Dynamics 365 Customer Engagement
How to Avoid the “Get Record” Action to Retrieve Related Data in Power Automate
In a previous blog post I wrote about how to use FetchXML to List Records from CDS in Power Automate. But what if a…
Tag: related
Dynamics 365 Customer Engagement
Display SharePoint Documents related to Parent on Child Record in Dynamics 365 – Video
I blogged about displaying SharePoint Documents related to Parent Records on a Child Record in Dynamics 365 earlier this week, and today I’m dipping…
Dynamics 365 Customer Engagement
Display SharePoint Documents related to Parent on Child Record in Dynamics 365
Recently my friend Sara Lagerquist asked if there was a way to show the documents stored on SharePoint for a parent entity record on…
Dynamics 365 Customer Engagement
Alert for Old Cases: Workflow Based on Related Record
Another discussion on the question ‘what was the best way to use a workflow to send an email when a case had not been…
Dynamics 365 Customer Engagement
Get Fields From Related Records Using Actions
Have you ever had that requirement where you know you can solve most of it with a workflow but the information you are after…