A huge thank you to all for supporting me by watching my videos, subscribing to my channel and blog. it couldn’t have been possible without your support and that’s why I decided to share my MVP award with you by unboxing it together.
I received the notification of my award via email on 1st Jan 2020 and I received the actual award kit itself on 20th Jan 2020. Since I wanted to unbox it together with you, I thought I will wait until I can make a video. It was hard to see the box but not be able to open it but I was happy that I am sharing it with you guys.
I shared the news on Linkedin and received 35000+ views on my post and that’s just amazing for me. Follow me on linkedin, twitter and if you’ve not subscribed to my channel, do it now. 🙂
This quick tip is part of my Thank God it’s Flow #TGIF series. There are two tips in this post:
Renaming your UI flow
Modifying and removing connections
Renaming your UI Flow: For general flows you just hit on the pencil/edit button and can rename them by clicking on the name at the top as shown below:
This doesn’t work for UI Flows. Instead you have to click on the name and the click the edit button shown in the screenshot below:
Modifying and removing connections:
All connections are available under Data on the left navigation. So if you reach maximum connection limit and are thinking how to delete/remove one. Here is the place. Just click on the ellipses (…) and select an option
Automation Testing of Dynamics 365– As a functional consultant and business user, we always perform unit testing manually. So I will demonstrate a scenario where we can automate it with the help of UI Flows. Our test scenario is; As a salesperson, I must be able to login to MS Dynamics 365 with office credentials and be able to create a customer/account.
MYOB AccountRight integration with Dynamics 365– As a functional consultant and business user I don’t know a straight forward integration between MYOB and Dynamics 365. So I will demonstrate that whenever you create an invoice in Dynamics 365, UI Flow will create a customer and then invoice in MYOB AccountRight.
I hope both my scenarios add some value to your business and daily work life. You can obviously extend it to any level.
In this episode we will try to understand all about Business Process Flows (BPFs). Let’s first look at types of Flow available in Power Automate:
Team Flow (when you share a flow)
Business Process Flow
UI Flow (RPA)
What are Business Process Flows?
Business process flows provide a guide for people to get work done. They provide a streamlined user experience that leads people through the processes their organization has defined for interactions that need to be advanced to a conclusion of some kind. This user experience can be tailored so that people with different security roles can have an experience that best suits the work they do.
In this episode, we will deep dive into Power Automate and will create our first flow. We are also going to see different types of flows available within Power Automate. We will look at the following scenario to create our flow:
Scenario: Assign Territory to a customer based on the ‘Address 1: ZIP/Postal Code’ field in CDS/D365. (Address 1: ZIP/Postal Code is a text field)
Out of the box what’s available: Territories are related to ‘postal codes’ as 1: N relationship. Both Territory and Postal Code are available OOTB in CDS/D365. But on Account form, ZIP/Postal Code is a text field so how do we perform this action without any coding efforts.
Solution before Power Automate (MS Flow): If flow wasn’t there, we would have to create a plugin which will trigger post-operation/ record creation and check the value of ‘Address 1: ZIP/Postal Code’ in the data table of Postal Code and then pick up a related territory to update that territory on account form and the efforts required to that plugin would not be less than 4 hours.
Solution after Power Automate: Thank God it’s Flow! with the help of flow you can achieve the results in 5 minutes or less.
As promised, I am coming up with a new series #TGIF. It took some time to decide upon a name. I will be releasing episodes every friday starting 8th November 2019. Today is just the teaser and my thoughts.
In this series we will be covering everything flow mainly the following:
Working with Flow
Most common queries/filters
No code only
When and how
Business use cases
All about flow and everything about flow except coding