Microsoft Dynamics CRM

Power Automate is used to automate operations through triggers and actions . Triggers : Added, Modified, Deleted, Manual (Instant), Scheduled Actions : List Rows, Get a Row by ID, Add a New Row, Update a Row, Delete a Row, Relate Rows, Unrelate Rows, Condition, Apply to Each, Do Until, Switch Scope block in Power Automate is primarily used for error handling . It groups related actions together. Triggers -  Added, Modified, Deleted Change type - Added / modified / delete Table Name - Entity/Table name Scope - User, BU, Parent Child BU, Organization  [Mostly we use Organization] Select columns - Used for modified trigger to mention field names for which flow should trigger Filter rows - To filter the record based on odata query Run as - Flow Owner / Record owner / Modifying user [Mostly we use Flow owner] ------------------------------------------------------------------------------------------------------------------------- Manual Trigger - To Trigger the fl...

Word Template in Microsoft Dynamics CRM are used for creating word document dynamically for particular record. These documents help businesses visualize the data in CRM in different ways. With Document template, Users can generate standardized Word documents with just one click. Official documentation of using OOB word template -  Word Template There are certain limitations to the OOB word template provided by Dynamic CRM. e.g., we cannot select particular records from a sub-grid and export only those records in our Word template. To solve this issue, we can create a Word template and use that word template in power automate to populate the data of only selected records. Please follow the below steps to achieve this functionality. 1. Create a Word document template and store it in SharePoint or OneDrive:  Open Word Document and insert Table and give header to table, e.g., I have given header as ID and Type.  In second row we want to add sub-grid data based on records sele...