cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Anonymous
Not applicable

Setting the default column value of a subfolder in a document library using Power Automate

I have a Flow that automatically creates project folders in a document library on SharePoint based on a form response and I need different folders to have different default column values to make use of searching using metadata. The Folder structure is Client/Location/Project so I want the folders in the client folder to have a default value of the client, the location to have default values of client & location and I want the project folder to have default of the previous as well as the project number.

 

The issue i'm having is that I can set the default column value for the library but I run into issues when I try to set the default values of the subfolders. The error i'm receiving is "List 'xxxxxxxxxx/xx xxxxxx' does not exist at site with URL 'https://xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx'.
clientRequestId: c2e9facc-fe0d-4caf-a611-25f2c6fe21b8
serviceRequestId: 28bfa59f-5061-b000-a4fc-4d19b87acc90"

 

See screenshot below of configuration:

 

bthomas_1-1611850380201.png

 

Any help would be appreciated!

 

Thanks,

21 REPLIES 21
Expiscornovus
Most Valuable Professional
Most Valuable Professional

Hi @Anonymous,

 

For me it's not entirely clear if you want to update the default value of a column or if you just want to update the metadata of a list item, in this case a folder.

 

So, I have created REST API examples for both scenarios. Hope this helps a bit?

 

1. Update the default value of a document library field. In this case I am setting the default value of the field to Contoso Sports.

 

URI

 

_api/web/lists/GetByTitle('@{variables('LibraryName')}')/Fields/getbytitle('@{variables('FieldName')}')

 

Headers

 

{
  "Accept": "application/json;odata=verbose",
  "Content-Type": "application/json;odata=verbose",
  "X-HTTP-Method": "MERGE",
  "IF-MATCH": "*"
}

 

Body

 

{
  "__metadata": {
    "type": "SP.Field"
  },
  "DefaultValue": "Contoso Sports"
}

 

updatedefaultvalue_field.png

 

2. Update the value of that same field for an item in the document library. In this example I am first retrieving the ListItemEntityTypeFullName. I am using that value for the type in the second request. In this case I am setting the value of the field of the folder item to Contoso.

 

URI

 

_api/web/lists/GetByTitle('@{variables('LibraryName')}')?$select=ListItemEntityTypeFullName

 

Headers

 

{
  "Accept": "application/json;odata=nometadata"
}

 

listentitytypename.png

 

URI

 

_api/web/lists/getByTitle('@{variables('LibraryName')}')/items(1)

 

Headers

 

{
  "content-type": "application/json; odata=verbose",
  "accept": "application/json; odata=verbose",
  "IF-MATCH": "*",
  "X-HTTP-METHOD": "MERGE"
}

 

Body

 

{
	"__metadata": {
    "type": "@{outputs('Send_an_HTTP_request_to_SharePoint_-_ListItemEntity')?['body/ListItemEntityTypeFullName']}"
  },
  "@{variables('FieldName')}": "Contoso"
}

 

 

updatefolderitemvalue.png



Happy to help out! 🙂

Interested in more #PowerAutomate #SharePointOnline or #MicrosoftCopilotStudio content?
Visit my blog, Subscribe to my YouTube channel or Follow me on Twitter


Anonymous
Not applicable

Thank you for your detailed reply, for the 2nd one I get an error saying "Invalid JSON. A comma character ',' was expected in scope 'Object'. Every two elements in an array and properties of an object must be separated by commas."

 

bthomas_0-1611914080163.png

 

However, the main issue I have and need resolving is setting a default value in a column specifically for the project name subfolder e.g. Contoso/ProjectName

 

Thanks,

Anonymous
Not applicable

I think I have the same need as the original poster - who did not seem to have gotten his issue resolved.

 

We are trying to use Power Automate to set the default column value at the folder level. Ie. corresponding to the following UI in Sharepoint - Not the general default value for the column in the document library.

MortenNB_0-1626163866003.png

 

Any ideas on how to achieve this?

Hi @Anonymous did you ever get this working.  I am trying to do the same thing

Anonymous
Not applicable

I'm assuming this was never resolved? 

 

Is there a restapi that allows us to set this setting?

Rhiassuring
Super User
Super User

There are a few open threads around this request and I figured it out today so thought I'd drop what I figured...

 

And, a warning:


🔥TWO LIBRARIES DIED IN THE MAKING OF THIS POST 🔥 


Don't try this on a Prod library! Test it out and get it working first. (Luckily I wasn't as stupid as I normally am and only tried in test sites.)

First, my goal was to set default values on sub-folders. 

Here is my Flow:

Rhiassuring_0-1659565785010.png

 

One caveat - this won't work until you've modified one default, as this seems to create the file in the background. (For myself, I have one piece of Library metadata that will default across the board, so I am going to see if I can just set that through API on its own - but wanted to post this first. UPDATE: Updating one default didn't work to trigger the HTML creation. Oh well.) 

Step 1)
Initialize a string variable.

Step 2)
Get the client_LocationBasedDefaults.html content.

Rhiassuring_1-1659565866808.png

Step 3) I have a Compose for step 3, but that's just because it kept failing based on everything I was reading, so I wanted to look at what the DEFAULT output was from this file. If you want to see, you will do this in a Compose:  

 

decodeBase64(body('Send_an_HTTP_request_to_SharePoint_-_Get_Defaults_String')?['$content'])

Step 4) Build your defaults! It's not even difficult it's just SO PICKY. Here I am setting values for 2 different folders.

Rhiassuring_2-1659565944057.png

 

 

 

 <MetadataDefaults><a href="/sites/Intranet/TestDefaults/Test1"><DefaultValue FieldName="TextTest">bad</DefaultValue></a><a href="/sites/Intranet/TestDefaults/Test2"><DefaultValue FieldName="TextTest">good</DefaultValue></a></MetadataDefaults> 

 

 

 

Step 5) Cram it back into the file and rejoice.

Rhiassuring_3-1659565986952.png

Here's what it looks like, with some more complex sends... showing that it inherits properly.

Rhiassuring_0-1659568308441.png

I've never been so happy to see those horrible little green gears. Flowers? They kind of look like ICQ flowers.

PS: This works with MMD as well but you need to structure it as -1;#LABEL|LABELGUID

 

______________________________________________________________


Did this answer your question? Please mark it as the solution.
Did it contribute positively towards finding the final solution? Please give it a thumbs up.

I answer questions on the forum for 2-3 hours every Thursday!



jfalgoutIncworx
New Member

Thank you so much for this! I did get it to work by testing what you provided above. However, when I'm trying to do multiples of the same folder on different site columns, it completes, but only changes the first one. Any idea of my error?

<MetadataDefaults>
<a href="/sites/Projects/TestDefaults/Test1"><DefaultValue FieldName="State">TX</DefaultValue></a>
<a href="/sites/Projects/TestDefaults/Test1"><DefaultValue FieldName="Vesper Dept">Projects</DefaultValue></a>
<a href="/sites/Projects/TestDefaults/Test2"><DefaultValue FieldName="State">CA</DefaultValue></a>
<a href="/sites/Projects/TestDefaults/Test2"><DefaultValue FieldName="Vesper Dept">Projects</DefaultValue></a>
</MetadataDefaults>

Thank you for you blogpost.

In my flow, a new folder is created and then I want to set the default values for the columns.
I can run the flow successfully and the default values are set on the newly created folder, however, the the default values of the previously created folders are deleted.
In my case the file "client_LocationBasedDefaults.html" is overwritten, so that only the folder created in the flow has a default value.

How do I make sure the new value is added in to the current client_LocationBasedDefaults.html file instead of creating a new client_LocationBasedDefaults.html every time.

You can just create a condition to query for that file - if it finds it, then, just copy the text out and append your updates. If it doesn't, then, create a new one.

______________________________________________________________


Did this answer your question? Please mark it as the solution.
Did it contribute positively towards finding the final solution? Please give it a thumbs up.

I answer questions on the forum for 2-3 hours every Thursday!



Thanks for this post but i have given it many tries doing exactly as you do but i am unable to get this working in anyway. I am able to get this working in powershell PNP (i am at the point to just build a function app for this).

It is a crucial function to have so is there perhaps more information you can give or test if this still works as expected

When you have multiple for the same folder, the syntax is different. Try something like this:

<MetadataDefaults>
<a href="/sites/Projects/TestDefaults/Test1"><DefaultValue FieldName="State">TX</DefaultValue><DefaultValue FieldName="Vesper Dept">Projects</DefaultValue></a>
<a href="/sites/Projects/TestDefaults/Test2"><DefaultValue FieldName="State">CA</DefaultValue><DefaultValue FieldName="Vesper Dept">Projects</DefaultValue></a>
</MetadataDefaults>
RathwynAE
Helper I
Helper I

Okay y'all, buckle up. I know this is more than two years old but it's basically the only post I found while trying to do this so hopefully this saves someone else the headache.

 

All kudos to @Rhiassuring whose work above was the foundation for this post. I literally would not have known where to start without them.

 

Here's how I figured out how to add new defaults to the existing defaults. Important note here that these steps assume the client_LocationBasedDefaults.html file already exists, which it will not unless at least one column default has been set through the UI. In my use-case I do not have a need to programmatically create new client_LocationBasedDefaults.html files, only update the existing one for an existing library, so I did not spend time trying to figure that out.

 

Step 1. Get the path to your client_LocationBasedDefaults.html file

Go to your SharePoint site’s document library (at the top level) through a web browser and then copy the URL, it will look something like this:

https://mycompanyonline.sharepoint.com/sites/mysubsite/LibraryName/Forms/AllItems.aspx

or

https://mydomain.sharepoint.com/sites/intranet/LibraryName/Forms/AllItems.aspx

Now replace the “AllItems.aspx” at the end of your URL with “client_LocationBasedDefaults.html” like 

https://acmecorponline.sharepoint.com/sites/RR-Catalog/Shared%20Documents/Forms/client_LocationBasedDefaults.html

 

Step 2. Add the “Send an HTTP request to SharePoint” action in your Flow. Pick your site and GET as the method. For a URL like my above example, the Uri would be as follows:

_api/Web/GetFileByServerRelativePath(decodedurl='/sites/RR-Catalog/Shared%20Documents/Forms/client_LocationBasedDefaults.html ')/$value?binaryStringResponseBody=true

Don’t populate Headers or Body sections.

 

Step 3. Modify the existing client_LocationBasedDefaults.html content to be able to use later.

The output of Step 2 is going to be the current folder defaults for that library. It will look something like this: (line breaks added for readability – don’t put line breaks in your actual Flow!)

<MetadataDefaults>

<a href=\"/sites/RR-Catalog/Shared%20Documents/Anvils\"><DefaultValue FieldName=\"Class\">Anvil</DefaultValue></a>

<a href=\"/sites/RR-Catalog/Shared%20Documents/Disguises\"><DefaultValue FieldName=\"Class\">Costume</DefaultValue></a>

<a href=\"/sites/RR-Catalog/Shared%20Documents/Cooking%20Utensils\"><DefaultValue FieldName=\"Class\">Appliance</DefaultValue></a>

<a href=\"/sites/RR-Catalog/Shared%20Documents/Jets%20%26%20Motors\"><DefaultValue FieldName=\"Class\">Transport</DefaultValue></a>

</MetadataDefaults>

We need to insert our new defaults into this file before the </MetadataDefaults> closing tag, and we need to remove all the backslashes (\) - the string you put together to put in the HTTP request later should have NO backslashes in it. Don't replace them - remove them. Use a compose and nest a decodeBase64 formula within the replace formula:

replace(decodeBase64(body(‘Step_2_Action’)?['$content']), '\', '')

Then we need to remove the closing Metadata tag so that we can append our changes in a later step:

substring(outputs('Previous_Compose'),0,sub(length(outputs('Previous_Compose'')),19))

 

Step 4. Determine your new defaults.

All of the folders in the above example are located at the top level of the library. As you go deeper into the folder structure the syntax of the metadata defaults simply extends the URL. For example, “Shared Documents > Jets & Motors > Jet Bike Kit” would be:

<a href=\"/sites/RR-Catalog/Shared%20Documents/Jets%20%26%20Motors/Jet%20Bike%20Kit\"><DefaultValue FieldName=\"Class\">Transport</DefaultValue></a>

Notice how Jet Bike Kit became Jet%20Bike%20Kit and Jets & Motors became Jets%20%26%20Motors? If you are building your own path out of dynamic values in Flow, you have to account for the required formatting. Replace all spaces with %20:

replace({dynamicvalue}, ‘ ’, ‘%20’)

Look out for other types of special characters in your folder names. Don't have any if you can help it, but if you do you will have to replace them with what SharePoint actually sees - look at the URL you get when you navigate to that folder in the library to get an idea of what SharePoint sees as the actual folder path and name. Once you know that, you can add steps in the flow to replace or remove certain special character from the dynamic values before you plug them into your final string. In this case, we know that & = %26, so we would write a replace formula for the & symbol:

replace({dynamicvalue}, ‘&‘, ‘%26’)

This only applies to the path, the default value itself does not need to be transformed.

In my scenario, I am updating a folder’s metadata based on values in a list item. The list items are categorized by the top-level folders, meaning I have a field on the list that tells me if the item is Anvils, Disguises, Cooking Utensils, or Jets & Motors. So, I would do something like this:

2023-06-16_18-14-20.png

replace(replace(triggerOutputs()?['body/Class'], ‘ ’, ‘%20’), ‘&’, ‘%26’)
replace(triggerOutputs()?['body/Title'], ‘ ’, ‘%20’)
<a href="/sites/RR-Catalog/Shared%20Documents/@{outputs('Compose_Path_Class')}/@{outputs('Compose_Path_Title')}"><DefaultValue FieldName="SKU">@{triggerOutputs()?['body/SysID']}</DefaultValue></a>

 

Step 4a. What if I want to add more than one default value to a folder?

If you need to set multiple defaults for the same folder, you need to do that within the <a> tag, so you wouldn’t close the tag until you’ve covered them all. Add more by adding additional <DefaultValue> tags after the URL. For example:

<a href=\"/sites/RR-Catalog/Shared%20Documents/ Jets%20%26%20Motors/Tennis%20Balls\"><DefaultValue FieldName=\"Class\">Transport</DefaultValue><DefaultValue FieldName=\"Department\">Sports</DefaultValue></a>

In this case you would likely want to build each <DefaultValue FieldName=\"{column}\">{defaultvalue}</DefaultValue> statement separately and then combine them all into one statement with the folder path. I prefer compose actions over variables, but it may make more sense to have a string variable and an append to string variable action if you have a lot of default values you want to add to a single folder.

 

Step 4b. What if I want to update more than one folder at a time?

If you will be adding multiple folders in one flow, that basically equates to adding multiple lines. I would recommend using an apply to each if possible (and/or call a subflow) to go through the steps to modify and combine your default values for each folder you would want to update. In this scenario, you would have to add an additional action after my Compose New Path that is an append to string variable so that your output will capture all the options. Then wherever I am plugging in outputs('Compose_New_Path') you would plug in the string variable.

 

Step 5. Combine the existing with the new.

This is thankfully a simple concat:

concat(outputs('Compose_LocationBasedDefaults'), outputs('Compose_New_Path'), ‘</MetadataDefaults>’)

 

Step 6. Upload it back to SharePoint

Use the “Send an HTTP request to SharePoint” action again, with PUT as the Method and a Uri like:

_api/Web/GetFileByServerRelativePath(decodedurl='/sites/RR-Catalog/Shared%20Documents/Forms/client_LocationBasedDefaults.html ')/$value

 

In the body, enter the output from your concat in Step 5.

 

In my flow I ended up combining a bunch of these steps, but I would strongly recommend you create each one separately first and make sure it works on a test library before doing that yourself. I would also recommend saving the original output from the first HTTP request and adding that into a compose while you’re building it, because as you test you will be appending on to your previous tests, which can compound mistakes and make it hard to tell when you’ve succeeded. If you have the OG code ready in a compose, you can swap that output back into your flow in between real tests to ‘reset’ the file.

Hi all! You mentioned that it works for Managed Metadata Column, but we need specific template 1;#LABEL|LABELGUID. But I don't understand where we can find the first number. With random number it doesn't work. Do you know the secret, how we need to set those values?) 

Go to the Term Store (where you created the Managed Metadata in the first place - can be found by adding /_layouts/15/SiteAdmin.aspx#/termStoreAdminCenter to the end of your site address) click on the term you want the ID for, then click on the "Usage settings" tab and copy the Unique identifier:

RathwynAE_0-1691445873827.png

 

Then you want it formatted like this:

Apptio|310483e1-56b3-4f66-a014-7bd52c0362fd

 

This is what you will need whenever referencing the Managed Metadata basically anywhere that's not a user interface - like if you want to Switch on it in a Power Automation flow, the Case would be in that same format.

jasonkirk
Frequent Visitor

Both posts here from @Rhiassuring and @RathwynAE were great here and I was almost there. 

I have created a Team create form in a powerapp that querys the Term Store for the Customer so that the users can have their documents automatically tagged from the start. 

I got as far as being able to set the managed metadata default value on to a column, but when testing, the documents are not being 'tagged' and the values when clicking on the column in the default column values settings, the defaul setting is not actually set.

I tried creating the client_LocationBasedDefaults.html file, but had no luck. It really feels like that is the key. Manually setting it isnt a solution as the customer wants this flow to skip needing to touch the site before handing it over to the owners. 

Anyone got any ideas about creating that file? 

Hi Karina, 

From my work this week, i have found that that number is always '-1', so you can build the structure in a compose action. It may have not been working as you were using '1'?

boing0
Regular Visitor

The first number isn't the standard -1 WssId, it's the ID for the metadata term in your site's locally cached TaxonomyHiddenList:

/sites/YourSiteName/Lists/TaxonomyHiddenList/AllItems.aspx

 

Browse to that list and show the columns 'IdForTerm' and 'ID' -- the ID is what you need to compose your string 'ID;#LABEL|LABELGUID'. The IDs are auto-increment and apply to any metadata used in the Site Collection, doesn't matter what term set they belong to or what List they are used in. When you manually set a metadata value (via a form, using the library column defaults page, etc.) and use a term for the first time it will add it to the TaxonomyHiddenList and you'll get a new ID generated.

 

Even thought you know what the next ID number will be, updating client_LocationBasedDefaults.html with new, sequential IDs won't work since it doesn't actually add them to the TaxonomyHiddenList. You need to get the terms added to TaxonomyHiddenList first so you can retrieve their IDs to then write to client_LocationBasedDefaults.html. You could create a test List, use Flow to loop through every term in your set and assign it to a List item. That would populate TaxonomyHiddenList with all your terms and IDs so you could then query that list to get the IDs you would need. This is what I've had to do since I don't have permission to run Powershell.

Hi RathwynAE,

Can you please share the Screen shot of the full flow because I am trying to do the same but I am getting errors.

Hey there,

 

I also had a customer with the request to create the client_LocationBasedDefaults.html file, without manual input before. So I fiddled around a bit and found a PowerShell script to create a client_LocationBasedDefaults.html file: https://github.com/msisgreat/ps/blob/master/Upload_client_LocationBasedDefaults.ps1

 

I tried converting this into a flow and got this working:

Save Default Values.PNG

Hope this helps! 😊

Helpful resources

Announcements

Tuesday Tip: Subscriptions & Notifications

TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users.   With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips!   This Week: All About Subscriptions & Notifications We don't want you to a miss a thing in the Community! The best way to make sure you know what's going on in the News & Announcements, to blogs you follow, or forums and galleries you're interested in is to subscribe! These subscriptions ensure you receive automated messages about the most recent posts and replies. Even better, there are multiple ways you can subscribe to content and boards in the community! (Please note: if you have created an AAD (Azure Active Directory) account you won't be able to receive e-mail notifications.)   Subscribing to a Category  When you're looking at the entire category, select from the Options drop down and choose Subscribe.     You can then choose to Subscribe to all of the boards or select only the boards you want to receive notifications. When you're satisfied with your choices, click Save.     Subscribing to a Topic You can also subscribe to a single topic by clicking Subscribe from the Options drop down menu, while you are viewing the topic or in the General board overview, respectively.     Subscribing to a Label Find the labels at the bottom left of a post.From a particular post with a label, click on the label to filter by that label. This opens a window containing a list of posts with the label you have selected. Click Subscribe.     Note: You can only subscribe to a label at the board level. If you subscribe to a label named 'Copilot' at board #1, it will not automatically subscribe you to an identically named label at board #2. You will have to subscribe twice, once at each board.   Bookmarks Just like you can subscribe to topics and categories, you can also bookmark topics and boards from the same menus! Simply go to the Topic Options drop down menu to bookmark a topic or the Options drop down to bookmark a board. The difference between subscribing and bookmarking is that subscriptions provide you with notifications, whereas bookmarks provide you a static way of easily accessing your favorite boards from the My subscriptions area.   Managing & Viewing Your Subscriptions & Bookmarks To manage your subscriptions, click on your avatar and select My subscriptions from the drop-down menu.     From the Subscriptions & Notifications tab, you can manage your subscriptions, including your e-mail subscription options, your bookmarks, your notification settings, and your email notification format.     You can see a list of all your subscriptions and bookmarks and choose which ones to delete, either individually or in bulk, by checking multiple boxes.     A Note on Following Friends on Mobile Adding someone as a friend or selecting Follow in the mobile view does not allow you to subscribe to their activity feed. You will merely be able to see your friends’ biography, other personal information, or online status, and send messages more quickly by choosing who to send the message to from a list, as opposed to having to search by username.

Monthly Community User Group Update | April 2024

The monthly Community User Group Update is your resource for discovering User Group meetings and events happening around the world (and virtually), welcoming new User Groups to our Community, and more! Our amazing Community User Groups are an important part of the Power Platform Community, with more than 700 Community User Groups worldwide, we know they're a great way to engage personally, while giving our members a place to learn and grow together.   This month, we welcome 3 new User Groups in India, Wales, and Germany, and feature 8 User Group Events across Power Platform and Dynamics 365. Find out more below. New Power Platform User Groups   Power Platform Innovators (India) About: Our aim is to foster a collaborative environment where we can share upcoming Power Platform events, best practices, and valuable content related to Power Platform. Whether you’re a seasoned expert or a newcomer looking to learn, this group is for you. Let’s empower each other to achieve more with Power Platform. Join us in shaping the future of digital transformation!   Power Platform User Group (Wales) About: A Power Platform User Group in Wales (predominantly based in Cardiff but will look to hold sessions around Wales) to establish a community to share learnings and experience in all parts of the platform.   Power Platform User Group (Hannover) About: This group is for anyone who works with the services of Microsoft Power Platform or wants to learn more about it and no-code/low-code. And, of course, Microsoft Copilot application in the Power Platform.   New Dynamics365 User Groups   Ellucian CRM Recruit UK (United Kingdom) About: A group for United Kingdom universities using Ellucian CRM Recruit to manage their admissions process, to share good practice and resolve issues.    Business Central Mexico (Mexico City) About:  A place to find documentation, learning resources, and events focused on user needs in Mexico. We meet to discuss and answer questions about the current features in the standard localization that Microsoft provides, and what you only find in third-party locations. In addition, we focus on what's planned for new standard versions, recent legislation requirements, and more. Let's work together to drive request votes for Microsoft for features that aren't currently found—but are indispensable.   Dynamics 365 F&O User Group (Dublin) About: The Dynamics 365 F&O User Group - Ireland Chapter meets up in person at least twice yearly in One Microsoft Place Dublin for users to have the opportunity to have conversations on mutual topics, find out what’s new and on the Dynamics 365 FinOps Product Roadmap, get insights from customer and partner experiences, and access to Microsoft subject matter expertise.  Upcoming Power Platform Events    PAK Time (Power Apps Kwentuhan) 2024 #6 (Phillipines, Online) This is a continuation session of Custom API. Sir Jun Miano will be sharing firsthand experience on setting up custom API and best practices. (April 6, 2024)       Power Apps: Creating business applications rapidly (Sydney) At this event, learn how to choose the right app on Power Platform, creating a business application in an hour, and tips for using Copilot AI. While we recommend attending all 6 events in the series, each session is independent of one another, and you can join the topics of your interest. Think of it as a “Hop On, Hop Off” bus! Participation is free, but you need a personal computer (laptop) and we provide the rest. We look forward to seeing you there! (April 11, 2024)     April 2024 Cleveland Power Platform User Group (Independence, Ohio) Kickoff the meeting with networking, and then our speaker will share how to create responsive and intuitive Canvas Apps using features like Variables, Search and Filtering. And how PowerFx rich functions and expressions makes configuring those functionalities easier. Bring ideas to discuss and engage with other community members! (April 16, 2024)     Dynamics 365 and Power Platform 2024 Wave 1 Release (NYC, Online) This session features Aric Levin, Microsoft Business Applications MVP and Technical Architect at Avanade and Mihir Shah, Global CoC Leader of Microsoft Managed Services at IBM. We will cover some of the new features and enhancements related to the Power Platform, Dataverse, Maker Portal, Unified Interface and the Microsoft First Party Apps (Microsoft Dynamics 365) that were announced in the Microsoft Dynamics 365 and Power Platform 2024 Release Wave 1 Plan. (April 17, 2024)     Let’s Explore Copilot Studio Series: Bot Skills to Extend Your Copilots (Makati National Capital Reg... Join us for the second installment of our Let's Explore Copilot Studio Series, focusing on Bot Skills. Learn how to enhance your copilot's abilities to automate tasks within specific topics, from booking appointments to sending emails and managing tasks. Discover the power of Skills in expanding conversational capabilities. (April 30, 2024)   Upcoming Dynamics365 Events    Leveraging Customer Managed Keys (CMK) in Dynamics 365 (Noida, Uttar Pradesh, Online) This month's featured topic: Leveraging Customer Managed Keys (CMK) in Dynamics 365, with special guest Nitin Jain from Microsoft. We are excited and thankful to him for doing this session. Join us for this online session, which should be helpful to all Dynamics 365 developers, Technical Architects and Enterprise architects who are implementing Dynamics 365 and want to have more control on the security of their data over Microsoft Managed Keys. (April 11, 2024)       Stockholm D365 User Group April Meeting (Stockholm) This is a Swedish user group for D365 Finance and Operations, AX2012, CRM, CE, Project Operations, and Power BI.  (April 17, 2024)         Transportation Management in D365 F&SCM Q&A Session (Toronto, Online) Calling all Toronto UG members and beyond! Join us for an engaging and informative one-hour Q&A session, exclusively focused on Transportation Management System (TMS) within Dynamics 365 F&SCM. Whether you’re a seasoned professional or just curious about TMS, this event is for you. Bring your questions! (April 26, 2024)   Leaders, Create Your Events!    Leaders of existing User Groups, don’t forget to create your events within the Community platform. By doing so, you’ll enable us to share them in future posts and newsletters. Let’s spread the word and make these gatherings even more impactful! Stay tuned for more updates, inspiring stories, and collaborative opportunities from and for our Community User Groups.   P.S. Have an event or success story to share? Reach out to us – we’d love to feature you. Just leave a comment or send a PM here in the Community!

Exclusive LIVE Community Event: Power Apps Copilot Coffee Chat with Copilot Studio Product Team

We have closed kudos on this post at this time. Thank you to everyone who kudo'ed their RSVP--your invitations are coming soon!  Miss the window to RSVP? Don't worry--you can catch the recording of the meeting this week in the Community.  Details coming soon!   *****   It's time for the SECOND Power Apps Copilot Coffee Chat featuring the Copilot Studio product team, which will be held LIVE on April 3, 2024 at 9:30 AM Pacific Daylight Time (PDT).     This is an incredible opportunity to connect with members of the Copilot Studio product team and ask them anything about Copilot Studio. We'll share our special guests with you shortly--but we want to encourage to mark your calendars now because you will not want to miss the conversation.   This live event will give you the unique opportunity to learn more about Copilot Studio plans, where we’ll focus, and get insight into upcoming features. We’re looking forward to hearing from the community, so bring your questions!   TO GET ACCESS TO THIS EXCLUSIVE AMA: Kudo this post to reserve your spot! Reserve your spot now by kudoing this post.  Reservations will be prioritized on when your kudo for the post comes through, so don't wait! Click that "kudo button" today.   Invitations will be sent on April 2nd.Users posting Kudos after April 2nd at 9AM PDT may not receive an invitation but will be able to view the session online after conclusion of the event. Give your "kudo" today and mark your calendars for April 3, 2024 at 9:30 AM PDT and join us for an engaging and informative session!

Tuesday Tip: Blogging in the Community is a Great Way to Start

TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users.   With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips!   This Week's Topic: Blogging in the Community Are you new to our Communities and feel like you may know a few things to share, but you're not quite ready to start answering questions in the forums? A great place to start is the Community blog! Whether you've been using Power Platform for awhile, or you're new to the low-code revolution, the Community blog is a place for anyone who can write, has some great insight to share, and is willing to commit to posting regularly! In other words, we want YOU to join the Community blog.    Why should you consider becoming a blog author? Here are just a few great reasons. 🎉   Learn from Each Other: Our community is like a bustling marketplace of ideas. By sharing your experiences and insights, you contribute to a dynamic ecosystem where makers learn from one another. Your unique perspective matters! Collaborate and Innovate: Imagine a virtual brainstorming session where minds collide, ideas spark, and solutions emerge. That’s what our community blog offers—a platform for collaboration and innovation. Together, we can build something extraordinary. Showcase the Power of Low-Code: You know that feeling when you discover a hidden gem? By writing about your experience with your favorite Power Platform tool, you’re shining a spotlight on its capabilities and real-world applications. It’s like saying, “Hey world, check out this amazing tool!” Earn Trust and Credibility: When you share valuable information, you become a trusted resource. Your fellow community members rely on your tips, tricks, and know-how. It’s like being the go-to friend who always has the best recommendations. Empower Others: By contributing to our community blog, you empower others to level up their skills. Whether it’s a nifty workaround, a time-saving hack, or an aha moment, your words have impact. So grab your keyboard, brew your favorite beverage, and start writing! Your insights matter and your voice counts! With every blog shared in the Community, we all do a better job of tackling complex challenges with gusto. 🚀 Welcome aboard, future blog author! ✍️💻🌟 Get started blogging across the Power Platform Communities today! Just follow one of the links below to begin your blogging adventure.   Power Apps: https://powerusers.microsoft.com/t5/Power-Apps-Community-Blog/bg-p/PowerAppsBlog Power Automate: https://powerusers.microsoft.com/t5/Power-Automate-Community-Blog/bg-p/MPABlog Copilot Studio: https://powerusers.microsoft.com/t5/Copilot-Studio-Community-Blog/bg-p/PVACommunityBlog Power Pages: https://powerusers.microsoft.com/t5/Power-Pages-Community-Blog/bg-p/mpp_blog   When you follow the link, look for the Message Admins button like this on the page's right rail, and let us know you're interested. We can't wait to connect with you and help you get started. Thanks for being part of our incredible community--and thanks for becoming part of the community blog!

Launch Event Registration: Redefine What's Possible Using AI

  Join Microsoft product leaders and engineers for an in-depth look at the latest features in Microsoft Dynamics 365 and Microsoft Power Platform. Learn how advances in AI and Microsoft Copilot can help you connect teams, processes, and data, and respond to changing business needs with greater agility. We’ll share insights and demonstrate how 2024 release wave 1 updates and advancements will help you:   Streamline business processes, automate repetitive tasks, and unlock creativity using the power of Copilot and role-specific insights and actions. Unify customer data to optimize customer journeys with generative AI and foster collaboration between sales and marketing teams. Strengthen governance with upgraded tools and features. Accelerate low-code development  using natural language and streamlined tools. Plus, you can get answers to your questions during our live Q&A chat! Don't wait--register today by clicking the image below!      

March 2024 Newsletter

Welcome to our March Newsletter, where we highlight the latest news, product releases, upcoming events, and the amazing work of our outstanding Community members. If you're new to the Community, please make sure to subscribe to News & Announcements in your community and check out the Community on LinkedIn as well! It's the best way to stay up-to-date with all the news from across Microsoft Power Platform and beyond.    COMMUNITY HIGHLIGHTS Check out the most active community members of the last month! These hardworking members are posting regularly, answering questions, kudos, and providing top solutions in their communities. We are so thankful for each of you--keep up the great work! If you hope to see your name here next month, follow these awesome community members to see what they do!   Power AppsPower AutomateCopilot StudioPower PagesWarrenBelzAgniusMattJimisonragavanrajanLaurensMfernandosilvafernandosilvaLucas001Rajkumar_404wskinnermctccpaytonHaressh2728timlNived_NambiarcapuanodaniloMariamPaulachanJmanriqueriosUshaJyothi20inzil2kvip01PstorkVictorIvanidzejsrandhawarenatoromaodpoggemannmichael0808deeksha15795prufachEddieEgrantjenkinsExpiscornovusdeeksha15795SpongYeRhiassuringdeeksha15795apangelesM_Ali_SZ365ManishSolankiSanju1jamesmuller   LATEST NEWS Business Applications Launch Event - Virtual - 10th April 2024 Registration is still open for the Microsoft Business Applications Launch event which kicks off at 9am PST on Wednesday 10th April 2024. Join Microsoft product leaders and engineers for an in-depth look at the latest news and AI capabilities in Power Platform and Dynamics 365, featuring the likes of Charles Lamanna, Sangya Singh, Julie Strauss, Donald Kossmann, Lori Lamkin, Georg Glantschnig, Mala Anand, Jeff Comstock, and Mike Morton.   If you'd like to learn about the latest advances in AI and how #MicrosoftCopilot can help you streamline your processes, click the image below to register today!     Power Apps LIVE Copilot Coffee Chat - 9.30am 3rd April 2024 Be sure to check out our exclusive LIVE community event, "Power Apps Copilot Coffee Chat with Copilot Studio Product Team", which kicks off next week.   This is a unique opportunity to connect and converse with members of the Copilot Studio product team to learn more about their plans and insights into upcoming features. Click the image below to learn how to gain access!     Get Started with AI Prompts - Friday 29th March 2024 Join April Dunnam, Gomolemo Mohapi, and the team as they launch a new multi-week video series on our YouTube channelto show how you can power up your AI experience with Power Automate.   Here you'll discover how to create custom AI Prompts to use in your Power Platform solutions, with the premier available to view at 9am on Friday 29th March 2024. Click the image below to get notified when the video goes live!     UPCOMING EVENTS North American Collab Summit - Texas - 9-11th April 2024 It's not long now until the #NACollabSummit, which takes place at the Irving Convention Center in Texas on April 11-13th 2024. This amazing event will see business leaders, IT pros, developers, and end users, come together to learn how the latest Microsoft technologies can power teamwork, engagement, communication, and organizational effectiveness.   This is a great opportunity to learn from some amazing speakers and shining lights across #WomenInTech, with guests including the likes of Liz Sundet, Cathy Dew, Rebecka Isaksson, Isabelle Van Campenhoudt, Theresa Lubelski, Shari L. Oswald, Emily Mancini,Katerina Chernevskaya, Sharon Weaver, Sandy Ussia, Geetha Sivasailam, and many more.   Click the image below to find out more about this great event!   Dynamic Minds Conference - Slovenia - 27-29th May 2024 The DynamicsMinds Conference is almost upon us, taking place on 27-29th May at the Grand Hotel Bernardin in Slovenia. With over 150 sessions and 170 speakers, there's sure to be something for everyone across this awesome three-day event. There's an amazing array of speakers, including Dona Sarkar, Georg Glantschnig, Elena Baeva, Chris Huntingford, Lisa Crosbie, Ilya Fainberg, Keith Whatling, Malin Martnes, Mark Smith, Rachel Profitt, Renato Fajdiga, Shannon Mullins, Steve Mordue, Tricia Sinclair, Tommy Skaue, Victor Dantas, Sara Lagerquist, and many more.   Click the image below to meet more of the #MicrosoftCommunity in Slovenia to learn, mingle, and share your amazing ideas!     European Power Platform Conference - Belgium - 11-13th June It's time to make a note in your diary for the third European Power Platform Conference, which takes place at the SQUARE-BRUSSELS CONVENTION CENTRE on 11-13th June in Belgium.   This event brings together the Microsoft Community from across the world for three invaluable days of in-person learning, connection, and inspiration. There's a wide array of expert speakers across #MPPC24, including the likes of Aaron Rendell, Amira Beldjilali, Andrew Bibby, Angeliki Patsiavou, Ben den Blanken, Cathrine Bruvold, Charles Sexton, Chloé Moreau, Chris Huntingford, Claire Edgson, Damien Bird, Emma-Claire Shaw, Gilles Pommier, Guro Faller, Henry Jammes, Hugo Bernier, Ilya Fainberg, Karen Maes, Laura Graham-Brown, Lilian Stenholt Thomsen, Lindsay Shelton, Lisa Crosbie, Mats Necker, Negar Shahbaz, Nick Doelman, Paulien Buskens, Sara Lagerquist, Tricia Sinclair, Ulrikke Akerbæk, and many more.   Click the image below to find out more and register for what is sure to be a jam-packed event in beautiful Brussels!     For more events, click the image below to visit the Community Days website.   LATEST COMMUNITY BLOG ARTICLES Power Apps Community Blog Power Automate Community Blog Copilot Studio Community Blog Power Pages Community Blog Check out 'Using the Community' for more helpful tips and information: Power Apps, Power Automate, Copilot Studio, Power Pages

Users online (3,529)