This shows our continuous commitment with customers to help them automate the business processes and achieve high operating efficiency with improved bottom line.

At KAISPE, we pride ourselves on our innovation, expertise, and our continued commitment to ensuring delivery of the highest quality products to our customers. As a Microsoft Certified Partner, we provide solutions backed by industry best practices and standards. We are Microsoft Co-Sell partner and have strong presence on Microsoft marketplaces with our remarkable apps and services.

To learn more, visit https://testing.kaispe.com or call (315) 791-4472. Connect with us on Twitter, LinkedIn, and Facebook.

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At KAISPE, we have tried to use Power Automate and Common Data Service to automate Microsoft Dynamics 365 CE Product Management process. A typical scenario is the CRM administrator gets an updated product list (CSV or Excel) from back end ERP team as all the master data management is done over there. The administrator would like to update the CRM product catalog using such list.

Here is the demo to manage Product Catalog Management which includes update new Price Lists and create new Products and handle any unknown units and unit groups which leads to failed new products and send an email with Product Catalog Management report in PDF format.

So, first we have an email trigger to get an email with excel attachment contains updated, new and unknown units data.

In order to extract an email attachment data, we need to use one drive action for file creation and then we have used list of rows used present in a table action for data extraction.

Next, we have looped through all new products, updated and unknown units present in able to automate complete process in parallel with the help of CDS action.

In last, to create a Product Catalog Management report in PDF and send an email back to the administrator, we have used one drive to (create and convert file) actions in PDF format.

Here is a snapshot of a result we have got after the whole process completed:

Please feel free to contact us info@kaispe.com for product demo.

The post Microsoft Dynamics 365 CE Product Management using Power Automate and CDS appeared first on KAISPE.

• Contact creation in MS Dynamics 365 CE using MS Power Automate, Common Data Service (CDS) and Excel
• IoT alert handling using MS IoT Central, MS Teams, Dynamics 365 CE Field Service and Power Automate
• Automatic lead generation in MS Dynamics 365 CE using MS Power Automate (UI Flow) and Outlook
• Sales Quote process automation using MS Dynamics 365 CE Sales, CDS and Power Automate
• Product information management using MS Dynamics 365 CE, CDS, OneDrive and Power Automate

Please feel free to contact us info@kaispe.com for product demo.

The post KAISPE – IPs developed using Microsoft Power Platform for Dynamics 365 CE appeared first on KAISPE.

First of all, we will create two entities.

• kspInvoiceHeader
• kspInvoiceLine

Now Create one to many using kspInvoiceHeader “OR” many to one using kspInvoiceLine relationship in between kspInvoiceHeader and kspInvoiceLine.

Now open Portal Management in powerapps, goto Entity Permissions.

Create two entity permissions.

• InvoiceEntityPermission
• InvoiceDetailPermission

In InvoiceEntityPermission, Select entity name, your website, and Scope.

I am going to select Contact Scope because I want to display only Current Portal Sign in user data.

Ok! Now for InvoiceDetailPermission, Select entity name, your website and Scope.

Your Scope should be Parent for this.

In Parent Entity Permission, Select the InvoiceEntityPermission and Select relationship which was created on CDS.

Now handling GUID’s from Flow.

I hope you found it useful. If you have any queries, please feel free to contact us info@kaispe.com

The post Parent Child Relationship in Common Data Service (CDS) using Power Automate and Power Portal appeared first on KAISPE.