- August 19, 2020
Introduction Sometimes, when you conditionally format data colors on a visual it can be hard for report viewers to know on what basis the data is formatted. With July 2020 update, you can now include a legend for data colors that have been conditionally formatted by color scale. This legend can help clarify the meaning […]
Introduction In this blog, we are going to explorer the “Run As” option of power automate as highlighted below: This option allows to execute the Power Automate under the Selected option of “Run as” property. Run as Option Details Below are the details about the options available in “Run as” property. Process Owner: The flow […]
Introduction In this blog I have explained how to migrate historical Closed (Won or Lost) Opportunities. Solution We will use comma separated (CSV) file as import file. Here are some important things you need to consider: Get your import file ready: Make sure your data is as complete and accurate when you create the import […]
Introduction Recently, we got a situation where we must show different fields on sub grid on a condition. We cannot hide or show fields on sub grid, but we can change view of sub grid. In this blog, I have explained how to change view of sub grid on a condition. Solution Here we are […]
Introduction Earlier, when we wanted to create PDF file of sales record, we were able to view it only after downloading it. The PDF file used to be named automatically same as the template name. In this blog, I have explained how we can preview PDF file of sales record with available word template and […]
Introduction Sometimes, clients want to edit or create new record without living current page. To create new record, we can use Quick Create form. But when we open existing record, then it will leave current page and opens a form page. In this blog, I have explained How to open forms as popup dialog in […]
Introduction Sometimes we need to hide or show some fields on the form according to a field value or a condition. We can do it using business rule. but when we want to hide or show large number of fields, tabs, and sections on the form then it will become difficult. In such situation we […]
Introduction In this blog, we are going to see the how we can create custom JSON data in power automate and can send as response. Recently, we had a requirement where we needed to send few details of entities whenever our power automate endpoint was hit. Example Let us consider the example, on contact entity […]
Introduction The Microsoft is improving the feature of Common data service and the CDS (Current Environment) is advance version of CDS. Today we will see, how we can set lookup in power automate using CDS Vs. CDS (current environment) connector. In the power automate, when we search for Common Data Service, then we can see […]
Introduction In this blog, we have explained how to use SQL connectors in Microsoft Flow/Power Automate. We can easily map SQL server database table to CRM entities or update record in to CRM entities from SQL table and vice versa. Whenever changes happen in SQL table, we can move those changes to CRM entities and […]
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