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.

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• 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.

This will help organizations achieve seamless business integration with Dynamics 365 for various IoT scenarios. Customers can now raise a number of records including customer service cases, work orders, purchase orders etc. seamlessly from our web portal to handle both rule based and machine learning based events for business assets. A typical example is when a rule gets violated against a telemetry in IoT portal, the device data along with rule details will be sent out automatically to CRM application to raise a maintenance work order for field service team. Another example is when the operating condition of an asset gets predicted with higher probability of abnormality, a case can be created for the internal technical team to work on. This will help in field service smart scheduling and a number of other useful customer service and field service scenarios.

Please note that our IoT Web Portal also provides email and webhook options to send notifications. If you want to know more about the solution, please feel free to contact us info@kaispe.com.

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