In this blog we’ll learn how to create a custom connector for Shopify using Power Automate. Go to Apps and click on “Manage Private Apps” 2. Create on “Create private app” 3. Provide app name and email 4. Give permissions based upon your requirements No Access Read Access Read and write 5. Click on Save and then click on create new private app 6. After creating app, we get API key, password and URL Creating Custom Connector in Power Automate 7. Go to Power Automate->Click on Data->Custom Connectors 8. Click on “+ New custom connector” –> Create from blank. Give a name to your connector and click on “continue 1. General 9. You can upload an image, background color and description as you want or desire 2. Security 10. Select Authentication type as “Basic Authentication” and give label to the parameters. 3. Definition 11. In Definition, you can create Triggers and Actions based on your requirements. Click on “New Action” 12. Enter Summary, Description and Operation ID 13. Go to Request and Click on “Import from sample” 14. Enter the verb and Get request URL to retrieve the single customer detail Verb: GET, URL: https://{apikey}:{password}@{hostname}/admin/api/2020-10/customers/{customer_id}.json Example- https://9ed959ec1ed8536c82689353bf247c78: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@sans-the-label-designer.myshopify.com/admin/api/2021-10/customers/{customer_id}.json Here, {Customer_id} is the input parameter. A request would look like the one below- Add response 15. Go to Shopify API Documentation:  Customer (shopify.dev) and copy the JSON file and enter it in Add default response->body 16. Click on Create Custom Connector 4. Test 17. Add a new connection 18. Enter the API key and password 19 Create a new customer in Shopify app and enter the customer ID in GetCustomer 20. Click on “Test operation” to test your connector Hope this helps!!

The Create HTML Table action in Power Automate is a useful tool, but lacks any formatting or styling options. In this blog, we’ll see how to create a HTML table in Power Automate. Use Case: When quote is marked as won, close opportunity as won and send Email to the owner of the Opportunity with below details –  Email Subject – Opportunity Won! Email Body – Customer Name –  Below Table- Solution:Step 1-The requirement is quote should be modified and marked as Won. Trigger on When Quote Modified. Step 2- Initializing the customer with variable actions Step 3- Put a condition that the trigger works only when quote is Won (status code=4), then change opportunity to Won. Step 4- On quote status marked as Won, update the opportunity as Won. Step 5- Listing Accounts associated with Opportunity Step 6- Use Compose: Data Operation and enter the required record URL. Edit the Id by entering the opportunity Id from dynamic content. Similarly for quote URL details as well. Step 7- Using select operation to create a required table in the given format. Using href tag place the outputs of opportunity link and quote link in the key section respectively. Step 8- Create a HTML table and enter the output table of select operation. Step 9- Create 3 new steps using Compose operation to remove the unrequired part of the URL using replace expression. Step 10- Create a new step using compose operation and enter the required CSS style for the table to be sent in the mail and attach the final output in the inputs. Step 11- Send an Email and enter the final output in the Email body. Step 12- Email sent This is how we create HTML table in Power Automate. Hope this helps!!

In case it’s your first time creating a Cloud Flow using Dataverse connector and dealing with Primary Key of the Activity Type of entity, here’s a quick tip to keep in mind. Normal Entity As a creator for Flow, let’s say you have listed Records of an entity called as Accounts (out-of-the-box), you’ll notice that the name of the entity Activity Entity Now, if you try to search for the Name of the Activity entity, it won’t appear as it does for other entities, instead just search “Unique” and you’ll find an entry for Unique identifier of the activity entity – Name of my Activity entity is ‘Snapshot’, but it doesn’t show up when I search Snapshot. So instead, just search “Unique” or “Identifier” On the contrary, out-of-the-box entities have their own names named as Primary Keys Hope this is useful!

In this blog, we will learn how to store the Customer Voice survey response to the custom entity as OOB entities which holds that response data is complex and data is stored in multiple related entities. Step 1: Create a Customer Voice Project and Survey Log in to the Customer Voice Portal and Create a new Project. Select a Blank Template and click on Next. After creating a survey you need to select the Environment location in which Customer Voice Data will get stored. To select the location click on See all environment. Select the Environment location and complete the configuration of the Project. Step 2: Add the Survey Form Fields. Now, we will add the fields that need to be filled by the target audience or based on requirements. After creating your Survey form, you can click on the Preview to view in Desktop and Mobile Mode. To share the form, click on the “Send” tab. There are three options by which you can share the survey form — Scan the QR Code, Embed the Form in Website or App, and share using a short link. I will copy the short link and use it to fill the survey form. You can also create Cloud Flow to automate the survey sending process. Comment down below if you want a blog on the same. Let’s see it in action, I have submitted one response in Survey that we have created. Customer Voice Survey CSD Entity: During the configuration of the Customer Voice Project, we have selected the environment location. In that environment, there are some OOB Entities that have been created to store the Customer Voice Survey Data in CDS / Dataverse. We will Open the CRM Environment and we will Advance Find for the “Customer Voice Survey”. After clicking on the result, you will see the survey that we have created from the Customer Voice portal is also visible in Dynamics 365 CRM as shown below screenshot. Open the Customer Voice survey record. Go to Related and select the “Customer Voice survey responses”. You will see the response that we have submitted after the creation of the Survey Form. Open the Customer Voice survey responses record. To see the responses to each question submitted by the Audience, open the Related “Customer Voice survey question responses”. Open any Customer Voice survey question responses record. You have two fields Question — Lookup to Customer Voice Survey Questions Response — String value of responses submitted by the audience. Link to Documentation:Entity Reference for Dynamics 365 Customer Voice Step 3: Create a Custom Entity and Cloud Flow. I have created a Custom Survey response entity that has the same fields to store the response when any audience submits the response. Step 4: Create Cloud Flow to store the responses to Custom Entity. Create a flow and the trigger will be “When a row is added, modified or deleted” Dataverse connector. Configure the Triggering Connect as shown below screenshot: Now, we will list all the records of responses. To do so we need to use the “List rows” Dataverse connector and configure it as mentioned in the screenshot. We will declare the Variable to store all the question responses. These variables will be used to create the new Custom Survey Response. We will add a switch case that will match the Questions and store the responses to the respective Flow variable. After adding all the switch cases, we will create a record in CDS / Dataverse using the “Add a new row” Dataverse connector. Save the Cloud flow and test it. Cloud Flow in action Hope this helps!!!

Let see how we can use last and first expression in Cloud Flows. We can use last and first expression get first and last value in array, strings and also we can use first and last expression to get first and last record from list of records in cloud flows Let get started!!!!! Let say you have string named “A Datum Integration” and we want first character of the string, then use below expression. Syntax – first(<string>) I have initialized a string “A Datum Integration”. Add a compose and use first as below. As a result, will get a first character from the string i.e A Output – 2. Similarly, we can use last expression to get last character from the string. In this case character “n” should be output Syntax – last(<string>) Output – Stay tuned for Part II.

In this blog, I am going to explain how to send a notification on Microsoft Teams when a record is created or Updated or Deleted in D365 CRM using Power Automate Steps involved in Power Automate: Select trigger, in my case I used CDS connector when a record is created, updated or deleted. Select trigger condition, in my case I used Update. Select entity name, in my case I used Opportunities. Select Scope, Organization. Add new step to flow. Search Microsoft Teams and select Post a message. Select Team where you want to post a message. Select Channel from team where you want to send a notification. Enter Message in message box. Click Save and check teams. Congratulations! You have successfully created the required flow. Hope this helps!!

  Introduction : In this blog, we will see, why the Ms Flows are not getting triggered after Completion full copy of the environment. Use Case : It was requirement of our Project to Copy UAT environment To Dev but after Completion of full copy, None of the Flows in Power Automate were getting triggered. We tried the below solutions : Import and Export the flows and Change the Environment  of the flows but this also failed. Created a new Flow, but this also failed. Solution : Go to the https://admin.powerplatform.microsoft.com/ -> Select Environment -> Edit and Check the Administration Mode of the Environment. Note : The Administration mode of the Environment should be disabled. If the administration mode is enabled, all the Asynchronous Processes will not get triggered.   Conclusion: By doing this we were able to trigger the flows. Hope this will help you while Copying one Environment to the Other.

Since Power Automate is so powerful that you can creatively use it to improve your productivity at work. Here’s an example of how you can utilize a scenario where you need a quick checklist to make sure you respond all important emails for the day. Power Automate You’ll need to create an Automated Power Automate and select the trigger as Office 365 Outlook. Select ‘When a new email arrived (V3)’ from the same and make sure you only select the High Importance marked emails Next step, create a To-Do Item. Select the List you have created. In my case, I created a separate list called ‘Respond Important Emails’ And the step to configure the To-Do List item should be like this – In the above picture, I’ve made sure I select the correct List I want to create a To-Do in.And to give myself some time, I’ve added a reminder time of 2 hours from the time this Flow/Power Automate will run i.e. when the email will come in – How it works Now, when an Important email will arrive in my Inbox as below – Power Automate will create a To-Do in my created List And it will look like this – Also, the reminder is set to remind me 2 hours post the time the To-Do item was created. Just in case I’m into something else, I’d set myself a reminder. Hope this helps! And you can use your creativity to improve your productivity!

Introduction Power Automate has finally got one of the most awaited features. Let me explain it to you. So, if you are willing to deploy similar type of actions inside flow, you had no option but to write each action separately from the beginning. phew! That sounds like lot of work! But now, thanks to Power Automate, flexible solutions have emerged to save time and create better user experiences, which means now you are not required to write each action distinctly every time right from the start, instead just copy and paste actions in Power Automate! Voila! There you go! Copy Click on ellipsis (…) on action which you want to copy or duplicate. Click on “Copy to my clipboard” Paste Click on “Add an action” Go to “My Clipboard” Under My Clipboard you can see all the actions which you have copied. Select the action which you want to paste.

Introduction This blog explains how we can trigger Power Automate based on the required condition. Suppose you have a requirement where you want your flow should get trigger based on some condition then you can check condition on “Trigger” itself rather than adding a new action to check condition. Use Case: Trigger flow when Lead is created and Lead Source Type is “Trade Show” Trigger flow when Lead is created and Flag is “Yes”. Trigger Flow when Lead is created, Lead Source Type is “Trade Show” AND Flag is “Yes”. Trigger Flow when Lead is created, Lead Source Type is “Trade Show” OR Flag is “Yes”.   Steps to be followed: Trigger flow when Lead is created and Lead Source Type is “Trade Show” Click on Ellipsis (…) –> Click on Settings Go to Trigger Conditions and Click on “+Add” Add condition. @equals(triggerBody()?[‘leadsourcecode’],7) NOTE: “Lead Source” is an option set field add value of that option to check. After adding condition click on Done. Test your flow.   Trigger flow when Lead is created and Flag is “Yes”. Repeat step number 1 to 3. NOTE: Flag is the “Two Option” field for two option set fields use true or false in condition. @equals(triggerBody()?[‘cf_flag’],true)       Trigger Flow when Lead is created, Lead Source Type is “Trade Show” AND Flag is “Yes”. Repeat step number 1 to 3. AND Condition @and(equals(triggerBody()?[‘cf_flag’],true), equals(triggerBody()?[‘leadsourcecode’],7))   Trigger Flow when Lead is created, Lead Source Type is “Trade Show” OR Flag is “Yes”. Repeat step number 1 to 3. OR Condition @or(equals(triggerBody()?[‘cf_flag’],true), equals(triggerBody()?[‘leadsourcecode’],7))