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 […]
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 […]
When using the Parse JSON action in Power Automate, flow will guess what type of data your fields are. Sometimes it guesses incorrectly, such as thinking a number field should be a text string. When this happens, you will only be able to select the field for test fields, not number fields in update record […]
So you want to build a model-driven app or use CDS or some other premium feature. Your boss tells you that you have Power Apps and Flow access. However, you need to know if it is just the version that comes with Office 365 or “full” Power Apps or Power Automate. How can you tell […]
&tl;dr When using Increment variable or Decrement variable actions, use coalesce function in the parameter to avoid unexpected results.
tl;dr If you have email addresses coming from somewhere and you’re using them in Power Automate to filter and find the records, make sure to double the quotes. Full story One of the observations made by our lifetime tipster Jerry Weinstock was that citizens tend to create automations that follow happy path. I have to […]
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 […]
If you are building your Flows from solutions and connecting to Common Data Service, you should use the CDS (current environment) connector. When you do, if you populate lookup fields, you might get a “resource not found” error message. If you get this error, like I did, you are probably just putting the guid of […]
Today’s tip is from Shidin ‘D365fanboi’ Haridas – thank you! Got a tip of your own? Why won’t you send it to jar@crmtipoftheday.com when you have a minute? Now, over to Shidin. Most CRM implementations, at some point, would have required to implement a bespoke auto-numbering system. However, testing the custom built auto-numbering solution end-scenarios, […]
You are writing canvas apps and Flows, but what happens if you get hit by a bus? How do you make sure that someone will be able to edit them in the future? Option 1: add them to a solution. If you create your Flow or canvas app in a solution, Flows and canvas apps […]
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