Use Power Automate to maintain Top Parent Account in account hierarchies
Category: No-Code
A Pro Code Escape in Power Automate
Microsoft Power Automate is a fantastic platform when it comes to low-code automation, with connectors to literally hundreds of data sources.
But what if you need to do something too complex for the existing flow actions?
Take the Pro Code Escape with the Common Data Service.
Continue reading “A Pro Code Escape in Power Automate” Querying date intervals in the Common Data Service
Querying date intervals in Microsoft Common Data Service, Power Apps and Dynamics 365 is not always possible using Advanced Find nor is it as easy as working with plain SQL.
TL;DR – with FetchXML this is quite possible!
Continue reading “Querying date intervals in the Common Data Service”Conditional Unique Auto Number Sequences in Microsoft Dynamics 365 / CRM
A common request for Auto Numbers in Microsoft Dynamics 365 (CDS/CRM) is to have one number field with different formats and unique sequences based on data on the record or it’s parents.
I call this “Conditional Unique Auto Number Sequences”.
Continue reading “Conditional Unique Auto Number Sequences in Microsoft Dynamics 365 / CRM” Avoid nested conditionals in Microsoft Flow by using Guard Conditions
After working as a developer for a quarter century I have seen my fair share of nested conditionals and probably caused way beyond my fair share.
Nested conditionals make the code harder to read and simply less aesthetic.
Continue reading “Avoid nested conditionals in Microsoft Flow by using Guard Conditions” Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM
As the creator of the Auto Number Manager tool in XrmToolBox, I get two questions more than any other questions:
How can I number existing records?
How can I add dynamic content to the numbers?
In a previous article I gave my solution to the first question. I will now dive into the second one and show a simple way of adding dynamic information from the numbered entity and related entities into the numbered attribute.
Continue reading “Dynamic content in Auto Numbers for Microsoft Dynamics 365 / CRM”Auto Numbering existing records in Microsoft Dynamics 365 / CRM
As the creator of the Auto Number Manager tool in XrmToolBox, I get two questions more than any other questions:
How can I number existing records?
How can I add dynamic content to the numbers?
To answer these questions once and for all, I will post my suggestions in two articles. I will step way outside my comfort zone of coding the solutions and give you strictly no-code alternatives.
Well, I do feel reasonably comfortable, since I wrote the code in the tools we need… ?