Automatically Creates a Pass: Automatically new crm_pass entity is created and populated with data from the crm_worker record. Fields like crm_name, crm_passexpiredate, crm_passissuedate, crm_department, and crm_designation are copied over. The plugin also sets the crm_worker lookup on the...
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...
Create a custom connector in Azure Logic Apps Azure Logic Apps is a cloud-based integration service that allows you to create workflows and automate business processes using a visual designer and a wide range of pre-built connectors. However, there may be times when you need to integrate w...
Coding Standards for Custom Connector Creating coding standards for a custom connector involves establishing guidelines to ensure code quality, maintainability, and consistency across your development team. Here are some essential coding standards and best practices to consider Soft Tabs v...
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 ...
Custom Connector for Power Automate ConnectorsA connector is a proxy or wrapper around an API which enables interaction between the underlying service and Microsoft Power Automate or Power Apps. It gives users a means to link their accounts and use a library of premade actions and triggers...
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, 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...
Introduction Proper Work Order Experience In Field Service Dynamics356 The new interface in field service makes it easier to generate, manage, and schedule work orders. In this new interface of field service, can be give customers timely updates Make sure frontline workers has the informat...
Agreements Introduction: Agreements is an arrangement with customer capable and auto scheduling work. Use to automatically generate work order and invoice. Agreement mostly commonly used in field service. Maintenance schedules set them up to be daily monthly annually lot of more flexibil...