Recently in the forums, there were a few questions on how to send emails to all of my customers. While there might be different options, and the right solution to this might greatly depend on the frequency that you need to be sending this as well as the number of contacts, I thought I would demonstrate a few different approaches to implement this using Microsoft Power Automate.
I have been working in the Government space for a few years now, and most implementations of the Dynamics and Azure tenants and environments are hosted in the Government Cloud. This means that there are a lot of restrictions that we have to deal with, not only from Microsoft but also from the internal IT policies.
Last Friday, while working with one of our clients on an integration issue between Dynamics and the Microsoft Exchange global address book, he asked me if there was a way for them to have automated creation of events (calendar items) in their Microsoft Outlook calendar where the source of the data was an Excel spreadsheet in OneDrive. This is a short post, but might help someone out who needs to implement this.
When working with model driven apps, we have the ability to navigate through the flow of the record using the Business Process Flow. The BPF is a great way to navigate through the different stages of the record, but what if that is just not enough. What if in order to complete the record I have to go through 10 or maybe more stages.
Over the past year, I played here and there with AI Builder, and particularly form processing, but have found that it was somewhat cumbersome for some of the forms that I wanted to build, especially when working a lot in the government space. Yesterday, May 4th, Microsoft announced some new changes to the AI Builder Form processing that allows recognition of undetected fields. I decided to test this out, and in order to implement this, used the IRS W-9 form, which is not such as easy form to implement.
