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Force Rollup Column Calculation in Power Automate
Rollup columns in Dataverse are a great way to aggregate data across a hierarchy of data such as totals, averages, maximum and minimum, but they come with some limitations too. Sometimes you need to force this recalculation on demand. Now you can do it with Power Automate!
List Segment Members from Customer Insights - Journeys in Power Automate
You can create seriously impressive and complex data queries for Leads or Contacts using the new ‘real-time marketing’ segment builder for in Dynamics 365 Marketing (Customer Insights - Journeys). Then use the segment data to provide you with the data set of Contacts or Leads you want to automate with in Power Automate!
For example: the interaction data for email delivery is super valuable in helping to clean up your data. A hard bounced email is a clear indicator for an invalid email address. You can identify Contacts or Leads to unsubscribe, deleted or modify to protect the sender reputation of your domain and give marketers a clearer view on conversion rates.
Include specific row (entity) references and all the data in Real-time marketing custom triggers
Custom triggers in Dynamics 365 Marketing (Customer Insights - Journeys) have recently became 1000 times better with the ability to include ‘Entity references’ - a way of making an entire record and all its associated records (up to 5 levels ‘deep’) available through a single trigger attribute. It works exactly the same as the ‘Contact‘ or ‘Lead’ in a trigger works, but for any table/row you choose.
This make all the data available in the trigger journeys for branching and emails for conditional content and personalisation. And you can have lots of these!
Upload Files to the Dynamics 365 Marketing Library with Power Automate
How to upload files into the Dynamics 365 Marketing (customer Insights - Journeys) library with Power Automate, including restricted files such as ICS calendar invitations!
Converting Dataverse Choice(s), (Multi-select) Option Sets, or Picklists in Power Automate
How to use single step Dataverse Custom Actions in Power Automate to convert choice/choices column value (integer) to label (words) and back again.
Also more fondly know as Option Sets, Multi Select Option Sets and Picklists.
Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing
Easily access Dynamics 365 Marketing form submission and event registration summaries (including custom registration fields) in the activity timeline, and also on the event or form itself!
Create Form Submission and Event Registration Summaries in Dynamics 365 Marketing
Create Dynamics 365 Marketing form submission and event registration summaries (including custom registration fields) to use in timeline posts, form exports and easier access to important details that are notoriously difficult to find!
Dynamic inputs for Project and Survey IDs in Customer Voice Survey actions in Power Automate
How to move flows between environments that use Customer Voice ‘Create an invitation’ or ‘Send a survey’ actions AND survey variables without post deployment edits or environment variables. Including how to navigate the ominous ‘The fields to send to Web Merge’.
Export Marketing Form Submissions in Dynamics 365 Marketing
How to enable the power of exporting marketing form submissions in Dynamics 365 Marketing. This blog will show you how we can use a custom page, custom button and some power automate magic to be able to export marketing form submissions into a lovely excel spreadsheet.
Mapping Lookup values from Dynamics 365 Marketing Form Submissions with Power Automate
How to make sense of lookup responses in a Marketing Form submission, when the form response says {"Id":"b580cd20-8e2a-ee11-bdf4-0022482578b5","LogicalName":"amey_country"} but what it actually means is ‘Australia’. If your users can’t speak GUID then this ones for you.
Delete internal emails from Dynamics 365 or Dataverse
How to delete internal emails from Dataverse or Dynamics 365 to keep private things private, without loosing visibility of important customer (and potential customer) communications for your sales, service and any other customer relationship management users.
Create Dynamics 365 Marketing Segments with Power Automate
Create and set ‘ready to use’ a Dynamics 365 Real-time Marketing segment as part of your automations using a Power Automate flow.
‘Distribution List’ Emails and Appointments with Power Automate
Automating the creation of Dataverse Activities to lists or groups of contacts. This post shows you how to build power automate flow that does the magic behind the scenes of the custom page in my last post ‘Distribution Lists’ in model-driven apps.
Change Business Process Flow Stage with Power Automate
How to automatically update the stage of a business process flow stage for Dataverse model-driven apps and Dynamics 365, with only three steps in Power Automate. A very efficient and up to date version, with some pointers on how to work with business process flows on custom tables too.
Choices: Spreadsheet or CSV into Dynamics 365 JSON
Extending the previous post ‘Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings’ to populate Choice (Option Set) values in the Dataverse JSON, rather than just strings.
Lookups and Owners: Spreadsheet or CSV into Dynamics 365 JSON
Extending the previous post ‘Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings’ to populate Lookup values in the Dataverse JSON, rather than just strings.
Convert a spreadsheet or CSV file into a Marketing List in Dynamics 365 - Strings
How to import a spreadsheet list of contacts or leads, into a marketing list in Dynamics 365 or Dataverse. If they are all new rows, its not too bad, but otherwise its a very manual export/import/VLOOKUP hodgepodge.
This post will show you how to create a flow which turns a CSV file with display names, into a populated marketing list in Dynamics 365. The fields are flexible. Import Contacts or Leads. Use New or Existing rows. Populated Standard or Custom fields.
Automate Timeline Posts in Dataverse Model-driven Apps for important events
Within Dataverse is there a way to have automatic posts to the timeline for events such as entry and exit of business process stages, change in ownership of the record, etc.?“ - of course!
How to automate useful auto posts into the timeline using Power Automate so you can get stuff done - quicker. The Dataverse timeline isn't just for activities in Model-driven Power Apps.
Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys
Handing over a good lead to the sales team at the right time is important. Knowing when a prospect needs further enrichment is valuable. Wouldn’t it be good if we could automate activities and notifications, at the right time, based on customer interactions as part of our real-time marketing journeys?
Activate a custom trigger to call a flow that creates the sales activity from within a marketing journey to help you achieve your marketing metric KPIs
Insert your email signature from Dataverse using Power Automate
If you are using Power Automate to create dataverse emails then the users signature will not be automatically populated (even if it’s been configured correctly in Dataverse!).
There is no guarantee that the user will have an email signature set up/assigned correctly. How to ensure we accommodate for both scenarios and automatically populate the email signature seamlessly as part of your flow.