CRM Beans

Power Platform

Create Sales Quotations using power automate

Create Sales Quotations from sales orders using Power automate

Spread the love

Spread the love         How to create a sales quotations using power automate? Scenario – There was a scenario where a customer wanted to create the Sales Quotations automatically for those orders that were expiring in the next 15 days. We used power automate scheduled cloud flow where the flow will run every day to check the […]

Create Sales Quotations from sales orders using Power automate Read More »

How to create and modify Dynamics CRM App using App designer

Spread the love

Spread the love         This article will guide you on the basics of how to create and modify a Dynamics CRM model-driven app. Create an App To create a model-driven app, open Power Apps (https://make.powerapps.com/) and select the environment from the list. From the left navigation bar, click + create that will give you an option to

How to create and modify Dynamics CRM App using App designer Read More »

auto close appointment

How to close any CRM activity automatically by using power automate flow?

Spread the love

Spread the love  6      This post will guide you to set up a flow to close any CRM activity automatically based on the due date by using power automate. Scenario An Appointment activity in the CRM to be closed automatically based on the due date by using power automate flow. Create an Appointment activity and set the

How to close any CRM activity automatically by using power automate flow? Read More »

canvas app from sharepoint

How to create a Canvas App by using SharePoint List?

Spread the love

Spread the love  1      Do you want to create an app? Yes, you can make your own app from scratch by using the SharePoint list. Power apps platform allows you to create a canvas app. This post will guide you on how to create a canvas app by using the SharePoint list. To proceed further, you need

How to create a Canvas App by using SharePoint List? Read More »