Microsoft Power Automate some cool features for Dynamics 365 CRM users

Microsoft has released its 2022 Release Wave 1 plans for Power Platform and Dynamics 365 which will roll out features from April 2022 to September 2022. There are some exciting Power Platform features that we can look forward to in this release plan. To check what’s new and planned for each and every Power Platform apps viz Power BI, Power Apps, Power Apps Portals, Power Automate, Power Virtual Agents, Dataverse, etc., check out the official documentation of each individual app. To get tips and tricks and how these features can be implemented in your platform, do subscribe to our Inogic Blogs where we keep sharing on what’s coming up new. While we wait for these features to roll out, let us look at some of the amazing Power Automate tricks we have explored till now.

Power Automate, previously known as Microsoft Flow, helps in streamlining repetitive tasks using workflows. Its easy to use low-code, drag and drop tools helps in automating the everyday mundane tasks thereby increasing the overall efficiency. In this blog, we have compiled some tips and tricks from Inogic Blogs to help you get the most of Power Automate.

1. Win/Lose Dynamics 365 CRM/CE Opportunity using Power Automate

By connecting various systems with Power Automate Flow, a number of operations can be performed. Here, we will be talking about Dynamics 365 CRM and executing its actions using Power Automate. We will try to execute the not so easy ‘Win/Lose Opportunity’ actions using the ‘Perform an unbound/bound’ option. In this blog, a detailed guide on how to ‘WinOpportunity’ using the ‘Perform an unbound action’ is given.

2. Avoid buffer size error for list rows using Power Automate

Microsoft docs state that the maximum message size in Power Automate is only 100MB. While trying to read data from a table using the List Rows action of the Dataverse connector, if we do not mention any filter criteria, the action will read all the rows and data from all the columns in each row, giving the error- “Cannot write more bytes to the buffer than the configured maximum buffer size: 104857600”. In this blog, we have given different methods to overcome this limitation.

3. Automation Recommendation in Power Automate Process Advisor

Process advisor instantly collects precise stages for each and every process in your company so that you can efficiently identify where the workflows could be optimized. It determines the tasks taking the most time, find outs which activities are most popular, and understands where the bottlenecks are. And now, Power Automate has come up with another feature in Process Advisors called ‘Automation Recommendation’. This feature assists you in identifying the automation opportunities. In this blog, we have given a guide on how it works and can be used.

4. Power Automate pane in Canvas App

21^st century is all about getting what you need, instantly. And mobiles had a very big role to play here. Dynamics 365 CRM also enables developers to build mobile apps and one of the techniques is Canvas Apps. A no code/low code with drag and drop elements, Canvas app allows you to create business apps. So, when combined with Power Automate, an automating technology, the functionalities of Canvas Apps increase. This feature was recently introduced and in this blog, we will guide you how to enable and make the most of this feature.

Apart from these, we also have guides on Canvas Apps, Custom APIs, PCFs, and more. Keep checking our space to learn new tips and tricks on Dynamics 365 CRM/CE, Power Apps, Power Apps Portals, Power BI, Dataverse, Azure and all things related to Power Platform. Inogic is the force to behold when it comes to Dynamics 365 CRM / Dataverse add-ons. Our products are preferred apps on Microsoft AppSource and helps users in increasing their productivity and efficiency. Get you FREE trial here.