Tag: Dataverse

Custom Auto number in dataverse based on fiscal year
Dataverse Power Automate

Custom Auto Number column in Dataverse with Fiscal Year based incrementing using Power Automate flow

Introduction It is a common scenario to have an auto increment column for automation projects like generating unique id for projects, invoices, purchase order etc. In most cases, the requirement is to have an increment value based on fiscal year. The out of the box auto number data type in Dataverse does not give flexibility […]

Manish Solanki 
AI Builder Dataverse Outlook Connector Power Automate

How to process invoice document without setting up custom AI builder model?

The introduction of adding images or documents (in preview) as input parameter in custom GPT prompt makes it easier for non technical users to extract specific fields without the need for pre-training models with sample data. This reduces the time and effort spent on preparing and fine-tuning custom models for document processing. Features & Benefits: […]

Manish Solanki 
Azure Azure Key Vault Dataverse Power Automate Power Automate Desktop

How to securely sign in to an application in Power Automate Desktop with the password stored in Azure Key Vault?

Full video tutorial is available on my YouTube channel: Use Case In UI automation, it is a standard process to sign in to an application (desktop or web) to process data in power automate desktop flow. Azure Key Vault is the safest place to securely store the application password. Storing password in Vault also allows […]

Manish Solanki 
AI functions in PAD
AI Builder Dataverse Power Automate

Add intelligence with Dataverse AI functions in Power Automate Desktop flows

With the introduction of Dataverse Cloud Connector (preview) in power automate desktop flow (in Version 2.44), it becomes easier to add intelligence in PAD using Dataverse AI functions. This will address the issue of setting up HTTP request trigger or any other approach for calling AI functions from Power Automate Desktop. You can find official […]

Manish Solanki