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…
Stefan Strube
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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…
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…
Out-of-the-box hierarchical relationship on the Territory entity
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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…
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…
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…
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…
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,…
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…