Dynamics 365 Power Automate · Low Code No Code

{Dynamics Power Automate}Automatic Deactivate CRM Records based on Agreement End Date

 We have a requirement where two date fields Current Date and Agreement End date. The current date will always capture from the system date and the Agreement end date fill by the user. Now the requirement is that the form should get inactive with some status reason when Current date == Agreement end date. Here Agreement end date can be…… Continue reading {Dynamics Power Automate}Automatic Deactivate CRM Records based on Agreement End Date

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Dynamics 365 Power Automate · Dynamics CRM Ribbon Customization

{Dynamics 365 CRM} Call Flow Webhook from Ribbon button

Smart button which is developed by Scott has many buttons introduced in his soluion. Among them one of the button is Run Webhook. Solution can be downloaded from here. Download the managed solution and import it into your CRM instance. Once imported Create new solution and requirement entity on which you want to add button…… Continue reading {Dynamics 365 CRM} Call Flow Webhook from Ribbon button

Dynamics 365 Power Automate · Low Code No Code

{Dynamics 365 Power Automate} Notify Team members when Case record status changed

While working on one of the project we had the requirement to send an email to all team members of a specific team. We have used Power Automate to achieve this requirement as OOB workflow does not provide capabilities to fetch all members from team. Step – 1 Login to flow.microsoft.com and select appropriate environment.…… Continue reading {Dynamics 365 Power Automate} Notify Team members when Case record status changed

Dynamics 365 Power Automate · Low Code No Code

{Dynamics 365 Power Automate}send automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days

Requirement is to send an automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days. Step[1] Go to https://us.flow.microsoft.com/en-us/ and select the D365 environment. Step[2] Then click Create > Scheduled flow. Step[3] Enter the flow name and select the starting date, select Repeat every to 1 day. You can choose the starting…… Continue reading {Dynamics 365 Power Automate}send automatic reminder email to opportunity owners if the opportunity modified-on date is more than 10 days