Power AutomateHow to Roll Up Line-Level Flags to an Opportunity Header in D365Sometimes the data users want to report on lives on child records, but leadership wants to see it on the parent record. This article walks through a practical Power Automate pattern for rolling up line-level flags to an Opportunity header field in Dynamics 365.Jul 23, 202613
Power AutomateThe Bulletproof Way to Bulk Fulfill Sales Orders via Dataverse Web APIThis article is a “surgical precision” Power Automate pattern for when the normal Dataverse connector isn’t reliable enough—especially on legacy records. It uses the HTTP action + raw Dataverse Web API authenticated via an Azure App Registration to run a bound action (like FulfillSalesOrder) only against a strictly controlled list of records from an Excel table. The key idea: Excel drives the scope, the flow includes a 1-to-1 match safety valve, and you validate via HTTP status codes and the Dynamics UI so you can bulk-clean records without collateral damage.Mar 4, 202612
Power AutomateCustomer Voice + D365: Automate Case Surveys, Score Responses, and Flag NegativesThis guide is a reusable pattern for connecting Customer Voice + Dynamics 365 Customer Service so survey feedback becomes actionable work. It shows how to automatically send a survey when a Case is created, then parse the response JSON, score specific questions, and write a clear Positive/Negative “Survey Outcome” back onto the Case. The result: support teams can triage unhappy customers directly from Dynamics (no dashboard hopping), with guardrails for exclusions, ALM-friendly question mappings, and safe “no false negatives” scoring.Mar 2, 202612
Power AutomateScaling In-Person Event Registration: One ClickDimensions Widget to Rule Them AllLearn how to scale in-person event registrations in Dynamics 365. Use one embedded ClickDimensions form and Power Automate to read utm_content and automatically create Event Participation records without manual data entry.Feb 26, 202611