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Enabling for Entities

Some system entities and all custom entities can be available for use in business process flows. Once an entity is enabled for business process flows, this cannot be undone. This …

Scope on Triggers

When using the Common Data Service (CDS) triggers it’s important to properly set the options on the trigger to ensure it only fires only when the desired modifications occur. The …

Creating and Updating Data

In the previous step, you learnt about querying data. Using Get Record, List Record and Filter Queries retrieve data at a specific point in time. Now you will learn about …

Custom Actions

In the previous step, you looked at building a workflow where you learned about conditional actions to create branches of actions, modification actions to update information, record values using static …

Workflows and Other Automations

In the previous step, you learnt about workflow waiting, parallel wait, stopping, URL’s and child workflows. These will assist you in setting up workflows with automation more effectively. When building …

Configuring Workflows

In the previous step, we learned how to create a workflow and in this step, we will examine configuring workflows. Workflows automate business processes. People usually use workflow processes to …

Error Handling

In the previous step, you learnt about variables and looping. Variables are initialised and can be set, incremented, or decremented depending on their data type. They can be used in …

Naming

In the previous step, you looked at dynamic data. This is how you reference data from prior steps in a flow and dynamically bind it to the current properties. In …

Execution Security Text

In the previous step, you looked at real-time workflows, which are used when a business process requires someone to immediately see the results of the process or if you want …

Variables and Looping

In the previous step, you learnt about conditions and switches. Conditions offer a true and false branch, while switches offer multiple branches based on the value of a data item. …

Demonstration – Business Process Flows

Watch the video demo to see how a Business Process Flow can be put into action. Join the discussion What is the greatest benefit of an effective business process flow …

Business Process Flows Summary

In this activity, we learnt about business process flows. We learnt that part of the power of the business process flow is in its ability to ensure that data is …

Apps Summary

In this activity, we learnt about the power and extensibility of Microsoft Flow. Flow has over 200 prebuilt connectors and also allows for custom connectors. It’s a cloud service that …

Overview of Business Process Flows

A business process flow is a process, such as to qualify, develop, postpone or close that users can follow to ensure that data is entered consistently and that users follow …

CDS Connectors

In this section, we’re going to be talking about working with the Common Data Service (CDS) connectors. When you use the connector, as you’ll see in the labs and hands-on …