Did you know that according to Forbes, 80% of all business data contains a location component? 80%! This makes location among the most sought after information about a customer in today’s time. Using location as a central focus can help your business to extract insights and allow you to make data-driven decisions. Here’s the good…
There are times when you need to navigate from one Portal Entity List to another and filter the second one by a parameter from the first. When considering the Dataverse (formerly called the Common Data Service) and Microsoft Dynamics 365 CRM solutions (otherwise known as CE) and Power Apps Portals, it would be a common request…
Overview This blog will provide a brief introduction to Power Automate (formerly called Microsoft Flow) and Cognito Forms and will demonstrate an integration between Microsoft Dynamics 365 CRM solutions (otherwise known as CE) and Cognito Forms using Power Automate. Power Automate is a powerful cloud-based service that allows us to build automated workflows, connecting two or…
There are times when you need to create a many-to-many relationship (N:N) in Power Automate (formerly Microsoft Flow) for Dynamics 365 for Sales (D365) records. Some documentation exists, but what should you do when you have multiple environments? Do you need to update the Relate Records Action URL each time you move the flow from…
App making is really just following the basic steps outlined below; from identifying the business problem to solving that issue. Often it’s easy to fall into the trap of making an app for the sake of making an app rather than solving a business-critical issue. Plan The planning phase is arguably the most important part…