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anttipajunen
Level: Powered On

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.
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Super User
Super User

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.

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LuiseFreese
Level: Powered On

It all started with my nice idea of sketching some stickers and I offered on twitter to send those stickers for free...

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Super User
Super User

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.

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Super User
Super User

How to create a Flow that pulls data from a SharePoint list, uses Word to put the data into an appealing format and then attaches the document as a PDF back to the SharePoint list item.

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LauraGB
Level 8

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.
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Flow Staff Karan_MSFT
Flow Staff

Learn how to add rich visualizations for steps in Business Process Flows with the custom controls preview!Excerpt Photo.jpg

 

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prasannaadavi
Level: Powered On

In the previous post, we began building the basic infrastructure to use MS Flow to generate our Project Status report directly from Project Online.

In this post, we will see how to build the flow itself. Your completed Flow will look like this.

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Super User
Super User

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?

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prasannaadavi
Level: Powered On

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.
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Jay-Encodian
Level: Powered On

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. 
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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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Super User
Super User

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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