Tip #1357: Avoid Power Automate emails being marked as spam

Today’s tip is from Tadashi Zialcita and it looks like one the best tips in terms of usefulness / word count ratio. Can you beat that? Send your tip to jar@crmtipoftheday.com. To avoid an email from Power Automate being marked as spam, set it as important. <ENDOFTHETIP> Don’t abuse the newly discovered magic though or […]

Tip #1356: Handle mandatory autonumber fields in automation

The usual workaround for dealing with business required fields when creating records in automation is to make them non-required, deal with the automation and then switch the required option back on. Now, add an autonumber on top of that. That’s right, you want the mandatory field to be blank so that the generator kicks in. […]

Tip #1354: UI Flow: Setting document typeface properties

I recently was evaluating using UI Flow RPA to automatically print barcode labels. Using Microsoft Word or Wordpad and a freely available barcode TTF, I passed the barcode value to the document and hit the print button. All worked as expected, except I could not get the flow to properly record selecting the correct font. […]

Tip #1351: Flows not triggering after environment copy

Today’s tip from Ankita Chavan – a good reminder to get your housekeeping in order while copying the environments. Got a tip of your own? Send it to jar@crmtipoftheday.com! We were working on the full copy of data from UAT Environment to dev Environment and we were testing existing functionality. We found that flow was […]

Tip #1350: Modify webhook return status as needed in Power Automate

Power Automate is very handy to serve as a webhook. Add When a HTTP request is received trigger and you’ll get a URL to call after you save the flow. (Genuinely curious if it should be “an HTTP“ instead.) Any flow triggered by HTTP request executes asynchronously, i.e. it returns to the caller immediately after […]

Tip #1317: Make lead qualification better with Power Automate

You work on a lead in Dynamics 365–you have several conversations and enter some notes. After you qualify the lead, the activities show up on the account or contact record that was created in the qualification process, but the notes are left behind on the lead. Power Automate to the rescue! Create a Flow that […]