Ravishchandra Gupta's Blog

  Hello Guys, In our previous  blog   we have seen how we can create word document and attach it to CRM entity record as notes. Today we will use the same documents which is stored in CRM record as notes and will attach it to email. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In our previous blog we have created one flow which was creating a word document for Account entity and attaching the same document as note in the same account record. Now we will send one email which contains the same attachment. We will create MS Flow to achieve this. Create one automated flow as shown below: Rename the first step as shown below: Now add a new step and configure it as shown below: Add a new step to retrieve record and configure it as shown below: Now we will be creating email. Add a new step and configure it shown below: So here we done with the email creation. Now we will create a...

Hello Guys, In our previous  blog   we have seen how to use Word Template in D365 CRM. Today we are going to see how we can create word document and attach it to CRM entity record as notes. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. In our previous blog we have already configured Word template. Now we will use the same word document. First of all we will create one custom action as shown below: Add a new step :Perform Action and select SetWordTemplate. Click on set properties and configure it as shown below: Now we will be creating one power automate flow and perform bound action. Configure automated flow as shown below and click on create. Now Rename the step and configure it as shown: Add a new step as show below: So our flow is ready. Now we will create an account and check whether Word document is created and attached to record or not. As we can see its working. Hope it h...

Hello Guys, In our previous  blog   we have seen how we can create sales insights cards. Today we are going to explore Word Template in D365 CRM. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. We have come across many scenarios where we need to create word document for various purposes. For example whenever customer agrees with the quote, we need to send a letter of confirmation for the order through email. Also for sending quotation also we are using some word documents in email attachment.  Microsoft D365 CRM allows us to create and upload word template which can be letter used for various purposes. Let's see how to create and upload our won word template. Open D365 CRM online. Click on Settings gear icon and select Advance Settings. Now click drop down near to settings and select Templates. Click on Document Template. Now click on New -> Select Word Template ->...

  Hello Guys, In our previous  blog   we have seen how to use fetch xml query using MS Flow. Today we are going to see how we can create sales insights cards. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. Consider a scenario where user is working on various leads and he wants to track which leads are about to be lost. Microsoft D365 CRM provides a unique feature known as Sales Insights which can be used for creating a card and this can be displayed on entity as some notification. For example consider below leads. Here we can see that the above leads have not been modified since last one or two month. Now we want to notify user that he/she has not worked on these leads since one or two month by notifying message that this may be lost.  To achieve this we are going to create one power automate flow which will run every day at night and will create notification for the le...

Hello Guys, In our previous  blog   we have seen how to use expand query in Power Automate Flow. Today we are going to see how to use fetch xml query using MS Flow. Do follow us to know more about Dynamics and Power Platform. Also if you like our blog then please comment and share this blog with your friends. There are some scenarios where we need to perform Joins which we were doing in SQL for joining multiple table to retrieve data from various tables. Here in D365 we are having the concept of lookup field which is nothing but the separate entity. This entity is also having some additional columns. As we have Contact table which is having Company(Account), Country(Country) lookup. These lookups are also a separate table. Also Country table is having Region lookup. Consider a scenario where we are retrieving contact list and we also want some additional fields from these various tables then we need to use fetch xml query in Power Automate Flow. Let's see how to retrieve and a...