One Size Fits All? Not when it comes to IT.We’ve worked with a select group of Microsoft MVPs to put together a new blog series covering the biggest industry talking points and tribulations. The below article comes straight from MVP and Triad Senior Consultant, Pieter Veenstra. Before you get started, we’d like to extend our gratitude to you, our tech community members, for your ongoing insights. Keep feeding back to our MVPs and keep checking back on our Tech Implementer homepage to stay up to date with the latest news and developments. Over to Pieter.
We all know flows do a great job at automating business processes and how they work 24 hours and don't ask for holidays, so how do we report that activity easily across multiple flows? This post walks through one solution of reporting flow activity using Power BI. Only a little Power BI knowledge is required to create a report on flow activity that will update automatically.
Hey, Flow Fans!! This week I'll tell you where to find all of the on-demand sessions from #MSFlowConf! Also, I'll provide some helpful links that were mentioned in the #MSFlowConf. Then I'll dive into some Flow-related news links! Enjoy!
Once in a while, there are situations where the OOTB features of Dynamics 365's first-party apps simply run out. While Field Service can be a powerful tool to create additional value in a service/maintenance business, it also has its limits. I have previously written about Time Entries in Field Service by using Flow and PSA so let's continue on that path and see how we can enable field technicians to sell more by leveraging the power of the Power Platform.
The qualification or disqualification of a Lead in Dynamics 365 is a human-triggered event that kicks off a predefined process. That process will convert the Lead to a new Contact and Account record and also create an Opportunity that is associated with the Contact and Account. There will also be a link back to the originating lead in the Opportunity record. Here is what I have come up with as one approach to copy the Notes and attachments to the Opportunity record automatically. You could also approach it differently by changing the regarding on the Notes from the Lead record to the new Opportunity record. Modify it to fit the way your company wants it to work.
My name is Jay Goodison, one of the co-founders of Encodian and this post covers our recently released 'Encodian' connector which provides a new set of robust actions for creating, watermarking, securing, OCR'ing and merging PDF documents as well as image clean-up operations, bringing auto-rotate, de-skew and de-speckle capabilities (plus lots more!) to Flow.
Can Microsoft Flow replace the Dialog function in Dynamics 365? It is certainly one option. I will show you how to take an existing Button Flow you created, edit it to prompt you for input, and run it from within Dynamics 365.
This is a re-post of an article that was published by Chris McNulty in the Microsoft Tech Community. I am reposting it here to spread awareness of some subtle, yet important licensing changes that can be expected to be seen in coming times within the realms of both Microsoft Flow and PowerApps.
Time and Expense Entries and their approvals are an important part of Dynamics 365 Project Service Automation. As the approval process in PSA is based on a single approver, we will leverage Flow to build more tiers for Time Entry approvals.
Connect with experts, collaborate with your community and maximize learning opportunities at Microsoft Business Applications Summit. Back for its second year, this is the premier place for power users, analysts and technical architects to get hands-on with the tools you use every day – and get a sneak peek at what’s new and next. Registration is open – don't miss it!
This blog post will introduce you to an idea that allows you to pull products from Opportunity Lines in D365 CE to your Field Service Work Order Services and Work Order Products with Flow. No code is needed to accomplish this!
Hey Flow Fans! This week I am coming back to Community Corner to make an announcement about an important FREE event that is happening on December 6, 2018 that you probably won't want to miss if you're here reading this article now! I've also got a special shout-out to make to one of the most dedicated and top-contributing members of the Flow Community, @ScottShearer. If there were ever a role model for how to be an awesome and active community member, it would be him!
Wouldn’t it be great if you could trigger a Microsoft Flow from within Microsoft Dynamics 365 CE?
I will show you a Flow that a user can run from within Dynamics 365.
The business scenario is that you want to be able to send a broadcast Text Messages (SMS) to Contacts on a Marketing List. We will use the 3rd party service Twilio and other existing standard connectors to execute this process.
This blog post focuses on extending Dynamics 365 for Field Service by using Flow and Project Service Automation. One frequent business requirement in FS implementations is Time Entries. While that functionality isn't included in FS, we can use Flow and PSA to extend FS to leverage Time Entries.
How do you take that document that a user sent you, get it into SharePoint or Teams with the proper metadata/properties?
The answer is this quick and easy Flow, which will allow you categorize and move attachments into Document Libraries and add identifying metadata as part of the process. Using the sweep rules in an email inbox, you can manage and sort the emails and attachments in one simple process, and also use sweep rules to clean up the emails as they get stale if you so desire. By using Sweep Rules in combination with folders in Outlook and Document Libraries in SharePoint or (/Office365 Groups or Microsoft Teams), you can be very specific as to how attachments can be sorted and labeled as part of this process.
Getting into planner for managing the work of your teams, but you are lost in the total overview! Centralize the planning of your teams by creating them in an automated way toward a plan that will contain all teams.
The only solution to date has been to write a plugin to update Child records when the Parent record is updated. Microsoft Flow comes to the rescue! Using the Common Data Service triggers and actions with a little bit of geeky expression writing thrown in, it now can be done and updated easily.
Hey Flow Fans! In this week's Community Corner I will aim the spotlight at the "Flow Ideas" board and give you a detailed run-down on how to get the most value out of it. Then I'll show you some links to the most valuable and information-packed articles that have recently posted to the Flow Product Blog. Then last but not least, I'll serve up a few links to some hot Flow Ideas that you just might fancy to place a vote on. Enjoy!
In the coming days you have a meeting with technical people about PowerShell and would like to start with a survey to get an idea of the knowledge about PowerShell of the people in the room. Putting hands in the air is old school … No?
Hey Flow Fans! This week I'm going to put the spotlight on the "Help With The Forum" board of the Flow Community and really dive deep into some details to describe how to get the most out of that particular board! I'll provide some more links to threads in the "Flow Ideas" board that have gained some momentum with votes from users just like YOU! Enjoy!
Hey Flow Fans! This week's article will offer some great insight into the Flow Cookbook, a Community board where you can post your favorite Microsoft Flow recipes for other users to check out! I'll highlight some more great Community interactions that I've come across and then I'll link some of the top-voted ideas from the Flow Community. Enjoy!
Flow triggers for a list are understandably limited due to the nature of column metadata, but there are tools that are already part of the inherent SharePoint list structure- the old trusty, reliable List Alert. Used in conjuction with Outlook inbox sweep rules, you can get very specific about how list metadata will trigger your Flow!
Hey Flow Community! I am going to highlight the Webinars and Video Gallery board of the Flow Community! Also going to share some links to a couple of great new connectors that were added to the 200+ Flow connectors now available. Then I'll link to a few fresh new templates that could potentially be of use to your business! Pretty straightforward information this week! Enjoy!