Power Platform

Using Power Automate to Automatically Move Note Attachment in Dynamics 365 to SharePoint

This post show how you can extract documents from Dynamics 365 to SharePoint. Reasons behind the flow: Issue with storage space in Dataverse. Storage in Dataverse costs money Remove third party applications like Attachment Extractor from MSCRM.ADDONS Prerequisites A SharePoint site is created and accessible to the organization is required If you use standard SharePoint …

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Study preparations for Power Platform Fundamentals (PL-900)

Took the Microsoft PL-900 Power Platform Fundamentals exam some time ago and took some notes during the study and thought I share how I studied for the exam. The way I like to learn is to see video lections, examples and hands on practice. So what I did first was to read through the Microsoft …

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Replace special characters in a string with Power Automate

Faced an error regarding special characters while creating a new document location in Dynamics 365 CE with Power Automate Flow. To get some context; the reason behind the flow is to extract attachments related to notes and email from Dataverse and store them in SharePoint to save space in Dataverse. The error occurred when I …

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How to display total count of related entities in Dynamics without Calculated Fields

Have you used calculated fields to show how many open opportunities that are related to an account or related closed quotes? Perhaps experienced the field is not up to date with current related entities? Or maybe just find the calculated field does not look satisfying? Counting related entities can easily be solved by using Javascript …

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