Sending a birthday email from CDS fields using Flow

This WTF episode came about from fellow MVP Joel Lindstrom. The challenge was to have Flow send a birthday email to Contacts when the day and month of their birthday equals today's day and month. I gave it a go with CDS (Dynamics 365) and Flow. I did hit a roadblock but I overcame it. Most of my Flows...

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How to display a date field value correctly in an email in Flow

In my previous blog post and vlog I covered how to reference related entity data. The last use case was to send an email to the contact associated to the Case where the Created On value is included in the email message content. Currently today we're used to configuring this through the Form Assistant...

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How to reference related entity data in Flow

What we're currently used to in Dynamics 365 workflows is using the Form Assistant to reference data to a N:1 entity. This is usually when we want to grab field data from a lookup field on the entity form. In Flow we don't have a Form Assistant to guide us but there is the Get Record action in Flow....

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Embedding Power BI report and dashboards in Dynamics 365 for Portals

All you die hard fans of displaying beautiful data through the art of Power BI can now rejoice as it's never been more easier to embed Power BI visualizations into Dynamics 365 for Portals. This is another new October 2018 release feature. Get excited cause it's super easy to configure. What...

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SharePoint Document Management for Dynamics 365 for Portals

I'm excited to share with you that SharePoint Document Management is back for Dynamics 365 for Portals. Over two years ago, Donna Edwards, requested that this feature was to be brought back. Short history lesson - back in Adxstudio Portals you could configure SharePoint Document Management. When it...

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Referencing a Two Option field in a Flow condition step

In my previous blog post, I share how you can reference an Option Set field in a Flow condition step. This time round I'm showing you how to configure a Two Option field in a Flow condition step. In Dynamics 365 workflows we can reference a Two Option field in a workflow step. As defined in the https://docs.microsoft.com...

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Referencing an Option Set in a Flow condition step

A field type that can be referenced in a Dynamics 365 workflow condition step is an Option Set. As defined in the https://docs.microsoft.com site: This field provides a set of options. Each option has a number value and label. When added to a form, this field displays a control for users to select...

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Triggering a Flow when Dynamics 365 fields have changed

When you configure a Dynamics 365 workflow to be triggered on update of a record, it is defined by fields that have changed. How do I replicate this in Flow? Welcome to another WTF blog post where I share with you on how to replicate this in Flow. Can I do this using a Dynamics 365 trigger? The...

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Does not contain data and Does contain data in Flow

Another type of configuration that we are familiar with in Dynamics 365 workflows is Does not contain data and Contains data in a condition step. This is typically used to check whether a field is populated with data for the next workflow steps to take place. When you use basic mode, you'll be presented...

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AND OR statements in Flow

When using a Check Condition step in Dynamics 365 workflows, you have the ability to to the following AND OR Group a combination of AND OR In this #WTF post I will cover how to do this in Flow as the configuration is different. Remember, Flow uses the odata APIs of Dynamics 365 which results...

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