Heidi Neuhauser
Forum Replies Created
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Absolutely a wonderful case for Power Automate!!
You just need to figure out your trigger. It can be Excel, you can ask them to submit a web form, etc. Once that trigger happens, you may want to consider an approval flow step to check for accuracy, then create new dataverse rows!
Power Automate rocks!
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This might help too… https://community.dynamics.com/forums/thread/details/?threadid=7b63e3b4-4b8a-4d6c-b98f-bcfd526d6363
community.dynamics.com
Dynamics Community Forum Thread Details
Dynamics Community Forum Thread Details
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Can you use the out-of-the-box functionality within Word to get Today’s date? https://support.microsoft.com/en-us/office/insert-today-s-date-in-a-word-document-fe7c08fe-7192-44a5-ac0a-88ccd51532ab?ui=en-us&rs=en-us&ad=us
There’s no simple way to do it on the CRM side using field mapping.
support.microsoft.com
Insert today's date in a Word document - Microsoft Support
Insert the current date and time into a document, either as plain text or a field that updates automatically.
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Well audit logs are stored in Purvue in online, here’s where to get those: https://learn.microsoft.com/en-us/purview/audit-log-export-records
On Prem… gosh I’m not totally sure.
learn.microsoft.com
Export, configure, and view audit log records
In this article, you'll learn how to export, configure, and view Microsoft 365 audit log records.
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Long story short: unmanaged solutions mean YES you can do this. š
I actually wrote an article on here a few months ago about how to copy Prod customizations and schema only to a new Sandbox. If you need a reference/how-to, here it is: https://dynamicscommunities.com/ug/power-platform-ug/why-you-should-use-two-power-platform-environments-for-solution-management/
dynamicscommunities.com
Why You Should Use Two Power Platform Environments for Solution Management
UG Expert Heidi Neuhauser explains how to set up two environments in Power Platform in the first part of her series.
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Hi Becky! Just to clarify, you have some users who CAN access this and others who do not, is that correct? I wrote a few articles here about the integration between Teams & Dynamics. Maybe they could help?
dynamicscommunities.com
How to Set Up Dynamics 365 and Microsoft Teams Integration
In part one of the series, UG Expert Heidi Neuhauser explains how to integrate Microsoft Teams within a Dynamics 365 environment
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Sorry for the late reply on this one! But, I was VERY confused by it all. Thankfully, we were able to chat with MVP and Power BI Expert @belindaallen on our Power Tips series recently and she really helped clear up how it fits into the larger D365/Power Platform realm.
