Skip to content
There's Something About Dynamics 365

There's Something About Dynamics 365

Blog about Microsoft Dynamics 365 CE|CRM & Power Platform

  • Home
  • Subscribe
  • About me

Category: Dynamics 365 CE

December 13, 2019 Dynamics 365 Sales / Flow / Power Automate / Power Platform

Power Automate the creation of Rollup Queries and Goals for Product Sales

In a previous blog post I wrote about Goals for Product Sales. It would be nice to Power Automate the

Continue reading
November 24, 2019 Dynamics 365 CE / Flow / Power Automate / Power Platform

Add Actionable Messages to your Playbooks in Dynamics 365 Sales -part 2

In part 1 of this blog post I’ve showed you the Power Automate Flow that created and sent the Actionable

Continue reading
November 24, 2019 Dynamics 365 CE / Flow / Power Automate / Power Platform

Add Actionable Messages to your Playbooks in Dynamics 365 Sales -part 1

Finally I’m going to implement Playbooks in our company’s Dynamics 365 Sales environment. If Playbooks would be available for custom

Continue reading
November 17, 2019 Common Data Service / Dynamics 365 CE / Flow / Power Apps / Power Platform

Slides of my session at DynamicsPower! Brussels 2019

Hereby the slides of my session at DynamicsPower! Brussels 2019 in Belgium on November 16th 2019 about Customer case: Adding

Continue reading
November 7, 2019 Dynamics 365 CE

Goals for Product Sales based on Opportunity Lines

Goals are useful to keep track of your progress on achieving target revenue. Goal metrics define how a goal will

Continue reading
October 16, 2019 Common Data Service / Dynamics 365 CE / Flow

Save API requests by using Filtering attributes and Trigger Conditions to restrict trigger of CDS connector

In the light of the new API limits it’s good to let the Common Data Service (CDS) connector in Flow

Continue reading
October 10, 2019 Dynamics 365 CE / Power Apps

Out-of-the-box hierarchical relationship on the Territory entity

With release wave 2 we now have out-of-the-box hierarchical relationship on the Territory entity. The Parent (Territory) field has been

Continue reading
September 2, 2019 Dynamics 365 CE

Add My Territory view to Opportunities based on Current User

Use case: Users belong to the same company and are members of the same Business Unit in Dynamics 365 CE,

Continue reading
August 20, 2019 Azure AD / Dynamics 365 CE / Flow

Generate PDF from Document Templates in CDS & Dynamics 365 CE using native Web API with Flow

The Create Quote PDF capability and the option to enable PDF generation was introduced in version 9.0.1905.2010 of Dynamics 365

Continue reading
August 6, 2019 Dynamics 365 CE / Flow

Copy Price List Items to Quote Lines with Flow

I wanted to write this blog post as an explanation of my answer to a question on the Dynamics 365

Continue reading

Posts pagination

«Previous Posts 1 2 3 4 … 6 Next Posts»

Recent Posts

  • Validate file input of manually triggered flow with trigger conditions
  • Bulk Delete assets in Microsoft Purview via the user interface
  • Bulk Delete assets in Microsoft Purview with Power Automate flow
  • Populate a dynamic Microsoft Word template in Power Automate flow
  • Scan QR code to verify version of distributed document

Archives

  • February 2024 (1)
  • October 2023 (2)
  • March 2023 (1)
  • December 2022 (5)
  • November 2022 (2)
  • February 2022 (1)
  • December 2021 (2)
  • November 2021 (1)
  • March 2021 (2)
  • September 2020 (1)
  • July 2020 (3)
  • June 2020 (2)
  • May 2020 (2)
  • April 2020 (6)
  • March 2020 (1)
  • February 2020 (1)
  • January 2020 (1)
  • December 2019 (1)
  • November 2019 (6)
  • October 2019 (2)
  • September 2019 (2)
  • August 2019 (3)
  • July 2019 (2)
  • June 2019 (2)
  • April 2019 (5)
  • March 2019 (2)
  • February 2019 (2)
  • December 2018 (1)
  • November 2018 (8)
  • October 2018 (5)
  • September 2018 (7)
  • August 2018 (2)

Categories

  • Azure
  • Azure AD
  • Azure API Management
  • Azure Table Storage
  • Common Data Service
  • Dataverse
  • Dynamics 365 CE
  • Dynamics 365 Sales
  • Excel
  • Exchange
  • Flow
  • Forms Pro
  • Microsoft Bookings
  • Office 365
  • Portal
  • Power Apps
  • Power Automate
  • Power BI
  • Power Platform
  • Purview
  • SharePoint
  • Teams

Tags

0n-premise (1) Actionable messages (7) Adaptive Cards (4) Administration (14) API limits (1) Approvals (2) Authentication (1) COVID-19 (1) Currency Exchange Rate (1) custom connector (3) D365Saturday (1) data quality (1) Document management (2) Failure Is Not an Option (1) field level security (1) folder (1) Goals (2) hierarchy (1) Ideas (1) instance (1) json (1) licensing (3) mailbox (1) model-driven apps (5) naming convention (4) October '18 release (1) oob (1) playbooks (3) Plug-in Registration tool (1) QR code (2) regular expression (1) Sales Territory (2) security (4) self service (1) SharePoint (3) SRM (2) Status Reason Transitions (1) Take Full Control over Your Flow Approvals (5) Trigger Conditions (1) user management (3) validation (1) webhook (1) Word template (1) workflow (6) Yes we can just do it with Flow series (16)

Recent Comments

  • Gerald Gnoza McCulla on Custom connector to get flow run history
  • StefanS365 on Custom connector to get flow run history
  • Raghava Reddy on Custom connector to get flow run history
  • [solved] Hourly extract of Power Automate cloud flows runs history for reporting into PowerBI? – Flowpoint | Blog on Custom connector to get flow run history
  • Stefan Vanhille on Populate a dynamic Microsoft Word template in Power Automate flow

Links

  • Dynamics 365 Community
  • Thinking Forward
  • It Ain't Boring
  • ReadyXRM
  • Develop 1
  • XrmToolBox
  • Benitez Here.
  • CRMCAT

Meta

  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
Tweets by StefanS365
WordPress Theme: Maxwell by ThemeZee.