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...

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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

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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...

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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...

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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...

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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...

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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...

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