate flow is triggered when a new row is added to Dataverse and should get the Team members and add them to the Person or Group column of a new… Continue Reading...
Determine unique name for file to save to SharePoint folder with just 2 flow actions
This is an alternative solution to the post ‘Determine unique name for file to save to SharePoint folder with just 3 flow actions‘ with just 2 flow actions to determine the unique name for a file to save to a SharePoint folder. The ‘Configure run after’ of the first action after the Do until action should include ‘has failed’ to let the flow run continue. With the result()… Continue Reading...
Determine unique name for file to save to SharePoint folder with just 3 flow actions
When you upload a file to a folder in SharePoint, the system will check whether the file name is unique in that folder. If not, the system will present you the option to replace or keep both. In the latter case the file name will get an index number, like shown in the following image. Now I want to have the same “experience” when automating the upload of e-mail attachments to a… Continue Reading StefanS365’s...
Customize and extend self-service sign-up for guest users with Power Automate flow
External Identities are a new feature in Azure AD. We had already B2B, B2C and now we have B2X (see blog post, blog post). The default identity providor is Azure AD but this can be extended with other identity providers like Google, Facebook, etc. B2X offers self-service sign-up user flows (preview) that can be used to give external users access to your apps, based on a guest user account… Continue Reading StefanS365’s...
1 Azure AD group makes 3-4 group teams in Dataverse
How cool is this! For each Azure AD group, the administrator can create group teams based on the Azure AD group membership types. The administrator can create separate group teams for owners, members, guests and members, and guests, and assign a respective security role to each of these teams.Microsoft Docs: Manage group teams And reading the Note in this article makes me wanna… Continue Reading StefanS365’s Article on...
Get & set manager of CDS|D365 users with Power Automate flow
Two years ago I wrote a blog post (‘User attribute values lost in synchronization > Flow to the rescue: Manager‘) about how to use Power Automate flow to automatically set the manager field for a Dynamics 365 User record based on the Manager attribute in Azure AD and Office 365. My site statistics show that it’s visited regularly, and I received the question in the comments whether this… Continue Reading...
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...
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...
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...
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...
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...
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…...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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:
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...
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...
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...
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...
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...
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...
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...
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...
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.
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...
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...
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...
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...
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...
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...
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’...