How To: Automatically Create Document Location for Records in Dataverse

Posted by Bernie Thibeault on 02.02.21

Use this simple Flow as a template to create the document location for a record in Dynamics 365 or your custom Dataverse application.

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Topics: SharePoint, Document Management System, Flow, Power Apps, Power Automate, Power Platform, Dataverse

SharePoint 2010 Workflows are being retired. Here's what to do.

Posted by Brooke Appe on 07.31.20

As you may have read, SharePoint 2010 Workflows are being retired. With their focus on newer tools and technology like Power Automate, Microsoft is encouraging their users to follow suit and adopt these tools quickly. Their statement read:

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Topics: SharePoint, Workflow, Flow, Power Automate, Modernization, SharePoint Workflows

Spring '19 Business Application Release Notes are Here!

Posted by Bernie Thibeault on 01.22.19

You can find the release notes at this link: https://docs.microsoft.com/en-us/business-applications-release-notes/april19/

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Topics: Power BI, Dynamics 365, Flow, PowerApps, Cortana

How to Create a Flow - Auto Texting

Posted by Bernie Thibeault on 10.03.18

 

Your boss may be a busy person. They may be out of pocket some days but still want to stay up to date on the sales process. This flow is an example of how to send text messages with Flow using Twilio. (Before you use Twilio in your Flow, you should create an account on their website and sign up for a trial).

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Topics: Office 365, Microsoft, Flow

How to Link to a Planner Task Using Microsoft Flow

Posted by Beau Cameron on 09.07.18

Microsoft Flow and Microsoft Planner are both relatively new technologies in the world of Office 365. If you've spent some time with the Microsoft Planner connector, you may have noticed there are some pieces of functionality that are missing. After looking in the support forums, I found that a lot of people have been looking to use Flow to direct link to a Planner task (similar to when you get the over due notifications out of the box). There is a lot of confusion about having to use the Group ID to link to a task, but in fact there is another way. The method proposed below is similar to what is used in the SharePoint Starter Kit personal tasks web part. With this in mind, here is a method I use to direct link to a planner task in flow.

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Topics: SharePoint Online, Office 365 Planner, Flow, Microsoft Planner

How to Create A Flow - Auto Post New Business to News Feed

Posted by Bernie Thibeault on 08.09.18

If you have a problem with your company intranet having stale content, this flow may be for you.

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Topics: Office 365, Flow

How to Create a Flow - Auto Updates to News Feed

Posted by Bernie Thibeault on 08.01.18

If you want to keep your company intranet from going stale, you can make the creation of content easy with Microsoft Flow.

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Topics: SharePoint, Office 365, Microsoft, Flow

Improving Operational Productivity with Dynamics 365

Posted by Bernie Thibeault on 06.18.18

Dynamics customers improve their operational efficiency by up to 38%+

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Topics: Office 365, Workflow, Power BI, Dynamics, Dynamics 365, Flow

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