Power Automate - Dataverse Filter, Create and Update records

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  • เผยแพร่เมื่อ 29 พ.ย. 2024

ความคิดเห็น • 41

  • @ankitnaik7232
    @ankitnaik7232 ปีที่แล้ว +3

    Very informative sir…keep making on power automate flows

    • @abm4975
      @abm4975  ปีที่แล้ว

      Thanks for your support.

  • @sinaa7562
    @sinaa7562 10 หลายเดือนก่อน +2

    Thanks for this great Video. Helps a lot!!! ☺

    • @abm4975
      @abm4975  9 หลายเดือนก่อน

      Thanks

  • @divyaluthra6776
    @divyaluthra6776 ปีที่แล้ว +2

    Thanks a lot for sharing this really helful content.

    • @abm4975
      @abm4975  ปีที่แล้ว

      Thanks a lot

  • @sonnailasymponia4573
    @sonnailasymponia4573 ปีที่แล้ว +1

    Could you please help me out on updating the pre-existing Excel spreadsheet when a new item is added in dataverse table using powerautomate?

    • @abm4975
      @abm4975  ปีที่แล้ว

      Hi
      Follow the below steps:
      1. Create a table for the pre-existing Excel file. This is a manual step.
      2. Next create a flow - Add a Dataverse trigger when a new record is created.
      3. Next use add a row action step excel for creating the new items in excel
      Thanks

  • @dineshkumarpallineni
    @dineshkumarpallineni ปีที่แล้ว +1

    Can you kindly explain how to upload all the newly created CRM contact or lead data to SharePoint using power automate

    • @abm4975
      @abm4975  ปีที่แล้ว

      Hi
      Use Dataverse action step called 'When a row is added, modified or deleted'
      Thanks

  • @getyouthemoon6119
    @getyouthemoon6119 2 หลายเดือนก่อน +1

    Can you maybe do this question from the powerplatform forum:
    I have the flow which getting two set of data from two table (which are stored into two different excel files) and I want to merge the two into a single table by appending the data from the table in excel file two into the table into excel file 1. Both of them have one common primary key which is unique (an e-mail adress)
    I want combine both table into single table for each row return from the table in the second excel file, I tried with a for loop but could not make it work.
    Any solution on my problem here? Any help will be great.

    • @abm4975
      @abm4975  2 หลายเดือนก่อน +1

      Hi
      Its not easy to explain here as by comment. Check my Channel about section and contact me via email. I could offer a screenshare help.
      Thanks

    • @getyouthemoon6119
      @getyouthemoon6119 2 หลายเดือนก่อน +1

      @@abm4975 Thank you for your swift response! I will research your channel. How much would you charge for screen sharing help?

    • @abm4975
      @abm4975  2 หลายเดือนก่อน

      I don't charge for screenshare. Its a community work. Thanks.

  • @dallaschambers5150
    @dallaschambers5150 2 ปีที่แล้ว +1

    Could you take data from a MS form where they have uploaded a image and insert it into a field within d365? So upload a image to CRM from the form entry using power automate?

    • @abm4975
      @abm4975  2 ปีที่แล้ว

      Hi
      Are you using Microsoft Forms or Customer Voice Forms (From Pro)?
      Thanks

    • @dallaschambers5150
      @dallaschambers5150 2 ปีที่แล้ว

      @@abm4975 Hi! Using MS forms to capture user input, using my flow to run a bunch of conditionals, then using that data to create a case record in CRM CE. I know you can upload a image into a ms form, but not sure how to take that and put it in CRM in a field

    • @abm4975
      @abm4975  2 ปีที่แล้ว

      Hi
      Do you still need help in this?
      Thanks

    • @dallaschambers5150
      @dallaschambers5150 2 ปีที่แล้ว

      @@abm4975 Yes! I was hoping you would be able to make a video taking a image uploaded to a MS form and inserting it into a field in D365

  • @arahabigailbalgos6897
    @arahabigailbalgos6897 7 หลายเดือนก่อน

    Hello! what if i need to get excel data from sharepoint? how can that work? thanks in advance!

  • @YaryRivera
    @YaryRivera ปีที่แล้ว

    What If the mothly employee table had several employees in the same department with a unique department id and a column of salary amount per project that needed to be to added before sending to the Employees table, How would I add the values for each unique department id before I send that total amount to the Employees table under department salary total?

    • @abm4975
      @abm4975  ปีที่แล้ว

      Apologies for the late reply as I was away and busy for last few weeks. Do you still need help in this? Please let me know. Thanks

  • @victorcajarito
    @victorcajarito ปีที่แล้ว +1

    this video is great, can you share how to aggregate a value and update to another list.

    • @abm4975
      @abm4975  ปีที่แล้ว

      Hi
      Apologies for the late reply. Could you please post this in Power Automate community forum. Tag me as @abm. I will have a look.
      powerusers.microsoft.com/t5/Building-Flows/bd-p/BuildingFlows

  • @ch.shravya2040
    @ch.shravya2040 ปีที่แล้ว +1

    If table has 2 lakhs records how can we pull the data in logicapp

    • @abm4975
      @abm4975  ปีที่แล้ว

      Hi
      You need to apply pagination. There are lots of article regarding this. Here is one.
      softchief.com/2021/12/11/retrieve-more-than-5000-records-from-dataverse-or-dynamics-365-in-power-automate-using-fetchxml-paging/
      Thanks

  • @tmsyeds
    @tmsyeds ปีที่แล้ว +1

    Very useful, thanks :-) Can you please help me create a flow to count the no. of customers per employee in Customer table and then update column "No. of customers" in the Employee table with the counted number for each employee whenever a change is made in the Customer table?

    • @abm4975
      @abm4975  11 หลายเดือนก่อน

      Hi
      Thanks for your question. Couple of questions.
      1. Is this Dataverse?
      2. What's the datatype if employee and customers?
      Thanks

    • @tmsyeds
      @tmsyeds 11 หลายเดือนก่อน +1

      Hi@@abm4975 Thanks a lot for replying. Yes, this is dataverse. Both employee and customer are text columns. In customer table I also added a yes/no - 1/0 column, thinking it might be easier to sum or count this numeric value.

    • @abm4975
      @abm4975  11 หลายเดือนก่อน +1

      Thanks for your reply. Could you connect me via teams. See my contact email from Channel > About section

  • @lerishamendonsa3126
    @lerishamendonsa3126 2 ปีที่แล้ว +1

    Can you make a video on how yo change the format of the file .. example from .7z file to .zip file or from zip to .txt file etc.

    • @abm4975
      @abm4975  2 ปีที่แล้ว

      Hi Lerisha
      I am not sure you can just convert a zip file to txt file. All file extensions have its own way of encrypting the content.
      Thanks

    • @lerishamendonsa3126
      @lerishamendonsa3126 2 ปีที่แล้ว

      @@abm4975 thank you sir😊..it's okay

  • @iswaryapari
    @iswaryapari 7 หลายเดือนก่อน +1

    Thanks it worked me

    • @abm4975
      @abm4975  7 หลายเดือนก่อน

      You're welcome!

  • @codecumba
    @codecumba 6 หลายเดือนก่อน +1

    Awesome!

    • @abm4975
      @abm4975  5 หลายเดือนก่อน

      Thank you! Cheers!

  • @hingedelephant
    @hingedelephant ปีที่แล้ว +1

    Get a good mic and a digital recorder for your audio. Your videos will improve greatly.

    • @abm4975
      @abm4975  ปีที่แล้ว +1

      Thanks. Will do.

  • @santoshkumar-sj6ef
    @santoshkumar-sj6ef 6 หลายเดือนก่อน +1

    No sound in this video

    • @abm4975
      @abm4975  6 หลายเดือนก่อน

      Hi Santhosh
      Just checked it again and the audio is there. As you can see there are quite a few comments from this video and none of them reported it.
      Thanks