Tuesday, November 15, 2022

How to Run Power Automate Flow from Canvas App PowerApps

 

Introduction

In this topic, We'll Embed Power Automate in Canvas App and will run it through Canvas App button.

In this post we'll create a Canvas App with button and add Power Automate Flow. 


Click on New App as Canvas



Create New App with name 



Click on Add data and Select Button





Click on Power Automate and then Create New Flow




Then Select a Flow as Send Approval And follow up via email





Name, Approvals and office 365 outlook automatically configure






Field Values
Automatically Configure and click on create flow





We can see Flow is added 





Select button and add formula and set email for approval and follow up email
FlowName.RUN() In this Main Formula .RUN will execute Flow





Email will receive with Approve, Reject and Comment section




Follow up Email with Comment will look like this



We Can See Power Automate Flow is trigger within Canvas App, Approval and Follow up Email also received

Saturday, November 12, 2022

When a new File in added in SharePoint Document Notify on MS Teams and posted on Yammer Group

Introduction

In this topic, we'll get notification on MS Teams group and also in Yammer group by using Microsoft Power Automate Flow when a new item is added in SharePoint Document Library. 

Open Power Automate Flow


Click on New Flow and select Automated Cloud Flow


Click on Skip and then Select the Trigger of the Flow as 

When a SharePoint file is created


Set Site Address the Select Document Library Name in which file will add

Click on New Step and Select Yammer Post Message Action


Select Group ID, Message Text and Network ID

After setting 

Click on New Step and Select Teams 

Post Message in a Chat or Channel



Set Post as, Post In, Team, Channel and Message

Save and Run the Flow by adding file in select Document Library which we set on first step.

Yammer Group Message will be look like this.




Teams Channel Message will be look like this.



We can see file name is in Yammer Group and as well as on Teams Channel.

 

Wednesday, October 5, 2022

How to create Microsoft Dataverse table record through Microsoft Form after approval by using Microsoft Flow

Introduction

In this topic, we'll add a new record in Dataverse table with Microsoft Form response through Microsoft Flow. We'll explain simple steps and give some useful insights.

In this case, we'll create Microsoft Form and then Microsoft Flow through which we'll add responses of Microsoft Form in Dataverse table after Approval.

Open Microsoft Form


Create New Form as 



Open Power Automate


Create Automate Cloud Flow



Select trigger when Microsoft form response submitted and add name of flow




Select Form ID (Newly created form in previous step)


Add Approval component and add related details


Add condition in flow where outcome is approve then create record in Dataverse Table. 


Save the Flow

Open Newly Create form and fill it. 



After Submit the form Approver will receive email with form details



When approver approve this then flow ran successfully.



Now Open Dataverse Table in which record is created we selected in Microsoft Flow



We can see Dataverse Table record is also created at the same time after approval. 


In this post, We created Microsoft Dataverse table record through Microsoft Form after approval by using Microsoft Flow. 

Wednesday, September 28, 2022

How to use PCF Control in Entity Form Dynamics 365 CRM

 

Introduction

In this topic, we'll Integrate the PCF Control in Model Driven App form. We'll explain simple steps and give some useful insights.

In this case, we'll change the view of two option set in our Model Driven App Entity form by adding PCF control from classical to modern view.

Before PCF Control


Download PCF Control Solution from here





Open Advance Setting in Model Driven App

Click on Solutions 



Import the Solution which we download in above step






Open entity Form in edit mode where we've two option set



 
Select field and click on Change properties




Click on Control





Select Add Control 



Select TwoOptionBooleanButton and click on Add Button



Select Web, Phone and Tablet



Click on Save , Publish and Save & Close




Open Form and you can see Two Option Set View is changed Now.


In this Post, We added PCF control on form and change the view on Two Option Set.

Wednesday, December 15, 2021

Embed Canvas App On a Model Driven App Form Dynamics 365

Introduction

In this topic, we'll Integrate the Canvas App on Model Driven App form. We'll explain simple steps and give some useful insights.

In this case, we'll embed the canvas app in opportunity form. In Opportunity, we have the Account field. We'll create a canvas app that populates the Account data in Opportunity form just for a quick view. 

To add the canvas app firstly create a field in the entity. 





Open entity form and add the newly created field to the section.






Next select field and go to field properties by double click and move to Controls Tab.




Click on Add Controls





Now select the Canvas app and Add it.



   

Entity Name filled automatically. 

Now click on Customize Button. 


Click Customize to Auto-create Canvas App.
 


We Change Canvas App as per our requirement. Now remove the form and add new form and select the Data Source Accounts table. 


Add required Fields by clicking add fields. 



Select the form and change the item formula to show Account details related to the opportunity. 
add this formula

                LookUp(Opportunities,
                    opportunityid = ModelDrivenFormIntegration.Item.Opportunity
                ).Account



Save and publish the Canvas App. 

After that App Name and App ID will automatically filled. 



Now save and publish the Opportunity form. 

open any opportunity record in model driven app and check the embedded Canvas App.

Which Shows the Quick View of Account Details related to that opportunity.





In this post, we create a field add it in form, then create a canvas app embedded in the opportunity entity form that shows account details related to opened opportunity.