Business Applications, Common Data Service, dynamics 365, Flow, Uncategorized

CDS current environment connector: Filtering attributes for the record created

Let's say I want trigger some logic when the particular field has been modified on a record. In this example, I modify a contact Email field and create a Note when it's been modified. I picked up a trigger for Create or Update because you can enter Email for a new record or you can… Continue reading CDS current environment connector: Filtering attributes for the record created

man is trying to roll a large rock uphill
Common Data Service, Flow, Uncategorized

How to get it right: “List records” just-first-record lookup value expression for CDS current connector

Sometimes I use my own blog to find some information which I am keeping forgetting. I am always forgetting how to do THIS so I keep it here. Problem: from the list of items retrieved via List records action for CDS current connector i would like to pick up the first item and get the… Continue reading How to get it right: “List records” just-first-record lookup value expression for CDS current connector

Common Data Service, Flow

Not your Outlook Emails. Create and send Emails from Dynamics 365 via Flow using Common Data Service current connector

Did you know you can actually create and send emails in a very similar way to how you did it with old fashioned workflows? Follow these “simple” steps below and say ThankYou to David Yack (MVP) for being awesome human being. You can say ThankYou to me as well 😊 Start with a solution. Create a… Continue reading Not your Outlook Emails. Create and send Emails from Dynamics 365 via Flow using Common Data Service current connector

Business Applications, Flow, Uncategorized

Using Flow with your personal Microsoft account. Why not?

First, I am logging to my personal Microsoft account, not Office 365 account. Then clicking on the Flow icon on the left side floating panel to login to Flow. Yes, you can do it with your personal account. You can get Flow Free - 750 runs/month, 15-minute checks. To test Flow with my personal emails I… Continue reading Using Flow with your personal Microsoft account. Why not?

CRM Consulting Best Practice, dynamics 365, Flow, PowerApps, Uncategorized

Help! My Flow is not triggered (for a custom entity)

Recently, I am trying to ignore workflows and move all the custom functional logic into Flows. This time I created a very simple Flow converting a text field value into a number and copying it to another field. I needed it for my chart. I run the Flow on a custom entity. An I forgot… Continue reading Help! My Flow is not triggered (for a custom entity)