Dynamics 365 CRM Blogs

Many times, we may get requirement to send PDF attached in notes as Email to a person. This blog will guide you on how you can do the same. In this blog, we will trigger a flow on notes Entity when a note is created Steps: 1. Add 1 st step as when a record is created in notes entity(annotation) with filter expression as subject eq "ABCDDDDDDDDDDDDd           Note: “ABCDDDDDDDDDDDDd” is used to trigger a flow when subject field of note’s record is equal to " ABCDDDDDDDDDDDDd’. 2.  Send an Email to user with required details. Here an Important thing is to convert the document (Base 64 file content) in binary string i.e. (“ base64ToBinary(triggerOutputs()?['body/documentbody']) ” ) without conversion, the PDF will not work in email attachment. 3.  Now you have successfully able to send PDF as E-mail attachment. Hope this helps!

Many times when we have an Array in Power Automate and we want to make it comma separated string in such cases we use loop to iterate each element in an array and append comma, we can avoid this loop and create desired string by using Join function available in Power Automate. My blog will guide you how you can achieve the same. Note : I am using hard code array in my blog, but you can use dynamic array as well Steps: Initialize a variable of type array with [ 'a', 'b', 'c', 'd', 'e' ] as its element. Add a new Compose step and use join function ( join (variables('Array 1'),',') ) to make array a comma separated string as shown below. Join function accepts 2 parameters, first parameter as Array in my case its Array 1 (variable) and second parameter as delimiter in my case I passed ‘,’ as we want to make comma separated string but you can use any delimiter and create your own string. Now, save and execute the flow and check if it ...

Many times, in Power automate we set a variable based on some condition and to achieve that, we use condition control action, but we can avoid using action and use If function instead. This blog will guide you on how you can use If function instead to using condition control action. Use Case: When an Account is created in D365 CE, Initialize the variable and set its value as description. If description is unavailable, then set value as NA. Steps: When an Account is created in D365 CE. Add a Compose action and enter if(equals(triggerOutputs()?['body/description'],null),'NA',triggerOutputs()?['body/description']) as expression in Input Field of connector. In above Step (2) it checks if description is null then set “NA” as output else set description as output. Initialize a variable of type string and set its value as Output of compose action. Create an Account and check if we get the desired result. Enjoy!

Steps involved in Power Automate: Select trigger, in my case I used CDS connector (Current Environment) when a record is created, updated or deleted. Select trigger condition, in my case I used Update. Select entity name, in my case I used Opportunities. Select Scope, Organization. Add new step to flow. Search Microsoft Teams and select Post a message. Select Team where you want to post a message. Select Channel from team where you want to send a notification. Enter Message in message box. Click Save and check teams. Congratulations! You have successfully created the required flow Hope this helps!!!