Populate Signature from Dynamics 365 CRM to Word Document using Cloud flows

Let see how we can populate Signature from CRM to Word Document using Cloud flows

First we need to understand how to create word template with Content Controls –

Step 1 : Create Word Template with Content Controls

In Word Document, Select Developer Tab.

Under the Developer Tab, Insert picture control.

After Inserting a picture control, Click on Properties -> Name the Title and Tag according to your requirement.

In my case I have named title and Tag as Signature.

Now we have created a Word Document with content controls.

Upload this document in your SharePoint

Step 2: Populate Signature Field using Cloud flows

• Signature field in CRM is pen control and it is a text field which contains base 64 separated by comma

• Split the above field by “,” to get the text separated by comma

Use below expression –

split(triggerOutputs()?[‘body/cf_signature’],’,’)

Output of above expression –

• Initialize a variable of type Object and set the Object as shown below-

Content is output of split action, To get the output of split action use below expression –

outputs(‘Compose_2’)[1]

Syntax – outputs(<stepname>)[position of array]

And save the object in a Compose

• Populate a Microsoft Word Template

Add action “Populate a Microsoft word template” in flow

• Create File in SharePoint

File Content of Create file step is the output of Populated Word Template

Input –

Output –

Hope this helps!

How to map Signature field into Word template in D365 CRM

Introduction :

As we know , signature field with pen control can not be mapped directly into word template.

this blog will explain how to map  signature field into word template.

Implementation

Steps to Add Signature Field

Step 1 :  Create signature Field with data type multiple line of text and maximum length 15000

Step 2:  Then in the field properties -> control -> select Pen Control and Add.

In word template ,signature field will map as a text field which contains base 64 separated by comma.

As shown below.

Steps for resolution:

Step 1 : To map signature field in picture format in word template , create new field signature text with data type multiple line of text and maximum length 1048576.

Step 2 : Write plugin. Plugin will trigger on create of record and update of signature field. 

Plugin Explanation : Plugin will retrieve the value of signature and separate  ” data:image/png;base64 ” string followed by “,” (comma) and save remaining text in newly created signature text field.

Plugin Registration:

1. Register a plugin on create and update of account entity.

2. Plugin code

3. build the code and update assembly and trigger a plugin.

Step 3 : To map signature into word template : select “new_signaturetext” field to map.

And upload this template .

 Step 4 : Result :

Hope this helps.

Create Pop up in Power Apps

In this blog we will see how to create Popup in Canvas power Apps

Step 1: Add a label on you screen where you want to add a popup.

Now add a background color -> select  custom as shown in below image.

Step 2: Add a rectangle

Step 3: now add two buttons, and name the button as Yes and No and also add the label with text

“Do you want to delete this Question? You can’t undo this action.”

Now your screen will look like this:

Step 4: Grouping

To group the labels –

Select any label +shift -> select the labels/buttons you want to group.

After selection, click on (…) ellipses and you will see group option and click on Group and Rename the group.

This is all about adding the labels and buttons. Now will see how to visible the Popup

In this case, we want to show the Popup on click of the Delete .

Hence,

On select = UpdateContext({DeletePopUp:true});

Next step is to set the same variable on the Popup

Select the items and on visible of the grouped items write “DeletePopUp”

Now to set the same variable on the two buttons:

On select of Yes button:

On select of No button:

Hope this helps !

[Solved] You are not authorized to send mail on behalf of the specified sending account.

Introduction: We had requirement where we wanted to send Email using Power Automate. We had already implemented this using Work Flow. While implementing this using Power Automate, we started receiving mentioned issue “You are not authorized to send mail on behalf of the specified sending account.”

We had similar issue while implementing the same using Work Flow, But it did not work for the Ms Flow, after doing R&D we came to know that we need to give permission to send the mail on behalf of another user.

Solution:

Please follow the below steps to give permission to specific User

Step 1: Go to  Admin Center -> Select Exchange Admin Center

Step 2: Click on Recipients and Select User you want to give permission and follow the steps as shown below:

Step 3: In this scenario, We wanted to send Email from Admin on behalf of Support User

Below are the Steps to Give the Permission

i. Go to mailbox delegation.

 ii.   Click on the “+” icon and add User from which you want to send Email.

In this scenario, we wanted to the send Email by Support. So, add Admin into Send as and Send on behalf and Full Access. ->Save and try to run the flow.

Hope this will help you while sending an Email on behalf of the another User.

Create Guid In Ms Flow

Create Guid In Ms Flow

Have you faced a situation where a you need to create Guid for a record while working with Power Automate??

As we all know Guid is auto generated by CRM in most cases. So in case you wan to generate a Guid using Power Automate

      Here is the Solution:

Add compose in flow and Add guid() in expression.

Output:

In this way we can generate Guid in Ms flow

Hope this helps !

[Quick Tip] Set Option set field value blank using Power Automate

Here is the quick tip if we want to set option set field as blank.

Here for the demo purpose, on Account record we have field called Ownership which is option set field. Now it is set as public and we want to update it as blank.

Create a flow –

I am using btn flow for the demo purpose and retrieving the above record.

Once the record is retrieved will update the same record

While updating the record for option set, click on Enter custom value.

After clicking, In the expression type in null and click on Ok.

Once click on Ok. Ownership field will look like below.

Result –

In this way we can set the option set field as blank using Power Automate/MS flow.

Operations in Business Process flow using JavaScript in D365 CRM

Introduction – In this blog, you will learn about how we can perform different operations such as disable, enable, hide, etc on D365 CRM Business Process flow using JavaScript.

Set value in Business Process Flow

 var formContext = executionContext.getFormContext();
        let bpfControl = formContext.getControl('header_process_cf_outreach')
    
        let attribute = bpfControl.getAttribute();
          if(attribute != undefined)
          {
              attribute.setValue(979570000);
          }

Disable field on Business Process Flow

formContext.getControl("header_process_cf_outreach").setDisabled(true);

here cf_outreach is the schema name of the field on BPF. for BPF we need to write header_process before the schema name of the field

Enable field on Business Process Flow

formContext.getControl("header_process_cf_outreach").setDisabled(false);

Hide a field on Business Process Flow

formContext.getControl("header_process_cf_outreach").setVisible(false);

Mark Field Required on Business Process Flow

var formContext = executionContext.getFormContext();
        let bpfControl = formContext.getControl('header_process_cf_outreach');
        let attribute = bpfControl.getAttribute();
          if(attribute != undefined)
          {
              attribute.setRequiredLevel("required");
          }

Mark Field Optional on Business Process Flow

var formContext = executionContext.getFormContext();
        let bpfControl = formContext.getControl('header_process_cf_outreach');
        let attribute = bpfControl.getAttribute();
          if(attribute != undefined)
          {
              attribute.setRequiredLevel("none");
          }

Mark field recommended on Business Process Flow

var formContext = executionContext.getFormContext();
        let bpfControl = formContext.getControl('header_process_cf_outreach');
        let attribute = bpfControl.getAttribute();
          if(attribute != undefined)
          {
              attribute.setRequiredLevel("recommended");
          }

Quick Tip – Enable/Show Activities on Notes in D365 CRM

In this blog, we will see how we can show activities on Notes in D365 CRM.

 Step 1 – Click on Entity and check marked Activities.

Save and publish the Entity.

Step 2 – Open Main form where you have added timeline, Double click on timeline notes and mark filter by as Show all.

Save and Publish the form.

Output before enabling the activities

Output after enabling the activities

Watch this video to see how to add/enable notes timelines in D365 CRM

Retrieve characters/Substring from string in Cloud Flows

In this blog we will see how to retrieve string or characters from string using substring and take method

When we want to retrieve character/string from starting index then will use take() method, else will use substring()

Let say we want to retrieve first 5 character from string.

Eg. – string is Power Automate

We will demonstrate this with both the cases.

1. Using Substring

Here we are retrieving first 5 characters from string i.e. Power

Expression used –

substring(‘Power Automate’,0,5)

Output –

2. Using take()

Expression used to retrieve string – take(‘Power Automate’,5)

Output –

Hope this helps!

Send Email Messages in D365 CE using Cloud flows

Let say you want to send an email using OOB email message table.

Step 1 – add action add a new row and select table name “Email Message”

After selecting a table, add your activity party attribute as per your requirement.

As you can see status reason in below image, Email will not be sent by changing the status reason to sent or any other.

To send email, follow below steps

 Step 2 – Add action Perform a bound action

Select table – Email message and action – SendEmail , Row Id will be the Guid (unique identifier) from the step1.

Mark the IssueSend to Yes.

Save and try to run the flow.

Hope this help you to send Emails using OOB table using Cloud flows(Power automate)

[Resolved]You don’t have permission to view files in this location, Contact your Microsoft team owner or SharePoint administrator for access.

We added a new User in CRM, User has the System Administrator role but still were getting the below error.

You do not have permission to view files in this location, Contact your Microsoft team owner or SharePoint administrator for access.

 We did check User’s SharePoint access and, but it did not work.

Solution –

In User entity [OOB], there is OOB field called as “Sharepointemailaddress”. 

Add same email id of User -> save the record and it will be resolved.

Create Email attachment in D365 CE using Cloud flows

Introduction – In this blog we will understand and see how we can send email messages with attachments in D365 CE using power automate/Cloud flows.

Use case – our requirement is to create draft email message with attachment in CE.

We added a custom button send email on custom entity. On click of send email button an email message record with draft status should be created with attachment.

Step 1 – Create draft email message

Step 2 – Create Draft attachment

I. While adding a new step for creating attachment, you can see there are two attachment entities –

To check which attachment to select, enable experimental feature

( link to check how to enable experimental feature – https://youtu.be/lmRGpfYJTHo )

Select activitymimeattachments as shown in below image –

II. Create attachment record in CE with Guid Null.

To set Guid as null –

Add compose step in flow -> expression in null

Here file name should have an extension and mime type should be correct.

In my case I wanted to attach word document hence I used doc extension and Mime Type is application/vnd.ms-word.document.12

and item is Email message, add Guid of email message record created in step 1.

Output –

Email with attachment –

Hope this helps !

Disable field on change of tab in D365 CE using JavaScript

Use case – we had a requirement where we wanted to enable/unlock the Description field on the Invoice line form, the form is read only by default, there is OOB JavaScript on form load and on save of the Invoice line form which makes the field disabled/locked.

hence we decided to write a JavaScript on click of general tab.

Let’s see how we can achieve this

Solution –

Step 1 – Create web resource with below function-

var invoiceLineCustomization =
{
    unlockField : function(executionContext)
    {
        var formContext = executionContext.getFormContext();  
           formContext.getControl("description").setDisabled(false);
       
    },

}

Step 2: Add this web resource on tab property event TabStateChange and try.

( path to go to event tab – Click on tab -> change properties -> event )

Output –

Disable field in Business Process Flow in D365 CE using JavaScript

Use case – Our requirement is to mark field Purchase time Frame disabled in Business process flow on change of disable field(custom field) on opportunity form.

Let’s see how we can achieve this

Solution –

Step 1 – Create web resource with below function-

Add header_process before schema name of field.

Here schema name of the purchase time frame field is purchase timeframe. And after adding header_process_purchasetimeframe.

var opportunityCustomization =
{
    //opportunityCustomization.disableField
    disableField : function(executionContext)
    {
        var formContext = executionContext.getFormContext();
        var disable = formContext.getAttribute("cf_disable").getValue();
        if (disable == true)
        {
            formContext.getControl("header_process_purchasetimeframe").setDisabled(true);
        }
    }
}

Step 2: Add this web resource on form load, on Save, and on change of the field. And try

Output –

Create Folder in SharePoint when record is created in Dataverse using Cloud Flows

Use Case – Create Folder in SharePoint when new account record is created in Dataverse.

Step 1- Trigger action

Flow will trigger when an account is created in dataverse.

• Search and select “When a row is added, modified or deleted” trigger of dataverse.

Step 2 – Initialize a variable of type string.

• Search and select Initialize variable action
• Replace the special characters from account name.
• Add below formula in variable

Replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(replace(triggerBody()? [‘name’],’:’, ‘-‘), ‘%’, ‘-‘), ‘#’, ‘-‘), ‘*’, ‘-‘), ‘<‘, ‘-‘), ‘>’, ‘-‘), ‘?’, ‘-‘),’/’, ‘-‘), ‘”‘, ‘-‘), ‘”‘, ‘-‘), ‘&’, ‘-‘), ‘/’, ‘-‘), ‘|’, ‘-‘), ‘\’, ‘-‘), ‘~’, ‘-‘), ‘{‘, ‘-‘), ‘}’, ‘-‘), ‘.’, ‘-‘),’  ‘,’ ‘),’   ‘,’ ‘),’    ‘,’ ‘)

Step 3 – Create folder path.

• Create folder path by concatenating account name (replace special character) and account guid.
• Use Compose action and add the below formula

concat(variables(‘ReplaceSpecialCharacter’),’_’,toUpper(replace(triggerBody()?[‘accountid’],’-‘,”)))

Step 4 – Create main folder.

• Use ‘Create Folder’ action of SharePoint.
• Folder path is output of step 3.

Step 5 – Create document location record in dataverse.

• Select “Add a row” action of dataverse and add below details.
  • Service type – SharePoint
  • Location Type – General
  • Regarding (Accounts) – accounts(account_guid)
  • Relative URL – Folder path is output of step 3.
  • Parent Site or Location (Document Locations) –

To get the parent site or location follow below steps

• Go to Advance Find in D365 CE and search for document location

Query –

Result –

•  Click on default site and get the Id from URL.

• And paste this ID in Parent Site or Location

Example:

sharepointdocumentlocations(7c73515b-76a9-eb11-b1ac-000d3a32bc08)

Step 6- Create sub folder within main folder.

• Select and add “Create Folder” action of SharePoint
• Folder path – <main folder path>/<sub folder name>

Output of the flow –

In SharePoint

 In D365 CE