{Power Integration V3} Security sync between Dynamics 365 and SharePoint using Power Automate

Hope it helps and Power 365ing as usual!

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Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

Me and my team are here to help, get in touch here: Click here

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{Power Integration V2} Running Text based AI model actions on Notes from Dataverse

Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

Me and my team are here to help, get in touch here: Click here

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{Power Resolution} Solution import failure fix for Sales insights dependencies

Problem statement: In a recent project, we were evaluating Sales insights for the customer in Development environment. When we tried to move solution to QA for Sales development that was going on we faced an error in import:

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Resolution steps:

Uninstall Sales insights from Dev environment by deleting the solutions in following order:

· SalesInsightsAddOn

· SalesInsightsMDLConfig

· msdyn_Conversationlntelligence

· msdyn_SalesRouting

· msdyn_segment

· msdyn_acceleratedsalessitemap

· msdyn_acceleratedsales

· msdyn_sequence

· msdynce_RelationshipAssistantAddOn

· msdyn_connectiongraph

· PredictiveLeadScoring

· PredictiveOpportunityScoring

· PredictiveForecast

· msdyn_PredictiveScoringCommon

· RelationshipAnalytics

At certain solutions you will get dependency issues, here is the resolution

For Sales Acceleration solution, we got below error:

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Solution: Remove sequence control from Opportunity(form)

For Relationship analytics solution, we got below error:

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Solution: Remove Action Cards control from Opportunity(form)

After following these steps, Sales insights components were able to be removed from the Development environment.

Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

Me and my team are here to help, get in touch here: Click here

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{Power Integration} Create Teams meeting based on D365 CE Appointment

Business Requirement: Whenever Appointment is created in D365 CE, send Teams meeting invite to everyone and also update Team meeting URL back to the appointment.

Note: Server side sync is not enabled at the client tenant for Appointments.

Solution:

Step 1: Create an Automated cloud flow and set trigger as follows:

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Step 2: Set the trigger condition as follows:

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Step 3: Next step is very important; we need to route through all activity pointers to get email addressed of the attendees.

Filter to be used is _activityid_value eq

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Step 4: Now we need to initialise variable to Append all List of Attendees:

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Step 5: Loop through all returned Activity pointers and keep appending email address of the attendees into the string variable:

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Step 6: Create Teams meeting as below. Note the formulas will need to be used to map start and end time.

formatDateTime(triggerOutputs()?[‘body/scheduledstart’],’yyyy-MM-dd HH:mm:ss’)

formatDateTime(triggerOutputs()?[‘body/scheduledend’],’yyyy-MM-dd HH:mm:ss’)

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Step 7: update the appointment back with the Team meeting url by Updating the description:

concat(triggerOutputs()?[‘body/description’],’Click here for Team meeting url: ‘,outputs(‘Create_a_Teams_meeting’)?[‘body/onlineMeeting/joinUrl’])

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Final Flow should look like this:

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Result:

Now let us go and create appointment in D365:

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Let us see the Teams calendar now:

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Let us see Appointment description below in D365:

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Hope it helps and Power 365ing as usual!

Other ways to learn with me:

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Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

Me and my team are here to help, get in touch here: Click here

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{Power Milestone}Half a million views and a Thank you note!

Thank you note for all the readers of CRM community and Microsoft, I crossed half a million views on my blog and was read in 191 countries in its journey so far.

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Hope it helps and Power 365ing as usual!

Other ways to learn with me:

clip_image001[4]

Any problem in Power Platform or Dynamics 365 – end user, Microsoft partner or an individual?

Problem Area – Technical, Functional, Training, Development or consulting?

Me and my team are here to help, get in touch here: Click here

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