If you plan on using Universal Resource Scheduling (URS) for custom entities or for scheduling services with Customer Service you should be aware of this. Different versions of URS I noticed the other day that you get different versions of URS depending on what first party app you install it with. If you install Field... Continue Reading →
CDS vs CDS: What Connector should I use in Power Automate?
I see lots of questions regarding the best way to connect to a dynamics environment with Power Automate and people who struggle to find functionality that should be offered but not sure where to look. It's not clear as crystal that there are two available CDS Connectors in Power Automate and what differs the two.... Continue Reading →
Deploy Your CDS Flows Without Updating the Connection
Have you tried to deploy Solutions containing Flows? Do you always spend time on updating the connections in your target environment? You might not have to. Updating Connections The ALM story of Flows still have quite a journey to go. If you've ever deployed a solution with Flows you've noticed that they are generally turned... Continue Reading →
MVP Advent Calendar: Transport Data Between Environments with Sara’s Favorite Tool!
Merry Christmas everyone! This post is part of the MVP Advent Calendar Initiative brought to you by Megan Walker. If you haven't signed up yet and want more gifts all the way up until Christmas, do so here. My gift to you is about how to use my favorite data transport tool and and a... Continue Reading →
How to Avoid the “Get Record” Action to Retrieve Related Data in Power Automate
In a previous blog post I wrote about how to use FetchXML to List Records from CDS in Power Automate. But what if a column you defined in your FetchXML doesn't show up in the Dynamic content because it is a column from a related record? Defining the FetchXML Let's start with using the most... Continue Reading →
Be Lazy: Filter List Records in Power Automate with FetchXML Builder
If you navigate to the classic workflow designer you've probably seen the recommendation to use Microsoft Flow for background workflows. Although we're not completely there yet with parity between the two - Power Automate is the way forward. Without mentioning all the differences between Flows and Classic Workflows, Power Automate has one HUGE advantage: List... Continue Reading →
Retrieve Records in N:N relationships with FetchXML and the New CDS Connector in Microsoft Flow
Have you tried to retrieve a list of records in Flow and had to go trough a many to many relationship condition? If you have I can relate to the frustration and complication that task brought. Earlier this week I found a solution - and it was easy, really easy. Let me show you what... Continue Reading →
Getting a Dynamics 365 Trial with URS
Universal Resource Scheduling (URS) is not a standalone Dynamics 365 Customer Engagement First Party App like Sales, Customer Service, Field Service or Project Service Automation. Therefore there's been some confusion about how to get a hold of a trial that have URS installed. Well - let's clarify how in this article. URS (Universal Resource Scheduling)... Continue Reading →
No-Code Hack – Use Calculated Fields for Event Age Validation
This past weekend I was at Dynamics Power Saturday in Amsterdam an delivered a session I call "No-Code Hacks". One of my hacks was to show how you can solve a requirement for age limit at event by only using customization, a requirement usually solved with JavaScript. What is a Hack? To start with I... Continue Reading →
New feature released: Quick Book in URS
A new, exciting and smoking hot feature for URS (Universal Resource Scheduling) was released in EMEA just earlier this week. It is the ability to enable quick scheduling for any entity in Dynamics CE that uses URS. How? Where? And why? Let's take a look. When do I need Quick Book? Even though the Scheduling... Continue Reading →
Sara Lagerquist 