Showing posts with label Power Automate. Show all posts

How to Filter Rows by Lookup Columns in Power Automate

When working with Microsoft Dataverse in Power Automate, you often need to filter data based on relationships, such as those defined by lookup columns. Here’s a straightforward guide to correctly format your OData filter queries for lookup columns.

Removing Carriage Returns (\r) and Line Feeds (\n) in Power Automate

In Power Automate, working with text data often requires cleaning up special characters such as carriage returns (\r) and line feeds (\n). These characters can appear in data retrieved from external sources, especially when the data has been URL-encoded. URL-encoded characters for carriage returns and line feeds are represented as %0D and %0A respectively. Power Automate provides a function decodeUriComponent() that can decode these representations back to their original characters, which can then be effectively removed from strings.

Filtering SharePoint Files by Name in Power Automate

When automating processes in SharePoint with Power Automate, you might encounter situations where you need to retrieve specific files by their names. This is particularly useful in scenarios where file names are used to identify document types, project names, or specific documents required for a process. Power Automate provides a straightforward way to achieve this through the use of the FileLeafRef property in the "Get files (properties only)" action.

Filtering Files and Folders in SharePoint with Power Automate

When working with Power Automate and SharePoint, one common task is retrieving items from a document library. However, document libraries contain both files and folders, and often, you may need to work exclusively with files or folders. Understanding how to filter these items efficiently can streamline your flows and make your automation processes more effective.

Dynamically Assigning Business Units and Security Roles in Dynamics 365 with Power Automate

In the dynamic world of Dynamics 365, managing user access through business units and security roles is crucial for maintaining data security and ensuring that users have the necessary permissions to perform their duties. Power Automate offers a flexible way to automate the process of assigning business units and security roles to users. This article demonstrates how to leverage the "List rows" and "Update a row" actions for business units, and "List rows" with a filter followed by "Relate rows" for security roles.

Integrating Power Automate Flows with Dynamics 365 Using JavaScript

In today’s digital ecosystem, automating workflows between your business applications can significantly enhance efficiency and data consistency. Power Automate, a versatile automation platform by Microsoft, seamlessly bridges the gap between various services and Dynamics 365. This article demonstrates how to invoke a Power Automate flow from Dynamics 365 using JavaScript, handling both successful executions and error responses.

Optimizing Large-Scale Data Updates in Dynamics 365 with Asynchronous Plugins and Flexible FetchXML

Introduction

In Dynamics 365, it's not uncommon to encounter scenarios where vast quantities of records require updates or complex manipulations. Naively processing large volumes in a single operation can strain performance and lead to timeouts. This article presents a strategy to tackle such challenges, emphasizing asynchronous processing, plugin chaining, and flexible FetchXML-driven initiation.

Simplifying Time Zone Conversions in Microsoft Power Automate

Introduction:

In the dynamic world of workflow automation, precision in time management is crucial. Microsoft Power Automate offers a powerful set of functions for managing time, including converting between different time zones. In this article, we will explore the convertTimeZone() function and its integration with formatDateTime() to simplify time zone conversions.

Mastering SharePoint Internal Schemas: A Comprehensive Guide to Filtering Person or Group and Lookup Columns

Introduction

Navigating SharePoint's complexities can often be a daunting task, especially when dealing with intricate internal schemas like Person or Group and Lookup columns. These elements are pivotal in creating dynamic and functional SharePoint lists and libraries but can present challenges in understanding and applying their internal naming conventions, particularly when integrating with tools like Power Automate. This guide aims to demystify these complexities, providing a practical overview of SharePoint's internal schemas with a focus on filtering Person or Group and Lookup columns. We'll use a real-world example to illustrate these concepts:

Using $expand Query in Power Automate for Retrieving Specific Fields from Related Entities

Introduction

In Power Automate, fetching data from related entities in Microsoft Dataverse can sometimes be challenging, especially when you need specific fields from a lookup entity. This article introduces the $expand query option, which allows you to efficiently retrieve related entity data. We'll focus on a scenario where you need to fetch specific fields from a Contact entity that is related to a Program Application entity.

Resolving "File Not Found" Errors in Power Automate When Using Custom File Paths

Introduction

In my recent experience with Microsoft Power Automate, I encountered a frustrating "file not found" error. This occurred while trying to access files using custom values in the "Get file content using path" action. In this article, I'll share how I resolved this issue, which might help others facing similar challenges.

MICROSOFT DYNAMICS 365

How to Filter Rows by Lookup Columns in Power Automate

Removing Carriage Returns (\r) and Line Feeds (\n) in Power Automate

Filtering SharePoint Files by Name in Power Automate

Filtering Files and Folders in SharePoint with Power Automate

Dynamically Assigning Business Units and Security Roles in Dynamics 365 with Power Automate

Dynamically Assigning Business Units and Security Roles in Dynamics 365 with Power Automate

Integrating Power Automate Flows with Dynamics 365 Using JavaScript

Integrating Power Automate Flows with Dynamics 365 Using JavaScript