Tag: power automate flows
Using Power Automate (Flow) to Create Sub-Folders in SharePoint
Posted on: October 7, 2020 | By: Guy Logan | Microsoft Dynamics CRM
The native SharePoint Online integration is a great feature in D365 Customer Engagement (CRM). It allows users to do a variety of things, including: Create, Upload, and View Documents in SharePoint from within the customer engagement apps. Take advantage of SharePoint document abilities such as checking documents in and out. Provide an organized method for locating documents with the app; a better approach than just creating attachments to a note...
How to Use Power Automate with Calculated or Roll-Up Fields
Posted on: July 27, 2020 | By: Guy Logan | Microsoft Dynamics CRM
Several years back, Microsoft first introduced calculated and roll-up fields in Microsoft Dynamics CRM. Over the last few years, they’ve provided great functionality to the system and have been constantly used in our client projects. However, one of the key limitations we’ve discovered is that you cannot trigger workflows or reference them in a workflow or business rule. There’s no doubt that the development of plug-ins or JavaScript codes have...