Planner is a great tool for collaboration on specific tasks. While D365 PSA provides more robust functionalities around project management, granular task specific work is something Planner can be more helpful with. This blog post will get us started with Planner by creating an Office 365 Group and a Planner plan with a bucket and tasks, when a Project is created in Dynamics 365 Project Service Automation.
This article will show how to automatically create a Modern SharePoint Team site and apply a PnP template to it. You can use this approach to automate the creation of new SharePoint sites from custom templates. For example, you can create team sites for your projects with a predefined set of lists, libraries, etc. The same approach can work for Modern SharePoint Communication site as well.
This article will show how to create a custom SharePoint list or library using PnP provisioning template. You can use this approach to create lists or libraries of any complexity in SharePoint. For example, you may want to create an employees list with a set of predefined columns for your team. We will do it below.
Wouldn't it be great to create tasks in a Planner plan when a new request is posted on a SharePoint list. This post will walk though creating a new bucket in the selected project plan and adding tasks to that new bucket.
Sometimes it's the fun and novel ideas that work the best in Flow and the "Send a Happy Birthday email to employees on their birthday" template is a great example of that. This Flow offers a slight enhancement to that template and demonstrates how I start a Flow from new but re-incorporate parts of what existed in the above template. There is no better way to learn Flow than doing this. Can you spot the parts that are new and are recycled?
Have you ever wondered if there was an easy way to create a project status report for your executive or leadership team? This is especially true when you are already maintaining the data in Project Online and hate to re-enter the information. Well, with Microsoft Flow you can automate this task. In this post, we will review how.
This guide and supporting video demonstrate how to use Microsoft Cognitive Services and the Text Analytics API to analyse documents, extract key phrases and add the results as metadata on documents stored within SharePoint.
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.
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.
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.
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.
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.
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.
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
TxtSynchas recently released a Flow connectorto 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.
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.
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.
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!