This article demonstrates steps to export Entra ID groups with members details in csv format. 

How to use Power Automate Desktop to send an Excel table, including cell colours, through Outlook. This can be particularly useful when you want to share data in a visually appealing and easy-to-understand format.

To Convert the Word to PDF you have to follow the below:

1. As shown below, create the document in OneDrive if it is not already there.
2. Call the OneDrive File Convert step, pass the file ID from the previous step, and select PDF as the conversion type.

If this post helps you with your problem, please give it a Thumbs Up. 

#PowerAutomate #Word_Template #Download_Word_Templates #Model_Driven_APP

For UAT testing

Connect to Azure OpenAI Whisper API in Power Automate

If you have worked in the Power Automate space long enough, you have probably come across the request "can you turn this webpage into a pdf?"  In this quick step-by-step walkthrough, I will show you how to do this fast!

Power Fx is a versatile language known for its simplicity and effectiveness in handling various data operations, including dates. In this blog post, we'll explore how to perform common date-related tasks using Power Fx Formulas in power automate desktop.

This is a common question I have answered more than once here and it is time to revisit my accepted solution from August of 2023.  In this example, I will show you how you can reference a saved image you want to include as an embedded/inline image and include in a Send an email (V2) action from either OneDrive or SharePoint - the formats are slightly different.  Goes without saying, make sure the permissions on your image allow others to view (if applicable).

📢𝗣𝗼𝘄𝗲𝗿 𝗙𝘅 𝗶𝗻 𝗣𝗼𝘄𝗲𝗿 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗗𝗲𝘀𝗸𝘁𝗼𝗽 now supports 𝗶𝗻𝘁𝗲𝗿𝗽𝗼𝗹𝗮𝘁𝗲𝗱 𝘀𝘁𝗿𝗶𝗻𝗴𝘀

𝗪𝗵𝗮𝘁 𝗶𝘀 𝗦𝘁𝗿𝗶𝗻𝗴 𝗜𝗻𝘁𝗲𝗿𝗽𝗼𝗹𝗮𝘁𝗶𝗼𝗻?
It is a powerful feature which allows you to inject variables, expressions directly into a standard string. It makes creating and formatting strings easier and more readable.
Used in programming languages. Also available in Power Apps and now in Power Automate Desktop.

𝗘𝘅𝗮𝗺𝗽𝗹𝗲:
🔷 Power Fx in PAD – 𝗪𝗶𝘁𝗵𝗼𝘂𝘁 String Interpolation
="Welcome, " & vFirstName & " " & vLastName & ", " & "this is a nice update in PAD Version 2.41"

🔷 Power Fx in PAD – 𝗪𝗶𝘁𝗵 String Interpolation
=$"Welcome, {vFirstName} {vLastName}, this is a nice update in PAD Version 2.41"


❗Key points to note and benefits:
🔹String interpolation strings begin with a $
🔹Use curly braces {} to evaluate and embed the variable or expression
🔹Both, normal text or interpolated strings can be used anywhere within that line of text
🔹No need of any ‘&’ operator, thus easy to read as well as write formatted strings.
🔹This is applicable only for Power Fx enabled desktop flows (in preview). The "=" sign in the beginning is the Power Fx notation.

Below screenshot shows an output in 𝗣𝗔𝗗 using Power Fx – 𝗪𝗶𝘁𝗵 String Interpolation

Check out my post for a sample on how Power Fx in PAD can be used.
https://lnkd.in/dd4cMTcH

This feature is released in the February update Version 2.41

https://lnkd.in/dcFCtD5N

Problem Statement:

Power Automate Desktop currently does not have an option to set categories to Outlook emails.

These are what categories in Outlook are. They can be default ones like Blue Category, Orange Category, or you can customize your own ones as shown below.

Power Automate Desktop Solution:

1. Launch Outlook and Configure the desired parameters for retrieving emails as per your specific criteria.

Here the email with the subject as "test email" in Inbox folder is configured.

2.  For the sake of this example only 1 email with the subject "test email" will be retrieved.

Hence, we are storing the unique EntryID of that email in a variable.

3. Here we are setting a variable with the desired Outlook categories

- Can pass single or as shown we are passing two categories at once.

- IMP: Make sure that you have the correct spelling of the category name as per the list of already configured categories in the outlook application. First screenshot of this write-up.

4.  Here we are simply passing the above two variables to a Vbscript which will do the rest ie; setting the category to the email having the specified EntryID.

VBScript Code:

Option Explicit

' Create Outlook Application object
Dim objOutlook
Set objOutlook = CreateObject("Outlook.Application")

' Get the message by its ID
Dim objNamespace, objMessage
Set objNamespace = objOutlook.GetNamespace("MAPI")
Set objMessage = objNamespace.GetItemFromID("%EntryID%")

' Check if the message is found
If Not objMessage Is Nothing Then
    ' Set the category
    objMessage.Categories = "%CategoriesToSet%"
    objMessage.Save ' Save changes
    
   ' MsgBox "Category set successfully."
Else
    'MsgBox "Message not found."
End If

' Clean up
Set objMessage = Nothing
Set objNamespace = Nothing
Set objOutlook = Nothing

5. The overall PAD flow would look as below.

*I have also attached the txt file of the entire flow which you need to copy-paste inside a blank Flow editor.

The flow is built in PAD version 2.41

6. Thats it. The email output after running the above PAD flow is as follows.

7. Attached .txt file of the flow to copy-paste into a blank PAD editor.

When you copy paste the code chances are that Power Automate Desktop adds some slash characters especially in the vbscript and you may see some errors. Single back slashes may become double back slashes. To fix, take the vbscript code snippet posted above and paste it directly into the "Run vbscript" action. 

User story: 

Create an access team whenever a new row is added to the Accounts table. Add the creator of the new row and their manager to the access team. Automate this process using power automate flow. 

What is an access team?

Access teams are a type of team that can be created in the Microsoft power platform to enable an extra level of security to your application. Access teams empower us to have a record level of security for our dataverse tables. Now, you might be wondering, when we already have some ways to achieve security in dataverse why use access teams?

Consider a scenario where an Azure Active Directory group has already been established for the purpose of restricting user access to a particular application. However, you do not want everyone in that AAD group to access all the records of that application. That is, you want some people to access only some records based on the ownership of the records. This is where the access group can help. With the help of power automate flows, you can automate to create access teams dynamically.

This is an FAQ and I wanted to share the flow so others can find it quickly and make it your own!  In this short walkthrough, we will email Microsoft Form attachments from a single question that allows more than one file upload and email them to someone.  At the end of the walkthrough, you will have the knowledge to do this yourself and most importantly, you will learn about the framework and actions you can use in other flows.  #neverstoplearning #sharingiscaring

I found this while working with a colleague and was faced with a sticky situation at work. I have this table in my database. However, I would like to send the data from the period date a day late. For example, I would like an email reporting Monday data on a Tuesday morning. So Friday reports Thursday data.

Now, here’s the problem. I would like to report Friday data, not Sunday data on Monday. 

How did we solve it? Let's find out

A simple use case explaining transforming data in SP list to Timesheet view!

𝗨𝘀𝗲 𝗖𝗮𝘀𝗲 𝟱: 𝗣𝗼𝘄𝗲𝗿 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗗𝗲𝘀𝗸𝘁𝗼𝗽 + 𝗚𝗣𝗧

𝗧𝗶𝘁𝗹𝗲: Auto-reply based on type of incoming request

🔹Use it with the "Create text with GPT" action of Power Automate Desktop

Or

🔹Call GPT OpenAI API from Power Automate Desktop

https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Integrating-ChatGPT-with-Power-Automate-...

🔷 GPT prompt suffix to be added by RPA to the original text is:
[𝘞𝘳𝘪𝘵𝘦 𝘢𝘯 𝘢𝘶𝘵𝘰-𝘳𝘦𝘱𝘭𝘺 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘢𝘣𝘰𝘷𝘦 𝘵𝘦𝘹𝘵]

🔷 Human can validate the auto-reply suggested by ChatGPT, make necessary modifications like add URLs, attach Receipts, catalogues, ticket number, etc. and reply back to the sender.

🔷 Customise the ChatGPT AI model for specific replies and keywords as per your business

🔷 Use it for an incoming email or wherever relevant during RPA automation.


❗ Screenshots of Live outputs after calling the API from Power Automate Desktop.

𝗨𝘀𝗲 𝗖𝗮𝘀𝗲 𝟰: 𝗣𝗼𝘄𝗲𝗿 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗗𝗲𝘀𝗸𝘁𝗼𝗽 + 𝗚𝗣𝗧

𝗧𝗶𝘁𝗹𝗲: Language Translation services using GPT

🔹Use it with the "Create text with GPT" action of Power Automate Desktop

Or

🔹Call GPT OpenAI API from Power Automate Desktop

https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Integrating-ChatGPT-with-Power-Automate-...

RPA and ChatGPT can work together using language translation in various ways, such as:

1️⃣ 𝗗𝗮𝘁𝗮 𝗰𝗼𝗹𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀: RPA can collect data from various sources, such as websites, emails, desktop applications, PDFs, databases, in multiple languages, and ChatGPT can process and analyze the data to provide insights and recommendations.

2️⃣ 𝗟𝗮𝗻𝗴𝘂𝗮𝗴𝗲 𝗜𝗱𝗲𝗻𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 & 𝗧𝗿𝗮𝗻𝘀𝗹𝗮𝘁𝗶𝗼𝗻: RPA can identify the language of text data and ChatGPT can translate the text into a common language for communication and collaboration.

3️⃣ 𝗧𝗿𝗮𝗻𝘀𝗹𝗮𝘁𝗶𝗼𝗻 𝗶𝗺𝗽𝗿𝗼𝘃𝗲𝗺𝗲𝗻𝘁𝘀: RPA and ChatGPT can provide feedback and suggestions for improving the quality and accuracy of the translation.

4️⃣ 𝗟𝗮𝗻𝗴𝘂𝗮𝗴𝗲 𝗹𝗼𝗰𝗮𝗹𝗶𝘇𝗮𝘁𝗶𝗼𝗻: RPA can help localize content, such as websites, marketing materials, by translating the content into multiple languages, and ChatGPT can provide recommendations for adapting the content to the local culture and context.

5️⃣ 𝗟𝗮𝗻𝗴𝘂𝗮𝗴𝗲 𝘁𝗿𝗮𝗶𝗻𝗶𝗻𝗴: ChatGPT can help train language models and RPA can automate the process of data collection and preparation to improve the efficiency and effectiveness of the training.

...and more.

Overall, RPA and ChatGPT can complement each other in various aspects of 𝗹𝗮𝗻𝗴𝘂𝗮𝗴𝗲 𝘁𝗿𝗮𝗻𝘀𝗹𝗮𝘁𝗶𝗼𝗻 and across 𝘃𝗮𝗿𝗶𝗼𝘂𝘀 𝗱𝗼𝗺𝗮𝗶𝗻𝘀.

🔷 Below screenshots are ChatGPT’s response via API call from Power Automate Desktop.

Just like the other use cases I have shared earlier, a 𝗸𝗲𝘆 𝘁𝗶𝗽 here is to suffix the below text to the original text while calling the API

[“Please translate the above to <Name_Of_Supported_Language>”]

Refer highlighted in screenshots.

🔷 Can be used to translate from any of the 109 supported languages to any other

𝗨𝘀𝗲 𝗖𝗮𝘀𝗲 𝟮: 𝗣𝗼𝘄𝗲𝗿 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗗𝗲𝘀𝗸𝘁𝗼𝗽 + 𝗚𝗣𝗧

𝗧𝗶𝘁𝗹𝗲: Extract key value pairs from unstructured data

🔹Use it with the "Create text with GPT" action of Power Automate Desktop

Or

🔹Call GPT OpenAI API from Power Automate Desktop

https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Integrating-ChatGPT-with-Power-Automate-...

𝙒𝙤𝙧𝙠𝙛𝙡𝙤𝙬 𝙤𝙛 𝙍𝙋𝘼 𝙗𝙤𝙩:

𝗘𝘅𝗮𝗺𝗽𝗹𝗲 𝟭: 𝗜𝗧 𝗦𝘂𝗽𝗽𝗼𝗿𝘁

𝟭. 𝗥𝗣𝗔 𝗯𝗼𝘁: Power Automate Desktop (PAD) reads the above sources using API or via UI interaction or OCR.

𝟮. 𝗦𝗼𝘂𝗿𝗰𝗲 𝗰𝗼𝗻𝘁𝗮𝗶𝗻𝘀 𝗯𝗲𝗹𝗼𝘄 𝘁𝗲𝘅𝘁:
𝘋𝘦𝘢𝘳 𝘚𝘶𝘱𝘱𝘰𝘳𝘵,
𝘐 𝘢𝘮 𝘩𝘢𝘷𝘪𝘯𝘨 𝘢𝘯 𝘪𝘴𝘴𝘶𝘦 𝘸𝘪𝘵𝘩 𝘮𝘺 𝘤𝘰𝘮𝘱𝘶𝘵𝘦𝘳. 𝘛𝘩𝘦 𝘴𝘤𝘳𝘦𝘦𝘯 𝘬𝘦𝘦𝘱𝘴 𝘧𝘳𝘦𝘦𝘻𝘪𝘯𝘨 𝘢𝘯𝘥 𝘐 𝘤𝘢𝘯'𝘵 𝘴𝘦𝘦𝘮 𝘵𝘰 𝘧𝘪𝘯𝘥 𝘢 𝘴𝘰𝘭𝘶𝘵𝘪𝘰𝘯. 𝘐 𝘩𝘢𝘷𝘦 𝘵𝘳𝘪𝘦𝘥 𝘳𝘦𝘴𝘵𝘢𝘳𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘤𝘰𝘮𝘱𝘶𝘵𝘦𝘳 𝘴𝘦𝘷𝘦𝘳𝘢𝘭 𝘵𝘪𝘮𝘦𝘴 𝘣𝘶𝘵 𝘵𝘩𝘦 𝘱𝘳𝘰𝘣𝘭𝘦𝘮 𝘱𝘦𝘳𝘴𝘪𝘴𝘵𝘴. 𝘔𝘺 𝘤𝘰𝘮𝘱𝘶𝘵𝘦𝘳 𝘮𝘰𝘥𝘦𝘭 𝘪𝘴 𝘋𝘦𝘭𝘭 𝘐𝘯𝘴𝘱𝘪𝘳𝘰𝘯 15 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘰𝘱𝘦𝘳𝘢𝘵𝘪𝘯𝘨 𝘴𝘺𝘴𝘵𝘦𝘮 𝘪𝘴 𝘞𝘪𝘯𝘥𝘰𝘸𝘴 10. 𝘗𝘭𝘦𝘢𝘴𝘦 𝘩𝘦𝘭𝘱 𝘮𝘦 𝘳𝘦𝘴𝘰𝘭𝘷𝘦 𝘵𝘩𝘪𝘴 𝘪𝘴𝘴𝘶𝘦 𝘢𝘴 𝘴𝘰𝘰𝘯 𝘢𝘴 𝘱𝘰𝘴𝘴𝘪𝘣𝘭𝘦.
𝘛𝘩𝘢𝘯𝘬 𝘺𝘰𝘶.
𝘝𝘪𝘫𝘢𝘺

𝟯. 𝗥𝗣𝗔 𝗯𝗼𝘁:
Sends the above text to ChatGPT suffixed as:
[Can you extract the key value pairs of the above text in Json format]

𝟰. 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝗳𝗿𝗼𝗺 𝗖𝗵𝗮𝘁𝗚𝗣𝗧:
The corresponding key value pair of the above text in JSON.

𝟱. 𝗥𝗣𝗔 𝗯𝗼𝘁:
🔹"Convert JSON to Custom Object" - This is an action in Power Automate Desktop.
🔹RPA bot creates a ticket based on the key value pairs using API or UI interaction.

𝟲. 𝗙𝗶𝗻𝗮𝗹 𝗢𝘂𝘁𝗽𝘂𝘁 𝗮𝘀 𝗸𝗲𝘆 𝘃𝗮𝗹𝘂𝗲 𝗽𝗮𝗶𝗿𝘀:

𝗘𝘅𝗮𝗺𝗽𝗹𝗲 𝟮: 𝗥𝗲𝗰𝗲𝗶𝗽𝘁 𝗽𝗿𝗼𝗰𝗲𝘀𝘀𝗶𝗻𝗴
𝗜𝗻𝗽𝘂𝘁 𝘀𝗲𝗻𝘁 𝗯𝘆 𝗥𝗣𝗔:
"ABC Supermarket
1234 Main Street
Anytown, USA 12345

Date: 01/20/2023
Time: 11:45 AM
Receipt No.: 123456789

Item Quantity Price
Product A 1 $10.00
Product B 2 $5.00 each
Product C 3 $3.00 each

Subtotal: $32.00
Tax: $2.56
Total: $34.56

Payment Method: Visa
Card Number: **** **** **** 1234
Authorization Code: 123456

Thank you for shopping at ABC Supermarket!

Visit us again soon."
[Can you extract the key value pairs of the above text in Json format]

𝗙𝗶𝗻𝗮𝗹 𝗢𝘂𝘁𝗽𝘂𝘁 𝗮𝘀 𝗸𝗲𝘆 𝘃𝗮𝗹𝘂𝗲 𝗽𝗮𝗶𝗿𝘀:

𝗘𝘅𝗮𝗺𝗽𝗹𝗲 𝟯: 𝗦𝗮𝗹𝗲𝘀/𝗢𝗿𝗱𝗲𝗿 𝗣𝗿𝗼𝗰𝗲𝘀𝘀𝗶𝗻𝗴
𝗜𝗻𝗽𝘂𝘁 𝘀𝗲𝗻𝘁 𝗯𝘆 𝗥𝗣𝗔:
𝘋𝘦𝘢𝘳 𝘚𝘢𝘭𝘦𝘴,
𝘐 𝘸𝘰𝘶𝘭𝘥 𝘭𝘪𝘬𝘦 𝘵𝘰 𝘱𝘭𝘢𝘤𝘦 𝘢𝘯 𝘰𝘳𝘥𝘦𝘳 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘰𝘭𝘭𝘰𝘸𝘪𝘯𝘨 𝘪𝘵𝘦𝘮𝘴: 10 𝘶𝘯𝘪𝘵𝘴 𝘰𝘧 𝘗𝘳𝘰𝘥𝘶𝘤𝘵 𝘈 (𝘚𝘒𝘜: 𝘈123) 5 𝘶𝘯𝘪𝘵𝘴 𝘰𝘧 𝘗𝘳𝘰𝘥𝘶𝘤𝘵 𝘉 (𝘚𝘒𝘜: 𝘉456) 20 𝘶𝘯𝘪𝘵𝘴 𝘰𝘧 𝘗𝘳𝘰𝘥𝘶𝘤𝘵 𝘊 (𝘚𝘒𝘜: 𝘊789) 𝘗𝘭𝘦𝘢𝘴𝘦 𝘭𝘦𝘵 𝘮𝘦 𝘬𝘯𝘰𝘸 𝘵𝘩𝘦 𝘵𝘰𝘵𝘢𝘭 𝘤𝘰𝘴𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘰𝘳𝘥𝘦𝘳 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘦𝘴𝘵𝘪𝘮𝘢𝘵𝘦𝘥 𝘥𝘦𝘭𝘪𝘷𝘦𝘳𝘺 𝘵𝘪𝘮𝘦.
𝘝𝘪𝘫𝘢𝘺
[Can you extract the key value pairs of the above text in Json format]

𝗙𝗶𝗻𝗮𝗹 𝗢𝘂𝘁𝗽𝘂𝘁:

𝗨𝘀𝗲 𝗖𝗮𝘀𝗲 𝟯: 𝗣𝗼𝘄𝗲𝗿 𝗔𝘂𝘁𝗼𝗺𝗮𝘁𝗲 𝗗𝗲𝘀𝗸𝘁𝗼𝗽 + 𝗚𝗣𝗧

𝗧𝗶𝘁𝗹𝗲: Find out the category / department name / routing area of service and expedite input queries.

🔹Use it with the "Create text with GPT" action of Power Automate Desktop

Or

🔹Call GPT OpenAI API from Power Automate Desktop

https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Integrating-ChatGPT-with-Power-Automate-...

𝗦𝗼𝘂𝗿𝗰𝗲: Incoming email body / Ticket description / Any field on any application that is readable by RPA

𝙒𝙤𝙧𝙠𝙛𝙡𝙤𝙬 𝙤𝙛 𝙍𝙋𝘼 𝙗𝙤𝙩:

𝗘𝘅𝗮𝗺𝗽𝗹𝗲:

𝟭. 𝗥𝗣𝗔 𝗯𝗼𝘁: Power Automate Desktop (PAD) reads the above sources using API or via UI interaction

𝟮. 𝗦𝗼𝘂𝗿𝗰𝗲 𝗰𝗼𝗻𝘁𝗮𝗶𝗻𝘀 𝗯𝗲𝗹𝗼𝘄 𝘁𝗲𝘅𝘁:
"𝘏𝘦𝘭𝘭𝘰, 𝘐 𝘩𝘢𝘷𝘦 𝘳𝘦𝘤𝘦𝘯𝘵𝘭𝘺 𝘳𝘦𝘤𝘦𝘪𝘷𝘦𝘥 𝘮𝘺 𝘮𝘰𝘯𝘵𝘩𝘭𝘺 𝘪𝘯𝘷𝘰𝘪𝘤𝘦 𝘢𝘯𝘥 𝘯𝘰𝘵𝘪𝘤𝘦𝘥 𝘵𝘩𝘢𝘵 𝘵𝘩𝘦 𝘢𝘮𝘰𝘶𝘯𝘵 𝘤𝘩𝘢𝘳𝘨𝘦𝘥 𝘪𝘴 𝘪𝘯𝘤𝘰𝘳𝘳𝘦𝘤𝘵. 𝘐 𝘩𝘢𝘷𝘦 𝘤𝘩𝘦𝘤𝘬𝘦𝘥 𝘮𝘺 𝘶𝘴𝘢𝘨𝘦 𝘢𝘯𝘥 𝘪𝘵 𝘴𝘦𝘦𝘮𝘴 𝘵𝘩𝘢𝘵 𝘐 𝘩𝘢𝘷𝘦 𝘣𝘦𝘦𝘯 𝘤𝘩𝘢𝘳𝘨𝘦𝘥 𝘧𝘰𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘵𝘩𝘢𝘵 𝘐 𝘩𝘢𝘷𝘦 𝘯𝘰𝘵 𝘶𝘴𝘦𝘥. 𝘊𝘰𝘶𝘭𝘥 𝘺𝘰𝘶 𝘱𝘭𝘦𝘢𝘴𝘦 𝘵𝘢𝘬𝘦 𝘢 𝘭𝘰𝘰𝘬 𝘢𝘵 𝘮𝘺 𝘢𝘤𝘤𝘰𝘶𝘯𝘵 𝘢𝘯𝘥 𝘳𝘦𝘴𝘰𝘭𝘷𝘦 𝘵𝘩𝘪𝘴 𝘪𝘴𝘴𝘶𝘦? 𝘐 𝘸𝘰𝘶𝘭𝘥 𝘢𝘭𝘴𝘰 𝘭𝘪𝘬𝘦 𝘵𝘰 𝘳𝘦𝘤𝘦𝘪𝘷𝘦 𝘢𝘯 𝘶𝘱𝘥𝘢𝘵𝘦𝘥 𝘪𝘯𝘷𝘰𝘪𝘤𝘦 𝘳𝘦𝘧𝘭𝘦𝘤𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘤𝘰𝘳𝘳𝘦𝘤𝘵 𝘤𝘩𝘢𝘳𝘨𝘦𝘴. 𝘛𝘩𝘢𝘯𝘬 𝘺𝘰𝘶 𝘧𝘰𝘳 𝘺𝘰𝘶𝘳 𝘢𝘴𝘴𝘪𝘴𝘵𝘢𝘯𝘤𝘦."

𝟯. 𝗥𝗣𝗔 𝗯𝗼��:
Sends the above text to ChatGPT suffixed as:
[Give the department name for the above in short]

𝟰. 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝗳𝗿𝗼𝗺 𝗖𝗵𝗮𝘁𝗚𝗣𝗧:
Billing Department (attached screenshot)

𝟱. 𝗥𝗣𝗔 𝗕𝗼𝘁:
Can create a ticket in the ticketing system for the appropriate department
𝗼𝗿 forward the email to the email Id of the respective department
𝗼𝗿 a human can validate this and take the appropriate action
𝗼𝗿 all of the above.


⭐𝗔 𝗸𝗲𝘆 𝗽𝗼𝗶𝗻𝘁:
It is vital to know how to send the text to ChatGPT.
In the suffix text for the above example, it is important to mention the keywords as "in short" else ChatGPT responds with a long text.
[Give the department name for the above 𝗶𝗻 𝘀𝗵𝗼𝗿𝘁]
Notice the same in the other screenshots attached.

🔹Attached are some examples that I sent to the API through Power Automate Desktop
🔹You can also mention "category name" in place of department.
[Give the department / 𝗰𝗮𝘁𝗲𝗴𝗼𝗿𝘆 𝗻𝗮𝗺𝗲 for the above in short]
One Example attached.

𝐔𝐬𝐞𝐂𝐚𝐬𝐞 𝟏: 𝐏𝐨𝐰𝐞𝐫 𝐀𝐮𝐭𝐨𝐦𝐚𝐭𝐞 𝐃𝐞𝐬𝐤𝐭𝐨𝐩 + 𝐆𝐏𝐓

𝗧𝗶𝘁𝗹𝗲: 𝖤𝗆𝗈𝗍𝗂𝗈𝗇 𝖺𝗇𝖽 𝖲𝖾𝗇𝗍𝗂𝗆𝖾𝗇𝗍 𝖠𝗇𝖺𝗅𝗒𝗌𝗂𝗌 𝗎𝗌𝗂𝗇𝗀 𝖦𝖯𝖳

🔹Use it with the "Create text with GPT" action of Power Automate Desktop

Or

🔹Call GPT OpenAI API from Power Automate Desktop

https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Integrating-ChatGPT-with-Power-Automate-...

𝗪𝗼𝗿𝗸𝗳𝗹𝗼𝘄 𝗼𝗳 𝗥𝗣𝗔 𝗯𝗼𝘁: Example 1

𝟭. 𝗦𝗼𝘂𝗿𝗰𝗲: Incoming email body / Ticket description / Any field on any application readable by RPA

𝟮. 𝗥𝗣𝗔 𝗯𝗼𝘁: Power Automate Desktop (PAD) reads the above sources using API or via screen scraping.

𝟯. 𝗠𝗲𝗻𝘁𝗶𝗼𝗻𝗲𝗱 𝗯𝘆 𝗮 𝗵𝘂𝗺𝗮𝗻 𝗶𝗻 𝗮𝗻𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗮𝗯𝗼𝘃𝗲 𝘀𝗼𝘂𝗿𝗰𝗲𝘀:
"𝘛𝘩𝘦 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘐 𝘳𝘦𝘤𝘦𝘪𝘷𝘦𝘥 𝘸𝘢𝘴 𝘥𝘦𝘧𝘦𝘤𝘵𝘪𝘷𝘦 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦 𝘵𝘦𝘢𝘮 𝘸𝘢𝘴 𝘶𝘯𝘳𝘦𝘴𝘱𝘰𝘯𝘴𝘪𝘷𝘦 𝘢𝘯𝘥 𝘶𝘯𝘩𝘦𝘭𝘱𝘧𝘶𝘭 𝘸𝘩𝘦𝘯 𝘐 𝘳𝘦𝘢𝘤𝘩𝘦𝘥 𝘰𝘶𝘵 𝘧𝘰𝘳 𝘢𝘴𝘴𝘪𝘴𝘵𝘢𝘯𝘤𝘦. 𝘐 𝘢𝘮 𝘦𝘹𝘵𝘳𝘦𝘮𝘦𝘭𝘺 𝘥𝘪𝘴𝘴𝘢𝘵𝘪𝘴𝘧𝘪𝘦𝘥 𝘸𝘪𝘵𝘩 𝘮𝘺 𝘦𝘹𝘱𝘦𝘳𝘪𝘦��𝘤𝘦 𝘢𝘯𝘥 𝘸𝘪𝘭𝘭 𝘯𝘰𝘵 𝘣𝘦 𝘱𝘶𝘳𝘤𝘩𝘢𝘴𝘪𝘯𝘨 𝘧𝘳𝘰𝘮 𝘵𝘩𝘪𝘴 𝘤𝘰𝘮𝘱𝘢𝘯𝘺 𝘢𝘨𝘢𝘪𝘯."

𝟰. 𝗥𝗣𝗔 𝗯𝗼𝘁:
Sends the above text to ChatGPT with a question suffixed as:
[Can you give me the emotion and sentiment analysis of the above text each in one word?]

𝟱. 𝗥𝗲𝘀𝗽𝗼𝗻𝘀𝗲 𝗳𝗿𝗼𝗺 𝗖𝗵𝗮𝘁𝗚𝗣𝗧:
Emotion: Frustration
Sentiment: Negative

𝗛𝘂𝗺𝗮𝗻 𝘁𝗮𝗸𝗲𝘀 𝗽𝗼𝘀𝘀𝗶𝗯𝗹𝗲 𝗙𝗼𝗹𝗹𝗼𝘄-𝘂𝗽 𝗮𝗰𝘁𝗶𝗼𝗻𝘀:
🔹Give a call to the sender
🔹Elevate the customer service
🔹‘Up’ the priority of the ticket (𝗥𝗣𝗔 can do this)
🔹Expedite the resolution of the sender’s issue (𝗥𝗣𝗔 can assist on this)


𝗞𝗲𝘆 𝘁𝗶𝗽:
When you pass this from RPA to ChatGPT, it is 𝘃𝗶𝘁𝗮𝗹 to mention as “𝘦𝘢𝘤𝘩 𝘪𝘯 𝘰𝘯𝘦 𝘸𝘰𝘳𝘥”, else it returns a long answer.
[Can you give me the emotion and sentiment analysis of the above text 𝗲𝗮𝗰𝗵 𝗶𝗻 𝗼𝗻𝗲 𝘄𝗼𝗿𝗱?]


Example 2:
𝗜𝗻𝗽𝘂𝘁 𝘀𝗲𝗻𝘁 𝗯𝘆 𝗥𝗣𝗔:
"𝘐 𝘢𝘮 𝘦𝘹𝘵𝘳𝘦𝘮𝘦𝘭𝘺 𝘴𝘢𝘵𝘪𝘴𝘧𝘪𝘦𝘥 𝘸𝘪𝘵𝘩 𝘵𝘩𝘦 𝘴𝘦𝘳𝘷𝘪𝘤𝘦 𝘐 𝘳𝘦𝘤𝘦𝘪𝘷𝘦𝘥. 𝘛𝘩𝘦 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦 𝘳𝘦𝘱𝘳𝘦𝘴𝘦𝘯𝘵𝘢𝘵𝘪��𝘦 𝘸𝘢𝘴 𝘷𝘦𝘳𝘺 𝘩𝘦𝘭𝘱𝘧𝘶𝘭 𝘢𝘯𝘥 𝘳𝘦𝘴𝘰𝘭𝘷𝘦𝘥 𝘮𝘺 𝘪𝘴𝘴𝘶𝘦 𝘦𝘧𝘧𝘪𝘤𝘪𝘦𝘯𝘵𝘭𝘺. 𝘐 𝘸𝘪𝘭𝘭 𝘥𝘦𝘧𝘪𝘯𝘪𝘵𝘦𝘭𝘺 𝘣𝘦 𝘳𝘦𝘵𝘶𝘳𝘯𝘪𝘯𝘨 𝘢𝘴 𝘢 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳."

𝗢𝘂𝘁𝗽𝘂𝘁 𝗳𝗿𝗼𝗺 𝗖𝗵𝗮𝘁𝗚𝗣𝗧:
Emotion: Pleased
Sentiment: Positive


Example 3:
𝗜𝗻𝗽𝘂𝘁 𝘀𝗲𝗻𝘁 𝗯𝘆 𝗥𝗣𝗔:
"𝘛𝘩𝘦 𝘱𝘳𝘰𝘥𝘶𝘤𝘵 𝘮𝘦𝘵 𝘮𝘺 𝘦𝘹𝘱𝘦𝘤𝘵𝘢𝘵𝘪𝘰𝘯𝘴 𝘢𝘯𝘥 𝘵𝘩𝘦 𝘤𝘶𝘴𝘵𝘰𝘮𝘦𝘳 𝘴𝘦𝘳𝘷𝘪𝘤𝘦 𝘵𝘦𝘢𝘮 𝘸𝘢𝘴 𝘳𝘦𝘴𝘱𝘰𝘯𝘴𝘪𝘷𝘦 𝘸𝘩𝘦𝘯 𝘐 𝘳𝘦𝘢𝘤𝘩𝘦𝘥 𝘰𝘶𝘵 𝘧𝘰𝘳 𝘢𝘴𝘴𝘪𝘴𝘵𝘢𝘯𝘤𝘦. 𝘐 𝘢𝘮 𝘺𝘦𝘵 𝘵𝘰 𝘥𝘦𝘵𝘦𝘳𝘮𝘪𝘯𝘦 𝘢𝘯𝘥 𝘯𝘰𝘵 𝘺𝘦𝘵 𝘴𝘶𝘳𝘦 𝘢𝘣𝘰𝘶𝘵 𝘮𝘺 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦"

𝗢𝘂𝘁𝗽𝘂𝘁 𝗳𝗿𝗼𝗺 𝗖𝗵𝗮𝘁𝗚𝗣𝗧:
Emotion: Indifferent
Sentiment: Neutral

Final Words:

🔹These are just examples but the real idea is to use it in any industry where you pass a text to evaluate the emotions and sentiments behind it and take the necessary course of action.

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Here I am sharing how easily we can update an array property values using another array. This approach would help to avoid long way of updating array which involves loops. Here we will see how we will do it with select action itself. Kindly go through this article to get full idea on how we will be doing this !

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Integrating Dynamic 365 CRM with Third party API via custom connector using Power Automate – Part1

This article is the first part of the integrating Dynamic 365 CRM with Third party API via custom connector using Power Automate discussion series which focuses on giving you a comprehensive description about Creating Custom Connector for Third Party API using Power Automate.

As I need a Third-Party API to access, a bit of google Fu led me to find out this free APILayer, which is really handy to request the exchange rate against a specific currency by setting the base parameter in the request.

Working principle of the solution is:

Our primary goal is to capture live Exchange Rate from third party API and update the currencies records in the Dynamic CE on a daily basis. I have divided this real time use case in to two parts:

1. Creating Custom Connector to retrieve live Exchange Rates using Power Automate
2. Creating recurring flow to retrieve live Exchange Rates for provided currencies and send it for an approval. The approved exchange Rates are updated in Dynamic 365 CRM on confirmation from Business users.

Power platform is enabled developer to create custom connector in five easy steps.

Let’s Start!!

Step #1: Update General Details

General tab, do the following:

• Upload a connector icon of your choosing (optional).
• Updated icon background color of your choice.
• In the Description field, enter a meaningful value. This description will help others decide whether the connector might be useful to them.
• Update Host to the address for the Currency Exchange Rate API. The connector uses the API host and the base URL to determine how to call the API.

Step #2: Specify Authentication Type:

There are several options available for authentication in custom connectors. The Currency Exchange Rate APIs use API Key authentication.

1. On the Security tab, under Authentication type, select API Key.

2. Under API Key, update a parameter label, name and location details.

Step#3: Create the connector definition

Custom connectors can have one or more actions. In this article on currency exchange rate connector will only have one action.

1. On the definition tab, select New action.

2. In General section, Add a summary, description and Operation ID for this action. The summary and description will be show in Power Automate to identify the action whereas Operation ID will be used in Power Apps. Operation ID must be a text string with no space.

3. In Request section display inform based on the HTTP request for the action. Select Import fromsample.

4. Specify the information necessary to connect to the API. The Verb list shows a standard set of API request types (GET, POST, DELETE, PUT, PATCH, HEAD, OPTIONS). In our case, selected the GET method and specify the request URL (https://api.apilayer.com/currency_data/live?source=source&currencies=currencies) And then select Import.

When we import the sample URL its query parameters appear in the Request section. We must setup each of the parameters.

Edit the request parameters

In our case, query parameters “source” and “currencies” are required fields. So, we need to change the setting by providing a description and set Is required? field to Yes.

Edit Source Parameter:

Edit Currencies parameter:

5. The Response area displays information based on the HTTP response for the actions. Select Add default response.

6. Just input a sample of the response JSON into the body section and click Import.

Note: The JSON response can be obtained by copying and pasting our sample URL into the web browser.

7. The Validation section display any issues that are detected in API definition. The validation status will be displayed in the upper-right corner of wizard.

Step#4: Code (Preview)

This step is optional. So, I have ignored this step and going to Step 5: Test.

Step#5: Test

Before testing our custom connector, we need to Create connector. Click on Create connector button in the top. 

Now custom connector is ready to test. Click on the New connection button.

To Authenticate the custom connector, a new Tab is opened to enter the API key. This API key is obtained from the APILayer web site. After entering the API key, click the create connection button.

Return to the Test tab and click the refresh icon button in the upper-right corner of wizard.

Choose the newly create connector in the selected connection field. Then enter a value for the source and currencies fields. Finally, select Test operation button to our custom connector.

The connector calls the API, and we can review the response, which includes the exchange rate for provided currencies (INR, AUD, EUR).

Our custom connector is ready to fly now. In Part2, I will illustrate how to integrate this custom connector with Dynamic 365 CRM using Power Automate. Stay tuned!