Tag: Microsoftflow

The Top 10 Power Automate Community Blogs of 2019

Hi Readers

This list might help you to refer to these blogs when you need it. If you haven’t read it yet, click on the link and read it. I have also provided the URL of Author’s website (just in case you want to check out their awesome work). Please note that my list doesn’t include blogs from MSFT Employees. And is based on no. of maximum views on a blog post per month for e.g. if in January there were 5 blogs (Blog Post 1, Blog Post 2, Blog Post 3, Blog Post 4, Blog Post 5, ) with no. of views 5000, 4000, 3000, 2000, 1000 respectively; I have picked Blog Post 1 as top of that month.

Following are the top 10 by month:

MonthBlog Title No. of ViewsAuthorAuthor’s WebsiteTwitter
January’19Top 5 Microsoft Flow features from the April 2019 release notes 2976Daniel Laskewitz https://www.o365dude.com/ https://twitter.com/laskewitz
February’19Send a summary email of Microsoft Team Channel conversations/posts to all members on a schedule 6473Reza Dorani https://rezadorrani.com/ https://twitter.com/rezadorrani
March’19Create Planner Task and Include Attachments From Outlook Email 17908Alan https://www.alanps1.io/ https://twitter.com/AlanO365
April’19Create Planner Tasks from New SharePoint List Item 5801Laura GB https://hatfullofdata.blog/ https://twitter.com/Laura_GB
May’19How to add a text watermark to a PDF document using Microsoft Flow or Azure Logic Apps 1904Anton Khritonenkov https://medium.com/plumsail https://twitter.com/antonkhrit
June’19Automation Squared using MS Flow and UiPath 5576Yash Agarwal https://www.bythedevs.com/ https://twitter.com/yashagarwal1651
July’19The Four M’s of Microsoft Flow 2031Melissa Hubbard https://melihubb.com/ https://twitter.com/melihubb
August’19Microsoft Flow to Provide Item Level Permission on SharePoint List 2029Siddharth Vaghasia https://siddharthvaghasia.com/ https://twitter.com/siddh_me
September’19Extract data from documents with Microsoft Flow 2439Jay Goodison https://blog.encodian.com/ https://twitter.com/encodian
October’19Microsoft Flow as a Service2199 Yash Agarwal https://www.bythedevs.com/ https://twitter.com/yashagarwal1651
November’19Every Power Automate (MS Flow) Filter Query You Ever Wanted To Know As A Functional Consultant 1871Prashant Shukla https://diyd365.com/ https://twitter.com/DIYD365
December’19Power Automate & To-Do – The Beginning of a Beautiful Relationship2232Sharon Sumner https://power-full.blog/ https://twitter.com/Sharon__Sumner

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How to fix the subgrid in Dynamics 365 UI?

Hello Readers

This blog is part of my quick tip series and will be short.

if you’re struggling with the responsive subgrid in Dynamics 365 and want to permanently fix it, regardless of the screen resolution/zoom or device; here’s the solution:

Look at the problem first-

Sub-grid 1-You see a sub-grid like this:

1

Sub-grid 2-And it changes to this when you zoom out or change the resolution:

2.png

So how can you make sub-grid 2 appear all the time?

Step 1:Go to advanced settings

3.png

Step 2:Customisations or solutions depending on the need

Step 3:Entity>>Form

Step 4:Double click the sub-grid on the form

Step 5:Click controls

Step 6: Select ” as a control

Step 7: Select ‘Grid only’ under “Reflow behaviour”

4

Step 8: Save and then publish

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#TGIF Quick Tip on UI Flows (Power Automate, renaming a UI flow)

Hello Readers

This quick tip is part of my Thank God it’s Flow #TGIF series. There are two tips in this post:

  1. Renaming your UI flow
  2. 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:

Screen Shot 2019-12-08 at 1.41.09 pm.png

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:

Screen Shot 2019-12-08 at 1.35.17 pm.png

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

Screen Shot 2019-12-08 at 1.36.42 pm.png

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#TGIF Episode 6: UI Flows (RPA) in Power Automate (Both desktop & web app)

Hello Readers and Viewers

In this episode we will learn about the business use cases of robotic process automation or UI Flows. If you want to learn about setting up UI flows, please read this post https://diyd365.com/2019/12/11/everything-you-need-to-run-a-ui-flow-power-automate

We will look at both desktop and web app.

I have taken two business scenarios:

  1. 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.
  2. 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.

Video here:

I hope both my scenarios add some value to your business and daily work life. You can obviously extend it to any level.

Fundraising for Rural Aid Australia- TGIF Shirts, here.

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Everything you need, to run a UI Flow (Power Automate)

Hello Readers

In this post I will take you through the setup required to run a UI Flow (Robotic Process Automation) RPA. Now you might not need it if you running your flow manually and it is not triggered by a button, event etc.

Step 1: Log on to flow.microsoft.com

Screen Shot 2019-12-08 at 12.11.41 pm.png

Step 2: Go to My Flows>>UI Flows (tab)

Screen Shot 2019-12-08 at 12.12.20 pm.png

Step 3: Get a CDS subscription

If you don’t have a CDS subscription yet, you need to get it to be able to create UI flows.

Step 4: Once you’ve got the CDS subscription, you will be able to create a UI flow by clicking on ‘+New’ at the top or ‘Create a UI Flow’ at the bottom of your screen.

Screen Shot 2019-12-08 at 12.16.33 pm.png

Step 5: Select an app to create your UI Flow. There are two types of app present, you can select based on what you want to automate.

Desktop App: Example- if I want to automate customer creation in MYOB AccountRight (Accounting Application)

Web App: Example- if I want to automate account creation in Dynamics 365 Customer Engagement

Select your UI app and click ‘Next’

Screen Shot 2019-12-08 at 12.23.41 pm

Step 6: Download the UI Flows Installer and run it

6a. UI flow installer here https://go.microsoft.com/fwlink/?linkid=2102613

6b. Activate UI flow browser extension

6c. Install Selenium IDE https://go.microsoft.com/fwlink/?linkid=2107665

That’s all you need to get started.

Note: The above steps are complete if you are running UI flow manually every time

Run a UI flow from a button, business process flow or an event

To do this, you will have to follow additional set up steps:

Note: This would differ based on which app you’ve selected desktop or web but you would not need any other steps than the one mentioned below. For web app, you will be asked to select a browser from Edge chromium or google chrome.

Step 7: Create another Flow from which you want to trigger UI flow (or include Ui flow as a step in there)

Step 8: Connection

When you add the UI flow step, you will be asked about connection with following attributes:

Connection name: Name it anything logical

Username: “domain/name” this is the username of your machine/laptop. Just in case you’re using a personal laptop and don’t know about your domain name or username, you can check it by going windows start button and type cmd. Next type %username%

Screen Shot 2019-12-08 at 12.52.55 pm.png

Password: This is your machine’s/laptops password

Gateway: Click on new gateway if you’ve not created one yet and move to Step 9.

Screen Shot 2019-12-08 at 12.59.48 pm.png

Step 9: Install On-premise data gateway https://docs.microsoft.com/en-gb/data-integration/gateway/service-gateway-update

Email, username and password while setting this up would be the same which you used to login to flow.microsoft.com (in most cases). This will establish your connection with azure

Make sure that assign permissions  to ‘NT Service\PBIEgwService’  for this folder/path C:\Windows\ServiceProfiles\PBIEgwService\Documents\Power BI Desktop\Custom Connectors

Screen Shot 2019-12-08 at 12.45.04 pm

As of today, that’s all you need to run a UI flow. This feature is still in preview so please expect enhancements and changes.

If you want to see how to make a UI Flow, please stay tuned as I will release a video soon.

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#TGIF Episode 1: Getting Started With Microsoft Flow

Hi Readers and Viewers

In this episode of TGIF, we are going to see that how you and me can start our Flow journey. This is a short episodes and will cover the following:

  1. Licensing
  2. Sign up
  3. Start page
    • Enter a process name
    • Check templates
  4. Check out the mobile app
  5. Have you got the reason to use Flows yet?

I have covered licensing very briefly but there’s a lot of history and details about MS Flow licensing here by Jussi: https://jussiroine.com/2019/01/the-comprehensive-licensing-guide-to-microsoft-flow-and-powerapps/

or you can visit https://flow.microsoft.com/en-us/pricing/?currency=AUD for more details

Here’s the video:

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