In this article, I will highlight 10 interesting flow hacks/ workarounds that might help you in building your flows. This article is inspired by a couple of questions that I have been repetitively seeing on the community forums. Being documented at one place, it could be a good cheat sheet for all levels of users (beginners/ mid/ pros) while building flows.
The Common Data Model has a lot of benefits for Small Business Owners. However Small Business Owners do not have the time to "reinvent the wheel" when it comes to establishing apps, data relationships and automations which Microsoft Common Data Service would require. As a result Small Business Owners are forced to choose from marketplace of already established Apps. Luckily Microsoft Flow can provide the benefits of both worlds but enabling a Common Data Model approach to existing Apps in the marketplace.
In this post, I will show you how to detect duplicate records/ items in Dynamics 365 CRM/ CDS/ SharePoint, delete the record/ item and send a list of deleted records/ items as an email attachment. We will look at finding duplicate entries based on specific fields/ columns (specific values on these fields/ columns), deleting those and sending an email with the list of deleted records/ items.
Are you just getting into using Microsoft Flow and need a thorough overview of the product and what it offers? Are you feeling behind with all of the many updates Microsoft Flow has undergone? Are you struggling to come up with use cases to get your organization excited about business process automation? If so, you need to check out this webinar recording featuring Flow experts Jon Levesque, Melissa Hubbard, and Hunter Willis.
Check out the recording and Q&A from the webinar "The Four M's of Microsoft Flow" with speakers Audrie Gordon and Melissa Hubbard! Watch demos and learn best practices that will ensure successful, efficient, and performant Flows in your organization.
Because of my background as System Engineer and now Azure administrator. I have created an example thats combining Microsoft Flow with Azure Log Analytics and Powerapps. Creating an alert dashboard in Power App, has never been easier.
Did you ever create an awesome flow only to realize you could not get it to stop triggering? If so, don't worry it wasn't just you. This is called the infinite loop and it is a pretty common mistake flow makers deal with when building flows. Read more about the infinite loop and how to avoid it here!
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
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.
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.
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.
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!
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.
Very often we have a flow which is triggered by adding an item to a SharePoint list. and we would like to keep track of where the flow is for the particular list item The article explains how to keep track of your flow, from the SharePoint list.
Do you have a folder in your Inbox that receives all of your automated emails from one of the important services that you regularly use? Well, I do too! I get to use an awesome tool to stay ahead of the game with Twitter because I manage the Microsoft Flow Twitter account! This tool sends me an email every time one of my scheduled Tweets goes live. I don't know if you follow the Flow Twitter page, but that's 5 or more Tweets daily that I am alerted about via automated emails! This is why they all get moved to their own folder automatically via an email rule in Outlook. See how I use Flow to stay alerted if one of those automated emails is trying to alert me that a Tweet hasn't posted!!
I can tell you right away that if you're going to be working for Microsoft, you're going to be receiving a LOT of emails and you'd better have a way of keeping track of the really important ones to make sure that they are all being read and addressed properly. There are MANY ways to do this with Microsoft Flow. I'll show you how I make sure that I know every time my boss sends me an email.
Are you still trying to figure out what do with SharePoint Hub Sites and how to control the 100 hub site limit? Flow can be your answer by incorporating an approval flow to the SharePoint administrator. In continuing with the development of Flow integration to SharePoint Online according to the latest October release notes: Site owners will be prompted to create and run an approval process whenever they want to join a hub site in their tenant. Furthermore, for organizations that have turned off self-site creation, users can now request a site to be provisioned, which will initiate a request to SharePoint administrators before being provisioned.
In this article, I'll show you how I get my boss to approve groups of batched Tweets before I load them in our custom built automatic Batch Tweet Scheduler Machine to go live on our channel. This is a follow-up article from the how-to article that I wrote about the Batch Tweet Scheduler that uses Microsoft Flow and Google Sheets to Automate hours and hours worth of tedious work! Enjoy!