Reassign Flow Approval Request from the actionable message
Apr19

Reassign Flow Approval Request from the actionable message

This is part 4 of the blog post series ‘Take Full Control of Your Flow Approvals‘ and in this part we’re going to implement the reassignment of Approval Request from the custom actionable message and process this is the receiving Flow to update the data in the CDS for Apps. So what happens when a Flow Approval Request is reassigned to someone else?Let’s reassign an Approval Request from the… Continue...

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Trigger your Flow on Approval Request to send the custom actionable message
Apr17

Trigger your Flow on Approval Request to send the custom actionable message

This is part 3 of the blog post series ‘Take Full Control over Your Flow Approvals‘ and in this part we’re going to create our own Flow to send the custom actionable message. The idea is to hook into the data of Approvals that is stored in the CDS for Apps and is created by the standard Approval actions in your environment(s). In the previous blog post I described the way we can create our own… Continue Reading...

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Create your own actionable messages for Flow Approvals
Apr15

Create your own actionable messages for Flow Approvals

This is part 2 of the blog post series ‘Take Full Control of Your Flow Approvals’. In part 1 we explored the data model for Approvals in the CDS for Apps. We will use this “infrastructure” to extend it with our own logic and customizations. The standard actionable messages for Flow Approvals have some limitations, so we are going to create our own actionable messages to overcome these… Continue Reading...

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Take Full Control over Your Flow Approvals
Apr15

Take Full Control over Your Flow Approvals

In my session ‘Take Full Control over Your Flow Approvals with Common Data Service for Apps‘ at the Power Platform Summit in Amsterdam I shared my ideas and concepts to take control over Flow Approvals in & with the Power Platform. Now it’s time to create a real Approval app. So let’s get started. The fact is that Flow Approvals are part of the Common Data Service for Apps (CDS). Let me… Continue...

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Slides of my sessions at User Group Summit Europe 2019
Apr03

Slides of my sessions at User Group Summit Europe 2019

Last week at the User Group Summit Europe and Power Platform Summit Europe I did 4 sessions in total.Here are the slides of my sessions:– Unleashing the Power of Universal Resource Scheduling in Dynamics 365 CE– Invite Contacts to Dynamics 365 Portal as Guest User with Azure AD B2B & Custom Flow Connector– Automate Your Dynamics 365 CE Admin Tasks With Flow!– Take Full Control over Your Flow… Continue...

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Automate SharePoint Document Locations creation in Dynamics 365 CE your way with Flow (2)
Mar08

Automate SharePoint Document Locations creation in Dynamics 365 CE your way with Flow (2)

To complete our scenario from the previous blog post, we have to create Flow number 2:On status change of the lead: if qualified, then set the regarding field at the document location record to the qualifying opportunity. Here is the overview of the Flow: When a Lead is qualified, the Qualifying Opportunity field is populated, so we use this field as Attribute Filter in the trigger… Continue Reading StefanS365’s Article on...

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Automate SharePoint Document Locations creation in Dynamics 365 CE with Flow (1)
Mar07

Automate SharePoint Document Locations creation in Dynamics 365 CE with Flow (1)

Scenario:Our Sales team would like to share sales documents related to the specific lead/opportunity.Server-based SharePoint integration is enabled and we created a modern team site in SharePoint Online where every parent account of the leads will have their own library. For every lead we want to add a folder to the account library and copy a start document to it. A document location to this… Continue Reading StefanS365’s...

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Send Action card from Dynamics 365 CE as Actionable Message via Email
Feb18

Send Action card from Dynamics 365 CE as Actionable Message via Email

Users can stay updated with Action cards in Dynamics 365 CE by enabling the Relationship assistant as part of Sales AI. For those users that are hooked on Email notifications it’s possible to send the Action cards as Actionable Messages via Email with the help of Microsoft Flow. These so-called Adaptive Cards can have similar markup and actions. Here is an overview of the Flow. We… Continue Reading StefanS365’s...

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Schedule daily email with summary of opportunities from Dynamics 365 CE in Flow
Feb07

Schedule daily email with summary of opportunities from Dynamics 365 CE in Flow

Based on a question in the forum of the Dynamics 365 community, I’ve created a Flow to schedule a daily email with a summary of the Opportunities that were created on that day. Here’s an overview of the Flow: The Recurrence trigger will start the Flow every day to get a list of Opportunities that were created on that day. If the list is not empty, the relevant fields of every… Continue Reading StefanS365’s...

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Add product to price lists with Flow
Dec31

Add product to price lists with Flow

Adding new products to a list of price lists can be time consuming so why not automate that with Flow. Here is the overview of the flow: I use the trigger ‘When a record is selected’ with a text input to get the first part of the name that the -to be selected- price lists have in common; they share the same name followed by the currency name between brackets. Then I select the… Continue Reading StefanS365’s...

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Get & Set Site of Users based on City field with the help of Flow
Nov22

Get & Set Site of Users based on City field with the help of Flow

I’ve demoed this Flow during my session ‘Automate your Dynamics 365 admin tasks with Flow!’ at Dynamics 365 Saturday Belgium in Brussels last Saturday. This Flow will set the Site field for Users based on the City field, that is synced from Azure AD. Here is the overview of the Flow: First I get the list of Site records that is stripped down to an array with only the Name and SiteId in the… Continue Reading...

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Flows & Slides of my session at Dynamics 365 Saturday Belgium
Nov21

Flows & Slides of my session at Dynamics 365 Saturday Belgium

Hereby the slides of my session ‘Automate your Dynamics 365 admin tasks with Flow!’ at Dynamics 365 Saturday Belgium in Brussels last Saturday. Automate your Dynamics 365 admin tasks with Flow! from Stefan Strube Related blog posts of the flows that were demoed: Yes we can just do it with Flow series. Here are the download links for the Flows: D365Get&SetUserentityimage

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User photos lost in synchronization > Flow to the rescue: Set Entity Image
Nov19

User photos lost in synchronization > Flow to the rescue: Set Entity Image

I’ve demoed this simple but effective automation solution with Flow during my session ‘Automate your Dynamics 365 admin tasks with Flow!’ at Dynamics 365 Saturday Belgium in Brussels last Saturday. User photos in Office 365 are not synced to Dynamics 365. And if there’s no photo available in Office 365, at least there’s an avatar with the initials of the user. It would be nice to have the same…...

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The ‘Flow Connectors for Dynamics 365’ Matrix
Nov12

The ‘Flow Connectors for Dynamics 365’ Matrix

Continue Reading StefanS365’s Article on their blog

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Playing around with Playbooks for custom entities
Nov08

Playing around with Playbooks for custom entities

Reading the October ’18 Release Notes I got interested in the new Playbooks functionality. Since the release is rolling out I started playing around with Playbooks. Jukka Niiranen wrote an excellent blog post about Playbooks for Dynamics 365 Activity Templates. Kevin Annfield did his part about Automating Dynamics 365 Playbooks. So I wanted to find out if Playbooks can be enabled for… Continue Reading StefanS365’s...

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How to edit settings of Dynamics 365 Trial instance
Nov08

How to edit settings of Dynamics 365 Trial instance

I’ve added a Trial instance of Dynamics 365 version 9.0 to our tenant. Our company name was copied to the instance name and to the URL with an extra ‘0’ to make it unique. But when I connected to our production instance (with the same name) from XrmToolBox I got connected to the Trial. What the flow? OK, that must be because of the same instance name so let’s change that. Oh no, that’s not… Continue...

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Connect Dynamics 365 version 9.0 on-premise with Microsoft Flow
Nov05

Connect Dynamics 365 version 9.0 on-premise with Microsoft Flow

Dynamics 365 Server, version 9.0 is available for download now. It’s possible to connect Dynamics 365 version 9.0 on-premise with Microsoft Flow: Triggers: make use of webhook registration to post a request to Flow connector ‘When a HTTP request is received’ Actions: make use of the Flow connector ‘HTTP with Azure AD – Invoke an HTTP request‘ and choose the option to Connect via on-premise…...

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How to clone a record and set its lookup field to new parent in Dynamics 365 CE
Nov02

How to clone a record and set its lookup field to new parent in Dynamics 365 CE

I would like to create a copy of an existing “template” record (custom entity) and then set the lookup on the new record to a parent, in this case the account from where I start the on-demand workflow. With the help of Demian Raschkovan’s Dynamics-365-Workflow-Tools I am able to clone a record. And with the help of Andrew Butenko’s Ultimate Workflow Toolkit I can set the lookup field on the… Continue...

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Slides of SPSBE session about Model-driven apps with PowerApps
Oct20

Slides of SPSBE session about Model-driven apps with PowerApps

Hereby the slides of my session about Model-driven apps with PowerApps, at the SharePoint Saturday Belgium on 20th October 2018. Model-driven apps with PowerApps – SPSBE 2018 from Stefan Strube Continue Reading StefanS365’s Article on their blog

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Microsoft Flow – Business Process Flows from a traditional CRM perspective
Oct15

Microsoft Flow – Business Process Flows from a traditional CRM perspective

This post is manually triggered by the blog post of Pieter Veenstra: Microsoft Flow – Business process flows from a traditional Flow perspective. Microsoft added Business Process Flows (BPF’s) to their Microsoft Flow platform. BPF’s are managed in PowerApps since the integration between Dynamics 365 and PowerApps. With Spring 2018 update (v9.0.2) their data is stored in the Common Data… Continue Reading...

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Using Dynamics 365 Webhooks as the third way to trigger Flow
Oct09

Using Dynamics 365 Webhooks as the third way to trigger Flow

There are two connectors available in Flow to get triggers from Dynamics 365 CE once it’s integrated with Common Data Service for Apps (Spring 2018 update > V9.0.2): the socialist Dynamics 365 Standard connector and the capitalist Common Data Service Premium connector. To get the socialist Dynamics 365 Standard connector working as trigger you need to enable Change Tracking on Entity… Continue Reading StefanS365’s...

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Create Account hierarchy in Dynamics 365 CE with Flow, based on CoC data
Oct03

Create Account hierarchy in Dynamics 365 CE with Flow, based on CoC data

We make use of a web services solution and subscription to enrich the accounts with data from the Business register of the Chamber of Commerce (CoC). In this way the records can be filled with validated data from a reliable source, and the accounts get unique numbers so the duplicate detection can intervene when an account with the same number is created. The CoC data contains among others the… Continue Reading...

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Schedule update of Currency Exchange Rates in Dynamics 365 CE with Flow
Oct01

Schedule update of Currency Exchange Rates in Dynamics 365 CE with Flow

Working with multiple currencies in Dynamics 365 CE, you might have the need to update the currency exchange rates on a regular basis. There are custom solutions and even a XrmToolBox plugin to do the job but let’s keep it simple and just do it with Flow. Here is the overview of the flow: First I initialize a variable of the type Float, since the Exchange Rate field in Dynamics 365 is a… Continue Reading StefanS365’s...

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User attribute values lost in synchronization > Flow to the rescue: Middle Name – revisited
Sep28

User attribute values lost in synchronization > Flow to the rescue: Middle Name – revisited

For the sync between the HR system and the local AD we use an on-prem SQL database that can be connected to Flow via a Data Gateway. In this database there is the Middle Name field available that I will use to sync it to Dynamics 365. Overview of the flow: For each user the local SQL database is queried: When the Middle Name value from the database is not equal to the Middle Name in Dynamics… Continue Reading StefanS365’s...

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