Microsoft Forms is great for many use cases. However, with some use cases you may not want the whole organization to have access to this form.

Requirement :

When the sales representative moves the quote to “At Customer” stage (means a quote is sent to a customer) , a phone call should be created automatically with due date as below.

• The activity should set the Due date to three days ahead.
• For example, If a quote is sent on a Monday the due date should be set to Thursday.
• It should account for Saturdays and Sundays so if the quote is sent on a Wednesday the due date should not be set to Saturday. It should instead be set to Monday.

Wiki pages are being used widely across organizations because they provide a quick and efficient way to gather large no. of diverse information at a single page which can be shared throughout the organization.

At work, we’re regularly asked by customers of The Muhimbi PDF Converter Services Online, if our PDF Converter can be used to convert SharePoint Online wiki pages to PDF in conjunction with Microsoft Flow, Logic Apps, and PowerApps?  The short answer is yes, and the post below details how you can do it.

 From the picture above, we can see the 'New' branch cannot be added to when the flow branch is already complete. And more importantly the branch does not come together at the end. Its a dead-end!

The purpose of this post is to show how to create a Power Automate (Flow) solution to extract text from image based SharePoint content and updating a field with the extracted text.

Power Automate plus the Common Data Service

I had the pleasure of presenting at the UK’s and possibly Europe’s largest free business applications community event – Scottish Summit 2020! The event had over 1000 attended descend on Glasgow for a fantastic day of networking and learning.

I chose to present Power Automate and how to adopt it within your organization quickly.

Enjoy and Happy Automating!

In a B2B2C (Brand-Channel Partner-Customer) scenario we want to gain insights about the share of brand of our actual and potential partners to evaluate their end customer communication. To evaluate our brand against our competitors we’re establishing a share of brand metric. See below sample market insights for domains and brands.

In this article, learn how to connect to Azure Cognitive Web Search API - v7 to search on specific websites about your brand occurrence and gathering the total matched results by following the step by step guide below.

We use ‘List Record’ action on an entity to retrieve multiple records . By default, This action retrieves maximum of 512 records. The flow would run successfully even if we have more records, but, it will return only the first 512 and skip other records.

We came across this scenario and we didn’t realize that it is skipping records. Later , we adjusted the setting to resolve this issue. Here are the steps.

Understanding what version of Power Automate your instance is running!

In this post, you will learn how to connect to an API with OAuth 1.0 authentication in Power Automate. Using this connection, we will connect to Twitter API to post tweets with @mentions and also send DMs with quick actions. The Twitter connector available in Power Automate doesn’t allow user mentions and also doesn’t have an action to send DMs.

In this post, you will learn how to connect to an API with OAuth 1.0 authentication in Power Automate. Using this connection, we will connect to Twitter API to post tweets with @mentions and also send DMs with quick actions. The Twitter connector available in Power Automate doesn’t allow user mentions and also doesn’t have an action to send DMs.

Microsoft Forms provides us with a quick and easy way to create surveys, quiz’s etc.  Recently, Microsoft even improved it’s Form product by adding the “File Upload” question type to Forms.  Even with this improvement though, Microsoft Forms big downside remains.

Have you ever noticed that Power Automate will sneak in that 'Apply to each loop' even though you are only expecting a single value.

For example this can happen whenever you are using a Action that 'Lists' items, folders, fields, etc.

In this example I will be showing how to get a User ID in CDS with the users Full Name.

Bypass the Apply to each loop that automatically gets added

Build a flow for sending multiple attachments in single approval request.

Scenario:

You have a triggered action that you wish to alert a user about. However, you only want to alert them the first time the action happens every day. You do not know when the triggered action will occur during the day, if at all, and the alert must be sent immediately.

Solution:

In order to achieve this we make use of the Flow Management actions to automatically turn our flow off after the first execution and then back on again at a scheduled time of day.

Hello Readers

In this post I will take you through the setup required to run a UI Flow (Robotic Process Automation) RPA. Now you might not need it if you running your flow manually and it is not triggered by a button, event etc.

In this article, we will learn how to update multi-values with the people picker field in Power Automate or MS flow. Updating a multi-value people picker field in MS flow or power automate is a little tricky, and recently a friend came to me for help on this. After lots of trial and error, I was finally able to manage to update the multi-value people picker field. Let us see how to achieve this.

So, you may asking, “Why don’t you just use the Word Templates already in Dynamics 365?” That’s a great question. But, here is the scenario:

I needed a way to generate a dynamic Word document using a template, but I wanted the generated document converted to PDF, stored in SharePoint and accessible within Dynamics 365.

The blog walks you through how you can export items from a gallery into a CSV using Power Automate with a OneDrive for Business connection.

Hello readers! This blog article is to help fellow consultants to start their journey on Power Automate. We all know how easy it is to create a flow! (Watch #TGIF Episode 2 here, if not already).

Automate the repetitive task if you have a OneDrive folder full of templated resumes and you want to copy each candidate’s name and contact from a well-defined field to an Excel file. First, create a flow that automatically goes through every resume in the folder. Next, add UI flows to your primary flow to record the steps you usually take to transfer data between the two types of files. Finally, run the flow to copy data from Word to Excel for every resume in your OneDrive folder automatically. This is an example to demonstrate the recording experience between two different types of files.

Automate the repetitive task if you want to convert all the legacy XLS files in one of your SharePoint document libraries to XLSX files. First, create a flow that automatically goes through every file in the library. Next, add UI flows to your primary flow that replays the steps you usually take to convert a single file. Finally, run the flow to convert every file in your library automatically.

In this article, we will learn how to perform various SharePoint Group operations like create group, assign permissions to groups, and add users to a group in Microsoft Flow. As there is no SharePoint connector available to perform group operations in Microsoft Flow, we will be using different REST APIs. 

In this blog, I will explain how to call an API (Application Programming Interface) using Microsoft Flow. Here I will be using the NASA API for Astronomy picture of the day (APOD). The plan is to retrieve the picture of the day using the API and store in a SharePoint document library.

This guide details how to build a Microsoft Flow solution which dynamically creates a Microsoft Word document based user-selected options within SharePoint.

Convert All images from PowerApps Gallery control to HTML\PDF using PowerApps JSON Function and Microsoft Flow! Enjoy!

Teams is a great tool for collaboration but how can it brought easily together with Dynamics 365 for Customer Engagement? There is an OOTB integration available between Teams and D365 CE, but Flow allows for more automation in creating teams and channels when records are created in D365 CE. This blog post will walk you though a Flow that creates a team, a channel and a tab with D365 CE, when a record is created in D365 CE.

Many of us over time will have worked on projects/solutions where there is a requirement to extract data from documents. This step by step guide details how to configure a Microsoft Flow to extract data from a document and add to the document as metadata.