Power Automate Blog Posts for Microsoft Dynamics 365 and Dynamics CRM | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

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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Using Power Apps for Teams Power FX Formula Columns in Dataverse

Jared Johnson, 05 May 2022

Formula table columns are currently in preview, but Microsoft docs state that they are only available in Power Apps for Teams for now.Now while the Maker experience is only available in Power Apps for Teams, can we create them there and bring them into our normal Dataverse environment?To test this,
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Dynamics 365 Model Driven App Fallback and Role-based Forms

Adam Murchison, 07 April 2022

When working with forms in a Model Driven App you can select which forms you want to have in the app. You can control what form the user can see by Security roles, Model Driven Apps or JavaScript. This allows a unique experience for users depending on what Model Driven App they’re in.Security roles
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Power Automate - Writing Efficient Flows with the Switch Operator

Sean Roque, 04 March 2022

In a Power Automate, the Switch Operator is a built-in action that allows us to execute a unique branch of flow actions depending on the value of a variable. This essentially functions the same as nesting Condition operators, except that it’s much more simplified, while providing a built-in ‘default
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Dynamics 365 Partial Failures with Excel Online Export/Import

Paul Nieuwelaar, 24 January 2022

In Dynamics 365 Online, a common and useful way to bulk update lots of records at once is to use Open in Excel Online. This allows us to quickly modify bulk records using an Excel interface, which is also very useful when moving bulk data from one field to another. We can then Save immediately which
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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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Fixing See All Associated Records from a Sub-Grid in Dynamics 365

Adam Murchison, 29 July 2021

While using Dynamics 365 recently, I encountered an error where I was not able to view associated records related to a specific record. I was instead navigated to all records for the given associated entity, below will be an example of this and how to fix the issue.Example of the issueAs described,
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10 Tips for Beginner Power Automate (Microsoft Flow) Users

Harshani Perera, 08 July 2021

Power Automate (previously Flow) is a tool within the Power Platform that can help automate tasks and processes. It can also connect different applications and services together. As a beginner to Power Automate it can be daunting at first in trying to figure out how it all works for someone who is n
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Updating addresses in Dynamics 365 with an embedded Canvas App

Colin Maitland, 15 June 2021

In this article I will demonstrate how to update the addresses for a Contact in Dynamics 365 using a Canvas App that is embedded in a Model Driven App Contract.This image shows the embedded Canvas App. The app is displayed on a tab named Addresses on a Model Driven App Contact Form. You learn how to
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Get Replies to Teams Thread in Power Automate with Graph API

Paul Nieuwelaar, 19 May 2021

The Microsoft Teams connector for Power Automate is a bit limited when it comes to messages and replies. With the built in Teams connector, we can only get ALL messages in a channel, using the “Get messages (preview)” action. If we want to get just the replies to a specific Teams message, we can use
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Create Power Automate Cloud Flow Programmatically in MS Dataverse

Paul Nieuwelaar, 20 April 2021

When you create a new Power Automate Cloud Flow from within a Dataverse Solution, behind the scenes this Flow is being stored as a new row in the Process table for your Dataverse environment. If you’ve been using Dynamics 365 for a while, you’ll know this Process table is used for various types of p
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Monitor CRM Users Personal Options with Power Automate

Dominic Liu, 03 March 2021

If you are the Dynamics 365 System Administrator for your organisation, sometimes there are issues or even potential risks when a user changes their personal settings. For example, if user changed their email tracking to all email messages, Dynamics 365 would track all the emails from your inbox and
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Convert Dynamics 365 Deprecated Dialog Processes to Cloud Flows

Paul Nieuwelaar, 23 February 2021

Dialog Processes in Dynamics 365 have been deprecated for a while now, but until recently they’ve still ‘worked’ with seemingly no issues. The ability to ‘run’ dialog processes has also been removed from the user interface since the introduction of the UCI, however they could still be used if you ma
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Get Items from a SharePoint List using Power Automate with ODATA Filters

Dominic Liu, 19 November 2020

When you use ‘Get items’ action from Power Automate, it will bring back a list of items from your SharePoint List. This however can take a good amount of time for the Flow to run if you have a large number of items in your SharePoint List. On top of that this action is limited at 5000 items, which m
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Power Automate: How to import Flow Connection References

Nick Chin, 22 September 2020

Microsoft has finally announced that Solutions will now handle Flow Connections. Previously you had to import the Solution, then manually create a Connection and reconfigure each Flow individually.Connection References Now Microsoft has created Connection References for “Solution-Aware” Flows, the C
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