Problem Statement: The client had to show how many people are attending the conference from their office locations in India. Table Structure: The Employee ID, Name, Contact, Email, City, Attending?[Yes/No/Not Sure] are all stored in a table where Attending is the Option Set which we want as legend entries and City is the parameter. Solution: While creating the Chart, On Category[X axis], I had put first “City” then “Attending?”, & on the Y axis choose any other unique(not null) column, in this case I have done a “Count All” on “Employee ID” as shown below: Lets see the result on Chart: A ..read more

Hi Amazing people! Today i have got one of the recent requirements i came through. Business Requirement: We had a string coming from a source which had to be compared with the account name and then further actions had to be followed. But certain accounts had special characters in it like “&” in “Larsen & Toubro” and other special characters. Problem Faced: While writing the Fetch XML of comparison in “List Rows” action, if such special characters are present in the Account name, it throws an “Invalid XML” error. Handling them on a case by case basis would be a nightmare plus its not t ..read more

Hello everyone! In this blog, we will learn how to customize the “Opportunity Close form” in Dynamics 365. Business Requirement: Many times our clients have requirements where they want to capture essential details about why an opportunity was closed. By enabling this customization, sales representatives can provide valuable insights, helping sales managers develop better strategies. Solution: So usually, when the users go through the normal opportunity process closure process, they will get only limited features while they choose “Close as Won” or “Close as Lost” on the Ribbon. where they w ..read more

Business Scenario: Well we have all used Excel to get columns of Month name from a Date and then we can count and have a pivot around it. If we have a similar such requirement in Dynamics 365, where we have the date value, how to get its Month name automatically in a column? What comes to your mind? Calculated column would be the first thought right, try it out, i did, but no luck! This made me think that Microsoft must have definitely come up with a solution for this as this is an everyday scenario. I researched on it and landed on the much powerful Fx formula datatype Solution: So i have a ..read more

So, we have earlier learnt about the workflow() function in Power Automate. Today, let me tell you one of the other use case of it. Business Requirement: After a while, there would be many runs of both the Parent & the Child flows and at some point it will become very difficult to connect the two related flow runs in case if the child flow runs are failing and you wanted to debug it. It will be extremely difficult to locate the respective parent flow run from the child flow run. Solution: Thus in this blog, we will learn firstly how to create a child flow from parent flow & then how to ..read more

Well! Let’s continue to create our very own custom Power Automate history table. In our last Blog, we got to know how to get the Run URL. Today, we will use it to create the records. You may create it using a standard table but we are going to use Elastic tables.So what are Elastic tables we are all hearing? Lets dig in!! Theory: An elastic table is a table managed by Microsoft Dataverse which has similar user experience and API that are offered with standard tables. They share many aspects and options which comes with standard tables, but have their own unique features and capabilities that a ..read more

If you see the Run History table of a Power Automate, it says: Thus, we are going to create our very own Power Automate History table which we can utilise to sort,search find, however we want to track it. In Part 1 of this Blog, we will learn how to obtain the URL of a flow run, which we will store in one of the columns of our table. Let’s get going! There is a workflow() function we can utilise to see the details of the run of the flow. Thus, add a Compose step to your desired Power Automate. Lets see what output we get from here. We have got a JSON from here as below: Few interesting ..read more

In one of my previous Blogs, there was a Business Scenario where on change of Business Process Flow Stage, we had to change the status accordingly. Well, during the Business continuity, there are scenarios where a new BPF Stage and in turn a new Status can be introduced. So what to do in this case, shall we edit our Power Automate to cater to this new status or can we write something from the onset so that we do not have to make changes to our existing Power Automate. Problem: We have earlier used Switch action to match our Status to the BPF Stage and had separate branches for the updation of ..read more

Perform Changeset request is an action from Microsoft dataverse, which is used to perform a set of actions in totality or not perform it at all. Basically all actions inside it will be rolled back into its previous stage if any action under “Perform changeset request” fails. You will find only 3 actions available to use under “Perform Changeset request”: Add a new row. Delete a row. Update a row. Business Scenario: So if you want to mandatorily create a Contact if an Account is created successfully otherwise you would not create both OR maybe you want to add a record only if a certain acco ..read more

In this blog, we will learn how to update D365 record fields on change of stage in business process flow using Power Automate. Every business process flow with in the dynamics 365 CRM instance has an entity related to it. So whenever you create a BPF, an underlying table gets created. On adding the Business Rule to your solution, this table gets added automatically. Problem Scenario: Sometimes, you might want to update the option set value based on the stage change of the business process flow. For example, you might want to change the status of an opportunity from open to won when the stage ..read more