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Customer experience | ...
Finding Records Shared With a Specific Team or User
Ryan Maclean 3,070
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Customer experience | ...
Calculate Full Months between two dates with Power Automate
Ryan Maclean 3,070
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Customer experience | ...
Converting UTC Date Time to UNIX Time with Power Automate
Ryan Maclean 3,070
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Customer experience | ...
Converting Excel Date Time Serial Values With Power Automate
Ryan Maclean 3,070
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Finding Records Shared With a Specific Team or User

We recently made some changes to our data governance in my company that required me to change sharing permissions for a significant number of the Accounts in our Dynamics system. I needed to find all Accounts that were shared with a specific Tea...

Ryan Maclean 3,070
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Calculate Full Months between two dates with Power Automate

My friend Antti Pajunen recently asked me whether it is possible to calculate the number of months between two dates with Power Automate, akin to the DateDif function in Excel. I like a challenge, and I’ve done a lot of experimenting with ...

Ryan Maclean 3,070
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Converting UTC Date Time to UNIX Time with Power Automate

Recently Ben Vollmer asked if it was possible to convert a UTC datetime value to Unix time in Power Automate. There’s no function available out of the box to do this, but it seemed pretty achievable to me and I’ve outlined the soluti...

Ryan Maclean 3,070
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Converting Excel Date Time Serial Values With Power Automate

A common issue I’ve run into and that I’ve heard others experience, is trying to use Excel DateTime values in Power Automate. You will encounter an error like below: The reason this is an issue is due to the way Excel stores d...

Ryan Maclean 3,070
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Calculate Quarter for a Date in Power Automate

A common request in my company is for dates to be expressed in relation to the Quarter of the year in which they fall. Using Power Automate there is no native way of calculating this, so in this post I’m demonstrating two different methods...

Ryan Maclean 3,070
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Change a User’s Business Unit and retain their Security Roles using Power Automate

I saw a tweet recently from Linn Zaw Win asking if it was possible to change a Users Business Unit without losing their Security Roles Is there any existing @XrmToolBox or standalone tool that allows changing Business Unit of Users/Teams with...

Ryan Maclean 3,070
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Calculating ISO 8601 Week Number for Dates in Power Automate

An issue that a lot of users have faced with Power Automate is the inability to find out the ISO 8601 Week Number for a given date; this was raised as an idea in the Power Apps Ideas forum back in 2017, and you can find numerous questions about ...

Ryan Maclean 3,070
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Dynamics 365 Opportunity Revenue Forecasting – Creating Monthly Forecasts

In my last post I explored how to create a structure and a triggering flow to create Opportunity Revenue Forecasts. In this post I’ll delve into the child flow to create a set of Monthly Revenue Forecasts. The Solution 1. Manuall...

Ryan Maclean 3,070