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Jay-Encodian
Level: Powered On

Handling recursive events is an age old problem which can affect any application, moreover it seems to affect SharePoint centric solutions often due to the common need to capture an update event to execute relevant business rules before re-updating the item… which of course is the start of a recursive event (or infinite loop!).

This article outlines a simple approach for preventing recursive events in SharePoint when applying item updates via Flow. 

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Super User
Super User

We are all surrounded by different smart home devices and voice assistants around us. Wouldn't it be great if we could use them to -

Read the blog post to learn more.

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CFernandes
Level: Powered On

This post shows how to use the Muhimbi REST API and the Microsoft Flow HTTP action which will help you Merge all documents within a SharePoint Online document library to a single PDF. If the document is not already in PDF Format it will convert the file as part of the merging process.

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maricel0422
Level: Powered On

Nowadays people rely on mobile devices and alerts to track the work they need to do. In this example, we are leveraging the use of MS Flow to send reports directly in a format that people use the more:  emails.  We are using Azure Boards as our source of information for the email.   Although users can go to Azure Boards and look at different dashboards, we are bringing the information to them daily using an email.

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Super User
Super User

Have you ever looked for the functionality to add attachments to your Planner tasks when triggered by an Outlook email. This "How To" blog builds a Flow that creates Planner tasks, it then captures the email body and saves it to the task description, assigns those in the "to" field to the task and then saves the files attached within the email to the task.

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RezaDorrani
Level: Powered On

In this article, you will learn how to build a Flow that automatically sends out a summary email of Microsoft Team Channel conversations/posts to all members on a schedule.

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MGLovesFlow
Level: Powered On

 

This is the continutation of Automate Mass Company Communications with Page Approval Flow in SharePoint Online Part 1. The Flow in this article will show you how you can use Page Approval Flow in SharePoint Online to create an approval process to post news items on your intranet and extend them to all the other communication locations your company uses including Email, Yammer, and Teams.

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MGLovesFlow
Level: Powered On

The Flow in this article will show you how you can use Page Approval Flow in SharePoint Online to create an approval process to post news items on your intranet and extend them to all the other communication locations your company uses including Email, Yammer, and Teams.

 
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Super User
Super User

Would you like to add e-mails as tasks so that you can follow-up in am an organized manner?

Did you know that you could setup a Flow in 10-15 minutes that will take your flagged e-mails and assign them as tasks in To-do . To take it a step further, you can also assign due dates based on the importance level of the e-mail.

Read the blog for more details.

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Jay-Encodian
Level: Powered On

We've been helping lots of folk recently to build Flow's which extract SharePoint list item attachments and perform some form of processing, typically to convert to a single PDF document and share with a third party, or add to a records repository.

The following tutorial is built around a very simple scenario but should serve as a good guide for:

  • How to extract ‘X’ number of SharePoint list item attachments and process
  • How to use Flow variables to iteratively build a JSON array
  • How to merge 'X' number of documents (any format) into a single PDF document
  • How to dynamically create a HTML fragment and insert into a PDF document
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DavidCabaniuk
Level: Powered On

TxtSync has recently released a Flow connector to its global SMS services. Our aim is to provide you with the tools so that you can easily make SMS part of your business workflows. SMS is a customer’s preferred communication method. When used correctly, it’s a powerful way to improve your customer services communications by sending short, personalised and relevant notifications. Keeping your customers up to date no matter where they are! SMS boasts a 98% open rate so you can be sure your important messages will be read.

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frederikbisback
Level: Powered On

Buttons, Excel, Approvals and notifications. All in one, no two flows.

 

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anttipajunen
Level: Powered On

 
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.
 
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Super User
Super User

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.
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Jay-Encodian
Level: Powered On

 

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.

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Super User
Super User

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.
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TimoPertila
Level: Powered On

 

screenshot-2018-11-21-at-19-30-36.png

Teams are rapidly replacing traditional SharePoint workspaces. If and when this happens, we need a tool for end-users to order different teams for different purposes. 

Fortunately, Microsoft Graph has plenty of useful APIs for managing Teams. In this blog post, we build simple Teams provisioning solution without writing a single line of code.

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anttipajunen
Level: Powered On

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.
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anttipajunen
Level: Powered On

 

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!

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pladavm
Level: Powered On

Guide to Setting up workflow logic required for setting up email and/or mobile notifications for activity related to a WAVES Blockchain Wallet. 

waves logo.pngnotification.pngletters-1132703_1280.png
 
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Super User
Super User

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.

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anttipajunen
Level: Powered On

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.

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themsenduser
Level: Powered On

 

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.

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frederikbisback
Level: Powered On

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.

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Super User
Super User

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.

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themsenduser
Level: Powered On

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!

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pwapp_explorer
Level: Powered On

Ever created a Flow from a PowerApp and had strange names for your variables?
 
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Super User
Super User

SharePoint Approvals have never been easier with Flow. But what if you want to dynamically pull your approvers from an easily managed source such as a SharePoint list? 
 
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frederikbisback
Level: Powered On

What is the definition of Compose action with Microsoft Flow?

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Flow Staff Karan_MSFT
Flow Staff

Learn how to implement human-driven business process flows to consistently implement a framework for content reviews!

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