• Analysing a Power Automate Flow with the Process Advisor

      Isaac Stephens, 01 July 2022

      Have you wanted to analyse some of your Power Automate flows? Maybe some of the more complex ones with multiple paths? Do you have a flow that sometimes takes a long time to run? Well Microsoft have recently released the Process Advisor to General Access, but what is the Process Advisor and how can

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    • Rollback a request on Failure in Power Automate

      Isaac Stephens, 16 June 2022

      When using Power Automate to update Dataverse / Dynamics 365 you may not want the changes to be saved if a related action fails. For example, you may want to create two records and then update a third, but you only want this to happen if all three are successful. In this blog post I will show you ho

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    • Retrieving the Privileges of a User in Dynamics 365

      Isaac Stephens, 14 February 2022

      When working on a system recently we had an issue where we were querying the privileges of users to determine whether or not they have the privilege to do something (e.g. update a record). For some users this was not working as expected and the query was returning no privileges even though the users

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    • Buffer Overflow in Power Automate

      Isaac Stephens, 07 December 2021

      Lately I was using Power Automate to retrieve ALL accounts in our Dynamics 365 system, which is something that I have never really done before. Most of the time I will have an OData filter to be a little more specific, but this time I wanted everything. I was expecting this to take a while but I was

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    • Renewing your Microsoft Certifications - for free!

      Isaac Stephens, 17 May 2021

      Sitting Microsoft Exams is a great way to prove your skills and gain ‘Certifications’. These Certification are now only valid for 1 year after a recent change by Microsoft. However, if you are sitting a Fundamentals exam these currently do not have an expiry date. As you can see below, I have the Po

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    • Migrating SLAs to the Unified Interface in Dynamics 365

      Isaac Stephens, 02 November 2020

      Now that the Web Client SLAs are officially deprecated, we need to start moving over to the Unified Interface SLAs. You have been able to create SLAs in the Unified Interface for a while now but if you wanted to move your existing ones you had to recreate them. However, now Microsoft has a tool that

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    • How to add a SharePoint Document sub-grid to any Form in Dynamics 365

      Isaac Stephens, 07 October 2020

      A limitation with Dynamics 365 SharePoint integration was the fact you had to go related and click on the document option. This was made slightly better when Microsoft added a Files Tab to the Accounts, Contacts, Leads, and Opportunity Forms. This still left many of entities, including Cases and Cus

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    • Using Entity Hierarchy in a Dynamics 365 Rollup Field

      Isaac Stephens, 10 July 2020

      Rollup fields are great for aggregating data from related records. Dynamics 365 has a nice extra option with rollup fields, where they allow you to easily rollup data from child fields by turning on ‘Use Hierarchy’, after selecting the Source. An example of this is shown below, this example counts t

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    • Retrieving a Holiday Calendar in a Dynamics 365 Plugin

      Isaac Stephens, 22 June 2020

      In Dynamics 365 you can create Holiday Calendars which contain the dates when your business observes a holiday. These are important when using SLAs as they will be taken into account when handling response times. However, you may want to use these holidays in your own custom logic. For example, you

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    • Dynamics 365 2020 Wave 1: Updates to Customer Service Management

      Isaac Stephens, 17 June 2020

      In the new wave of Dynamics 365 there are some interesting updates to the Customer Service Management features. These include updates to routing rules and SLAs to bring them into the unified interface: a customizable Case Resolution dialogue, updates to the email creator, and much more. Check out Mi

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    • Why are my Dynamic Values sent in an email from a Dynamics 365 Workflow wrong?

      Isaac Stephens, 15 June 2020

      The Issue:Recently, I created a Workflow that set a User lookup field on a record and sends an email to a contact. In this email the updated field is used in two different ways; the first is by accessing it directly from the Case - this gives the Full Name of the User. The second way is by using the

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    • Adaptive Card Responses in Teams using Power Automate

      Isaac Stephens, 25 February 2020

      Power Automate recently released two new actions for Microsoft Teams. These actions allow you to post an Adaptive Card to a User or to a Team and wait for a response. Actions generally just run without any human interaction; however, these new actions bring in a new level of Human – Flow interaction

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    • Formatting Numbers in Power Automate Flow

      Isaac Stephens, 31 January 2020

      Power Automate has just released the new Format Number action, which allows you to format a number from one of the out of the box options, or by your own custom number format. This can be useful, as you are able to display numbers in a formatted way while maintaining the base value behind it for gre

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    • Creating a Form Processor in the Power Platform AI Builder (Part 2)

      Isaac Stephens, 15 October 2019

      Check Part One to see how to create the model needed to Process a form.Once your model has been created and published you are able to create an App or Flow that utilises it. Microsoft Flow is an extremely powerful way to use the Form Processor because it can automatically take newly submitted forms

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    • Security and Workflows in Dynamics 365

      Isaac Stephens, 09 October 2019

      In Dynamics 365 Workflows are assigned to a User, by default this will be the user who made the Workflow. This means that they run under the context of that User; having their security roles and field security profiles. If a System Admin creates a Workflow that uses a field with field security the W

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