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GabrielStJohn
Community Champion
‎01-04-2019 10:21 AM
Community Champion

Community Corner 24: #MSFlowConf/Flow News

 

 

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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!

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anttipajunen
Advocate II
‎01-03-2019 09:23 AM
Advocate II

The power of the Power Platform: Extending Field Service with Flow and PSA

 
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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crminnovation
Kudo Kingpin
‎01-03-2019 09:01 AM
Kudo Kingpin

Dynamics 365 Copy a Qualified Lead's Notes to a New Opportunity

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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  • Experienced Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Office 365, Azure, SharePoint Online, PowerShell, Nintex, K2, SharePoint Designer workflow automation, PowerApps, Microsoft Flow, PowerShell, Active Directory, Operating Systems, Networking, and JavaScript. Strong consulting professional with a Bachelor of Engineering (B.E.) focused in Information Technology from Mumbai University.
  • I am a Microsoft Business Applications MVP and a Senior Manager at EY. I am a technology enthusiast and problem solver. I work/speak/blog/Vlog on Microsoft technology, including Office 365, Power Apps, Power Automate, SharePoint, and Teams Etc. I am helping global clients on Power Platform adoption and empowering them with Power Platform possibilities, capabilities, and easiness. I am a leader of the Houston Power Platform User Group and Power Automate community superuser. I love traveling , exploring new places, and meeting people from different cultures.
  • Read more about me and my achievements at: https://ganeshsanapblogs.wordpress.com/about MCT | SharePoint, Microsoft 365 and Power Platform Consultant | Contributor on SharePoint StackExchange, MSFT Techcommunity
  • Encodian Owner / Founder - Ex Microsoft Consulting Services - Architect / Developer - 20 years in SharePoint - PowerPlatform Fan
  • Founder of SKILLFUL SARDINE, a company focused on productivity and the Power Platform. You can find me on LinkedIn: https://linkedin.com/in/manueltgomes and twitter http://twitter.com/manueltgomes. I also write at https://www.manueltgomes.com, so if you want some Power Automate, SharePoint or Power Apps content I'm your guy 🙂
  • I am the Owner/Principal Architect at Don't Pa..Panic Consulting. I've been working in the information technology industry for over 30 years, and have played key roles in several enterprise SharePoint architectural design review, Intranet deployment, application development, and migration projects. I've been a Microsoft Most Valuable Professional (MVP) 15 consecutive years and am also a Microsoft Certified SharePoint Masters (MCSM) since 2013.
  • Big fan of Power Platform technologies and implemented many solutions.
  • Passionate #Programmer #SharePoint #SPFx #M365 #Power Platform| Microsoft MVP | SharePoint StackOverflow, Github, PnP contributor
  • Web site – https://kamdaryash.wordpress.com Youtube channel - https://www.youtube.com/channel/UCM149rFkLNgerSvgDVeYTZQ/
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