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LauraGB
Kudo Kingpin
Kudo Kingpin

Wouldn't it be great to create tasks in a Planner plan when a new request is posted on a SharePoint list. This post will walk though creating a new bucket in the selected project plan and adding tasks to that new bucket.
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Karan_MSFT
Power Automate
Power Automate

Learn how to add rich visualizations for steps in Business Process Flows with the custom controls preview!Excerpt Photo.jpg

 

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prasannaadavi
Regular Visitor

In the previous post, we began building the basic infrastructure to use MS Flow to generate our Project Status report directly from Project Online.

In this post, we will see how to build the flow itself. Your completed Flow will look like this.

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AlanPs1
Resident Rockstar
Resident Rockstar

Sometimes it's the fun and novel ideas that work the best in Flow and the "Send a Happy Birthday email to employees on their birthday" template is a great example of that. This Flow offers a slight enhancement to that template and demonstrates how I start a Flow from new but re-incorporate parts of what existed in the above template. There is no better way to learn Flow than doing this. Can you spot the parts that are new and are recycled?

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prasannaadavi
Regular Visitor

Have you ever wondered if there was an easy way to create a project status report for your executive or leadership team? This is especially true when you are already maintaining the data in Project Online and hate to re-enter the information. Well, with Microsoft Flow you can automate this task. In this post, we will review how.
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Jay-Encodian
Community Champion
Community Champion

This guide and supporting video demonstrate how to use Microsoft Cognitive Services and the Text Analytics API to analyse documents, extract key phrases and add the results as metadata on documents stored within SharePoint. 
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Jay-Encodian
Community Champion
Community Champion

Handling recursive events is an age old problem which can affect any application, moreover it seems to affect SharePoint centric solutions often due to the common need to capture an update event to execute relevant business rules before re-updating the item… which of course is the start of a recursive event (or infinite loop!).

This article outlines a simple approach for preventing recursive events in SharePoint when applying item updates via Flow. 

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ThatAPIGuy
Memorable Member
Memorable Member

We are all surrounded by different smart home devices and voice assistants around us. Wouldn't it be great if we could use them to -

Read the blog post to learn more.

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CFernandes
Most Valuable Professional
Most Valuable Professional

This post shows how to use the Muhimbi REST API and the Microsoft Flow HTTP action which will help you Merge all documents within a SharePoint Online document library to a single PDF. If the document is not already in PDF Format it will convert the file as part of the merging process.

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maricel0422
Frequent Visitor

Nowadays people rely on mobile devices and alerts to track the work they need to do. In this example, we are leveraging the use of MS Flow to send reports directly in a format that people use the more:  emails.  We are using Azure Boards as our source of information for the email.   Although users can go to Azure Boards and look at different dashboards, we are bringing the information to them daily using an email.

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AlanPs1
Resident Rockstar
Resident Rockstar

Have you ever looked for the functionality to add attachments to your Planner tasks when triggered by an Outlook email. This "How To" blog builds a Flow that creates Planner tasks, it then captures the email body and saves it to the task description, assigns those in the "to" field to the task and then saves the files attached within the email to the task.

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RezaDorrani
Community Champion
Community Champion

In this article, you will learn how to build a Flow that automatically sends out a summary email of Microsoft Team Channel conversations/posts to all members on a schedule.

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MGLovesFlow
Advocate I
Advocate I

 

This is the continutation of Automate Mass Company Communications with Page Approval Flow in SharePoint Online Part 1. The Flow in this article will show you how you can use Page Approval Flow in SharePoint Online to create an approval process to post news items on your intranet and extend them to all the other communication locations your company uses including Email, Yammer, and Teams.

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MGLovesFlow
Advocate I
Advocate I

The Flow in this article will show you how you can use Page Approval Flow in SharePoint Online to create an approval process to post news items on your intranet and extend them to all the other communication locations your company uses including Email, Yammer, and Teams.

 
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ThatAPIGuy
Memorable Member
Memorable Member

Would you like to add e-mails as tasks so that you can follow-up in am an organized manner?

Did you know that you could setup a Flow in 10-15 minutes that will take your flagged e-mails and assign them as tasks in To-do . To take it a step further, you can also assign due dates based on the importance level of the e-mail.

Read the blog for more details.

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Jay-Encodian
Community Champion
Community Champion

We've been helping lots of folk recently to build Flow's which extract SharePoint list item attachments and perform some form of processing, typically to convert to a single PDF document and share with a third party, or add to a records repository.

The following tutorial is built around a very simple scenario but should serve as a good guide for:

  • How to extract ‘X’ number of SharePoint list item attachments and process
  • How to use Flow variables to iteratively build a JSON array
  • How to merge 'X' number of documents (any format) into a single PDF document
  • How to dynamically create a HTML fragment and insert into a PDF document
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DavidCabaniuk
New Member

TxtSync has recently released a Flow connector to its global SMS services. Our aim is to provide you with the tools so that you can easily make SMS part of your business workflows. SMS is a customer’s preferred communication method. When used correctly, it’s a powerful way to improve your customer services communications by sending short, personalised and relevant notifications. Keeping your customers up to date no matter where they are! SMS boasts a 98% open rate so you can be sure your important messages will be read.

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frederikbisback
Kudo Commander
Kudo Commander

Buttons, Excel, Approvals and notifications. All in one, no two flows.

 

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anttipajunen
Advocate II
Advocate II

 
Once in a while, there are situations where the OOTB features of Dynamics 365's first-party apps simply run out. While Field Service can be a powerful tool to create additional value in a service/maintenance business, it also has its limits. I have previously written about Time Entries in Field Service by using Flow and PSA so let's continue on that path and see how we can enable field technicians to sell more by leveraging the power of the Power Platform.
 
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crminnovation
Kudo Kingpin
Kudo Kingpin

The qualification or disqualification of a Lead in Dynamics 365 is a human-triggered event that kicks off a predefined process. That process will convert the Lead to a new Contact and Account record and also create an Opportunity that is associated with the Contact and Account. There will also be a link back to the originating lead in the Opportunity record.
Here is what I have come up with as one approach to copy the Notes and attachments to the Opportunity record automatically. You could also approach it differently by changing the regarding on the Notes from the Lead record to the new Opportunity record. Modify it to fit the way your company wants it to work.
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Jay-Encodian
Community Champion
Community Champion

 

My name is Jay Goodison, one of the co-founders of Encodian and this post covers our recently released 'Encodian' connector which provides a new set of robust actions for creating, watermarking, securing, OCR'ing and merging PDF documents as well as image clean-up operations, bringing auto-rotate, de-skew and de-speckle capabilities (plus lots more!) to Flow.

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crminnovation
Kudo Kingpin
Kudo Kingpin

Can Microsoft Flow replace the Dialog function in Dynamics 365? It is certainly one option. I will show you how to take an existing Button Flow you created, edit it to prompt you for input, and run it from within Dynamics 365.
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Anonymous
Not applicable

 

screenshot-2018-11-21-at-19-30-36.png

Teams are rapidly replacing traditional SharePoint workspaces. If and when this happens, we need a tool for end-users to order different teams for different purposes. 

Fortunately, Microsoft Graph has plenty of useful APIs for managing Teams. In this blog post, we build simple Teams provisioning solution without writing a single line of code.

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anttipajunen
Advocate II
Advocate II

Time and Expense Entries and their approvals are an important part of Dynamics 365 Project Service Automation. As the approval process in PSA is based on a single approver, we will leverage Flow to build more tiers for Time Entry approvals.
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anttipajunen
Advocate II
Advocate II

 

This blog post will introduce you to an idea that allows you to pull products from Opportunity Lines in D365 CE to your Field Service Work Order Services and Work Order Products with Flow. No code is needed to accomplish this!

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pladavm
Helper V
Helper V

Guide to Setting up workflow logic required for setting up email and/or mobile notifications for activity related to a WAVES Blockchain Wallet. 

waves logo.pngnotification.pngletters-1132703_1280.png
 
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crminnovation
Kudo Kingpin
Kudo Kingpin

Wouldn’t it be great if you could trigger a Microsoft Flow from within Microsoft Dynamics 365 CE? 

 

I will show you a Flow that a user can run from within Dynamics 365.

 

The business scenario is that you want to be able to send a broadcast Text Messages (SMS) to Contacts on a Marketing List. We will use the 3rd party service Twilio and other existing standard connectors to execute this process.

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anttipajunen
Advocate II
Advocate II

This blog post focuses on extending Dynamics 365 for Field Service by using Flow and Project Service Automation. One frequent business requirement in FS implementations is Time Entries. While that functionality isn't included in FS, we can use Flow and PSA to extend FS to leverage Time Entries.

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themsenduser
Regular Visitor

 

How do you take that document that a user sent you, get it into SharePoint or Teams with the proper metadata/properties?

The answer is this quick and easy Flow, which will allow you categorize and move attachments into Document Libraries and add identifying metadata as part of the process. Using the sweep rules in an email inbox, you can manage and sort the emails and attachments in one simple process, and also use sweep rules to clean up the emails as they get stale if you so desire. By using Sweep Rules in combination with folders in Outlook and Document Libraries in SharePoint or (/Office365 Groups or Microsoft Teams), you can be very specific as to how attachments can be sorted and labeled as part of this process.

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frederikbisback
Kudo Commander
Kudo Commander

Getting into planner for managing the work of your teams, but you are lost in the total overview! Centralize the planning of your teams by creating them in an automated way toward a plan that will contain all teams.

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About the Author
  • Experienced Consultant with a demonstrated history of working in the information technology and services industry. Skilled in Office 365, Azure, SharePoint Online, PowerShell, Nintex, K2, SharePoint Designer workflow automation, PowerApps, Microsoft Flow, PowerShell, Active Directory, Operating Systems, Networking, and JavaScript. Strong consulting professional with a Bachelor of Engineering (B.E.) focused in Information Technology from Mumbai University.
  • I am a Microsoft Business Applications MVP and a Senior Manager at EY. I am a technology enthusiast and problem solver. I work/speak/blog/Vlog on Microsoft technology, including Office 365, Power Apps, Power Automate, SharePoint, and Teams Etc. I am helping global clients on Power Platform adoption and empowering them with Power Platform possibilities, capabilities, and easiness. I am a leader of the Houston Power Platform User Group and Power Automate community superuser. I love traveling , exploring new places, and meeting people from different cultures.
  • Read more about me and my achievements at: https://ganeshsanapblogs.wordpress.com/about MCT | SharePoint, Microsoft 365 and Power Platform Consultant | Contributor on SharePoint StackExchange, MSFT Techcommunity
  • Encodian Owner / Founder - Ex Microsoft Consulting Services - Architect / Developer - 20 years in SharePoint - PowerPlatform Fan
  • Founder of SKILLFUL SARDINE, a company focused on productivity and the Power Platform. You can find me on LinkedIn: https://linkedin.com/in/manueltgomes and twitter http://twitter.com/manueltgomes. I also write at https://www.manueltgomes.com, so if you want some Power Automate, SharePoint or Power Apps content I'm your guy 🙂
  • I am the Owner/Principal Architect at Don't Pa..Panic Consulting. I've been working in the information technology industry for over 30 years, and have played key roles in several enterprise SharePoint architectural design review, Intranet deployment, application development, and migration projects. I've been a Microsoft Most Valuable Professional (MVP) 15 consecutive years and am also a Microsoft Certified SharePoint Masters (MCSM) since 2013.
  • Big fan of Power Platform technologies and implemented many solutions.
  • Passionate #Programmer #SharePoint #SPFx #M365 #Power Platform| Microsoft MVP | SharePoint StackOverflow, Github, PnP contributor
  • Web site – https://kamdaryash.wordpress.com Youtube channel - https://www.youtube.com/channel/UCM149rFkLNgerSvgDVeYTZQ/
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