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Document generation before your eyes and on demand with Power Automate
Transform how you automate and orchestrate document generation in Dynamics 365 and model-driven Power Apps. How to produce, review and distribute sophisticated documents using Power Automate without compromising on the user experience or leaving your model-driven app.
Mapping Option Sets/Choice Labels from Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate
How to make sense of option set/choice responses in a Marketing Form submission, when the form response says ‘15’ but what it actually means is ‘My dog ate my homework’. If your users can’t speak integer then this ones for you.
Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing
Use Dynamics Marketing subscriptions, with your nicely branded and styled subscription centre form with the amazing new features of Realtime Marketing. Whilst ensuring the Contact Point Consent and Compliance is kept up to date too. Not very ‘exciting’ but also very important!
Trigger flow when a Marketing or Subscription List is updated
How to trigger a flow when a Marketing or Subscription list is updated in Dynamics 365, understand what kind of update just happened, then get the GUIDs you need to do your next steps whatever that might be.
I want to update the Marketing Preferences and Consents in response to a subscription list update!
Improve the Dynamics to SharePoint Integration user experience a little bit more
Enhancing the Dynamics 365 to SharePoint integration user experience by adding a link to the form which opens the relevant SharePoint folder and removing the ugly, confusing GUID from the folder name. Small changes with significant results.
Synchronise SharePoint folder name with row name in Dataverse or Dynamics 365
Updating the name of a record in Dataverse does not update the name of the linked SharePoint folder or Document Location.
Dataverse is confused, the user is confused, and I am severely triggered by this data disarray. With a little bit of Power Automate magic we can automatically synchronise any record name changes with the SharePoint folder and Document Location, because that’s what it SHOULD do!
Upload Documents from Model-driven apps or Dynamics 365 to SharePoint - with metadata!
The Dataverse model-driven\Dynamics 365 app to SharePoint ‘integration’ is not the best. Chucking documents into folders, which are stored in folders, within more folders is not ok.
How to use Custom Pages, Power Automate, SharePoint, Power Apps and Dynamics 365 to help make it better. This post will show you how to:
1) Add information or metadata about the document except the record it relates to (by proxy of its location) during the upload
2) Show users when documents were uploaded without delving into each SharePoint folder
3) Significantly improve the document management user experience in model-driven apps
Adding Dataverse Record Links in HTML Tables in Power Automate
How to add links into HTML tables which are clickable and take you to Dataverse records. Super handy to add links into your daily or weekly summary emails to help users be more productive and enjoy their model-driven app experiences.
Set Dataverse Choices in Power Automate dynamically - without a switch statement!
Setting the value of a Dataverse choice option set or choices multi-select option set column field in Power Automate can be a little tricky. Flow expects either a static choice or the choice ‘Value’ rather than the ‘Label’. Smaller choices work ok with a switch statement but what about when your choice has 10+ choices? Here is a way to avoid cumbersome switch statements to handle larger choice lists.
Mapping Dynamics 365 Marketing Form Submissions to Custom Tables with Power Automate
Marketing forms in Dynamics 365 are great for creating and updating contact and/or lead records, but not much else. The documented way to handle form submissions beyond lead or contact is to build a classic workflow but that in itself is very restrictive. By moving the automation into a Power Automate flow it opens up many more doors in terms of generation submission reports, notifications and sophisticated record manipulation that cannot be achieved with classic workflows alone.
Document Templates and Rich Text Controls
Document Templates and Rich Text Component Controls are both excellent features of Dynamics 365/Model-Driven Power Apps, but they do not work well together at all. The solution isn’t perfect but by combining some Power Automate flow magic and a simple Word Document setting you can restore some slight harmony between the features.
PS. don’t waste your time trying to add/remove line breaks in Power Automate
Icons, Logos & Diagrams of the Power Platform
Updated diagrams and new solution architecture designs using the beautiful new ‘face lifted’ icons for Power Platform and Dynamics 365. Links to download the icons yourself from Microsoft Docs. Oh and a sneaky appearance from Mr Clippy too!
Set Customer Voice Survey Variables using Dynamics 365 Marketing
Sending Dynamics 365 Customer Voice surveys via Dynamics 365 Marketing is possible today already. Unfortunately it is not possible to set any survey variables (except first name and last name which is taken from the contact record)… until now!
This post is going to be using the ‘Real-Time Marketing’ functionality of Dynamics 365 Marketing to send personalised customer voice surveys, with all the variables you could ever dream of!
Create custom Dataverse triggers for Dynamics 365 Marketing - without a developer!
Real-time marketing comes with a bunch of pre built triggers which come with the installation such as ‘Contact Created’ and ‘Lead Created’ but obviously none for my custom tables. How to create your own real-time Dynamics Marketing customs triggers based on activity/data in Dataverse - without a developer!
Drop down list of options when a flow step is executed
Calling Power Automate flows from the Business Process Flow of a Model-Driven Power App or Dynamics 365 is nothing new but did you know you can also ask for inputs with a very well hidden a drop down list/option set/choice control
Track and Process Digital Applications with Customer Voice & Power Automate
Every customer application is unique, the additional evidence & supporting documents they need to provide depends on how they answer the questions. We can use Power Automate to send specific and personalised directions on what they need to do next after submitting an application.
Linking a customer voice response back to its originating invitation and related enquiry so that we can track all activities in one place. Ensuring any user can clearly see what is/was required and help move the application process along.
Sending Digital Applications with Customer Voice & Power Automate
This post will focus on sending a personalised, uniquely identifiable application form to a potential customer with dynamically generated email content from the simple click of a button of a business process flow. Customer Voice and Power Automate are a serious work force when combined!
Handling ‘Run Flow’ failures from a business process flow
Current limitations mean you cannot use business rules on the ‘Run Flow’ button on the business process flow, so its entirely possible for a user to run the flow when the scenario is going to cause silent failure in the background. Lets look at how to mark a business process flow step as failed, so you can handle flow run failures - gracefully and informatively, in a user friendly manner!
Digitising paper-based application forms with Customer Voice - it’s not just a survey tool!
You read that right - I used customer voice for an application process. Well ok not just customer voice, my good friend Power Automate got pretty involved too. There are so many new features in Customer voice which make it so much more than just a survey tool!
Citizen Can: Mastering Power Automate and Dataverse with George Doubinski
One ‘Citizen’ Developer and one ‘Real’ Developer combine forces to educate and empower the less technical among us with the simplified knowledge to unleash awesomely powerful functions in Power Automate without needing to be a ‘Real’ Developer.
Expand to save on thousands API calls; Relationships are complicated; Expand expanded no matter how deep; Call classic workflows from Power Automate; Pass parameters between classic and flow; Select like a boss; Row count and page.