[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 btnContinue reading “[Quick Tip] Set Option set field value blank using Power Automate”

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 WeContinue reading “Retrieve characters/Substring from string in Cloud Flows”

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 sentContinue reading “Send Email Messages in D365 CE using Cloud flows”

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 emailContinue reading “Create Email attachment in D365 CE using Cloud flows”

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 selectContinue reading “Create Folder in SharePoint when record is created in Dataverse using Cloud Flows”

Last and First Expression in Cloud Flows – Part II

We have already seen how to extract first and last character from string in Cloud flows. Click here to check out part I. Let see how we can get first and last value in array. I have array of list of records (account records), want to get first value from array. Array – Add aContinue reading “Last and First Expression in Cloud Flows – Part II”

Last and First expression in Cloud Flows – Part I

Let’s see how we can use last and first expression in Cloud Flows. Below is the use case for using the First and Last Expression in the Cloud Flows: 1. To get First & Last item in array variable 2. To get First & Last char of string variable 3. To get First and LastContinue reading “Last and First expression in Cloud Flows – Part I”

Create HTML table & CSS using Cloud flows

Introduction: In this blog, we will see how to create html table and CSS using Cloud Flow Use case : Our Project requirement is to have Invoice details in tabular form. Solution: Create HTML table : Step 1 : Select a “Select” Step in Ms flow and add the fields in the table In ourContinue reading “Create HTML table & CSS using Cloud flows”

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 pictureContinue reading “Populate Signature from Dynamics 365 CRM to Word Document using Cloud flows”

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