dynamics-365 – Page 3

April 16, 2024

[Power Automate] – How to add dynamic table content in word file using power automate (Part – 2)

Hey everyone, In our Part-1, we’ve covered creating dynamic content in word files. Now, we’re moving forward by creating a Power Automate flow to automatically replace placeholder tags with dynamic values. Steps for the Power Automate cloud flow: Here, I am creating Scheduled cloud flow as we need to fetch the contacts and create a Continue reading

Power Automate

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April 16, 2024

[Power Automate] – How to add dynamic table content in word file using power automate (Part – 1)

Namaste Everyone, Hope you are doing good! The Use Case: Every day, I want to gather all the contacts created today in Dataverse. Then, I want to organize them in a tabular form in a word document using Power Automate. Change content control properties of word file: If you don’t have developer tab in word Continue reading

Power Automate

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March 20, 2024

[Power Automate] – How to add dynamic content in word file using power automate?

Namaste Everyone, The Use Case: I have a word file stored in my SharePoint and I need to update some dynamic values within that file. How can I accomplish this? Change content control properties of word file: To update the content of the word file, you’ll have to incorporate content control properties within the document. Continue reading

Power Automate

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March 12, 2024

[Quick Tip] – How to use “navigateTo()” method in JavaScript in D365 CE

In this blog post, we will learn how to use navigateTo() method in JavaScript. navigateTo() method is a built-in method that allows you to navigate a specified table list, table record, HTML web resource, or custom page. This method can be useful when you want to programmatically redirect the end user to a different page Continue reading

Quick Tips

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March 5, 2024

Hiding Important information with Masking Rules in Dynamics 365 💎

Namaste Everyone, So, today we found something cool in Dataverse that isn’t widely talked about – it’s called the Masking Rule. This feature is like a secret agent for your data, helping you hide things based on certain patterns. Imagine you have info like emails, credit card details or bank account details that you want Continue reading

Quick Tips

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February 27, 2024

[Power Automate] Save Email Attachments to SharePoint using Power Automate

In this easy-to-follow Power Automate tutorial, we’ll learn how to effortlessly store email attachments in SharePoint. But that’s not all – we’ll also discover how to give these attachments new names as they land in SharePoint, all thanks to Power Automate. And if you’re looking to keep things organized by saving only PDF attachments, we’ve Continue reading

Power Automate

#D365, #MicrosoftD365, #MicrosoftLearn, #Powerapps, #Powerappsportal, #PowerAutomate, #Powerplatform, dynamics-365

February 21, 2024

[Power Automate] – Format an HTML Table with CSS and add links in Power Automate

Namaste everyone, Hope you all are doing well! 🙂 I often find myself wanting to make emails look nicer when I’m sending a list of records to someone. So, what I do is use HTML to create a table with some cool styles (CSS) to make it look good. And hey, I can even add Continue reading

Power Automate

#D365, #Microsoft, #MicrosoftD365, #MicrosoftLearn, #Powerappsportal, #PowerAutomate, #Powerplatform, css, dynamics-365, html, javascript, Power Automate, power-platform

February 7, 2024

[Quick-Tip] – How to Follow/Unfollow records of custom entities in D365 CRM?

Namaste Everyone, Hope you all are doing good! Scenario: If we want to know everything what’s happening around our “Priority/Critical” customers then we can go to their specific records and check the details. But what if we do not want to manually open the records each time to check the status/details? Well, Microsoft has given Continue reading

Quick Tips

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January 31, 2024

{Quick Tip} – How to block attachment extensions in Dynamics 365 CRM?

Namaste everyone, In this blog, we will learn how to block certain attachments in Dynamics 365. Scenario: If I do not want the user to select zip files as an attachment in Dynamics 365 CRM then we can block it by following below steps: By following above steps, you will be able to block any Continue reading

Quick Tips

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December 29, 2023

[Quick Tip] – How to get the Session details of Model Driven App and Canvas App?

Namaste everyone, Scenario: If you want to report any issue related to your app or product, you must need to share Session Details along with the issue description to Product Support Team so that they can troubleshoot the issue and help you with the resolution. In this article, we will learn how to get the Continue reading

Quick Tips

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