Excel using Power Automate in D365: In this blog, i will show how to create records in dynamics 365 from excel automatically using power automate Now i have data in my excel sheet Add this excel file in your SharePoint Next create a new power automate flow Next take List rows present in a ...
convert emails to case: The first step in setting up the ‘from e-mail to case’ process is to update the general e-mail settings. For that we are switching to the old Dynamics 365 interface. From any model app you can access this classic interface via Advanced settings. Go to the Admini...
Enable Copilot for an Environment Go to admin.powerplatform.microsoft.com and go to the Environments and select the open the relevant environment Next go to the settings Go to the Product > features Here we have to turn on the copilot Navigate to Copilot Once copilot is enabled for the ...
Convert whole number field to decimal number: In this blog, we will see how to change a field data type from whole number to decimal number without affecting the existing data. This is my current whole number field now i will change it as decimal number field Go to the XRMTOOLBOX and open ...
In this blog, i will show how to filter lookup field based on the another lookup field in dynamics 365 without using any JavaScript code. Open your main form through make.powerapps.com Next select the field you wants to filter and in the right side scroll down and then we can see filter o...
In this blog, we will show how to get a record using guid. Go to your model driven app and click on your entity and then click Edit filters in the top right side Next select the field with your entity name and paste the GUID in the equals Now the record will appear equals […]...
In this blog, we will learn how to populate a lookup based on option set using power automate Recently i got a requirement with deprecating option set field by replacing with a lookup but it have 5000+ existing records available. so, i have created this flow to populate lookup based on the...
Today i got a requirement from my client to reassign the owner for some blogs Now i want to share my knowledge how i achieved this requirement Open Advanced settings and click on the Filter Modify the advanced search like showing in the image and then click on search select the flow and cl...
Preferred solution introduction: All of the modifications that Makers make in an unmanaged solution by default are kept in the Common Data Services Default Solution. developing a new solution and making necessary adjustments to an existing component or developing some new components after ...
Timeline Introduction : In this blog, i will explain how to update a field when an any attachment or document is added in the timeline i want to update the below optionset when any attachment or document uploaded in the timeline To achieve this follow the below steps Create a new automated...