Author Archives: Lyrio

Recurring Tasks in Dynamics 365 using Power Automate #lesscode

In Dynamics 365, Appointment Activity has recurrence feature. But what if business has a requirement to have the same functionality when using a Task Activity, like specifying a recurring pattern & dates? Today I will share with you a simple approach on how you can create a custom recurrence feature in Task Activity using the power of Power Automate. I

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How to Get Dynamics 365 Annotation Attachment using Power Automate?

Did you know that you can generate a Dynamics 365 Document Template through a workflow? By using the OOB SetWordTemplate action, you can automate the template generation in a real-time or background workflow. The SetWordTemplate action automatically uploads it in the Notes entity. Now, what if you need to get that actual Document from the Notes and attach it in

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Features of Queues (When to use and recommend Queues vs Activities?)

Activities is a list of all activity types such as Email, Phone Call, Task, Appointment, Fax, Letter, etc. Queues is a place where you list both activities and cases in the same view. Depending on business needs, you can recommend either one to manage all action items recorded in CRM. Some business users, they prefer looking into separate views, however,

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