Managing Pending Approval Requests in Power Automate

Who still hasn't approved?! A simple question that's not so easy to answer when it comes to using Power Automate Approvals. If you have pending approvals — especially those with multiple approvers where all must approve — there's really no good out-of-the-box way to obtain this information. Sure, there are workarounds, such as tracking approvals in a custom list and syncing it with Power Automate, but this carries the risk of the data becoming out of sync with the "source of truth" in the Dataverse Approvals table. Therefore I wanted to come up with a solution that will:…

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The Dataverse Batch API: A Practical Guide for Power Automate

If you're a seasoned Power Automate user, no doubt you've encountered performance bottlenecks with bulk CRUD operations against a data source. Using Apply to Each loops can be slow and consume precious API calls per action. This is compounded when the operation involves a large volume of data. This post will discuss how to make use of the Batch API requests with Dataverse to significantly speed up these operations — often down to just one API call! It's a more advanced but extremely powerful technique of interacting with Dataverse. In my fictitious examples, I will be working with…

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Force Sync Users to a Dataverse Environment

Unlike a default environment in your tenant, which includes all valid users in Entra, other Dataverse environments that use security groups to control access do not automatically sync those users. In order for a user to obtain access to an environment, they need the following: A valid Power Apps license Access to the environment’s security group A security role within the environment If any of those three conditions aren’t met, then nope—no access. Even then, however, the user still won’t automatically show up! The reason is because Dataverse uses just-in-time (JIT) user provisioning, meaning qualified users are only…

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Collect External Responses in Dataverse Using Microsoft Forms

A common requirement is the need to collect responses from users outside of your organization. Anyone who's spent a good deal of time within Power Platform knows this can quickly turn into a very complex task! I don't want to license external users and I don't want to build a Power Page to collect some simple form responses! Surely there's got a be a simpler way? Well, with the help of the pre-filled URL feature in Microsoft Forms, and a little Power Automate, there is! Scenario: Event Response Submissions In this example, I'm gathering Power Platform Conference Event…

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Import Data into a Many-to-Many Relationship Table in Dataverse

Importing data into a table in Dataverse auto-created by a many-to-many relationship proves to be much less straight-forward than it ought to be. For example, PowerApps Dataflows don't support importing to them. In this post, I’ll showcase two methods to import data using both Power Automate and the Dataverse Web API. Scenario: The Auto Inventory Manager I have this Dataverse data model for my Auto Inventory Management solution: Many Models can belong to a single make. That's a classic Many-To-One relationship. However, many models come in many different body styles. (Ex: a Honda Civic comes in a hatchback…

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Write to Dataverse Notes Table using Web API

I had a challenge recently where I needed to migrate hundreds of notes from an old database to the Dataverse. Dataverse has an Out of the Box Notes table (logical name “annotations”) that allows for recording notes and attachments against a related table. This post will showcase the preparation steps and PowerShell script used to do just that. Preparation Steps Enable Notes and Attachments For this example, let’s assume we are trying to write rows from a csv into the notes table regarding Purchase Orders. First, ensure the table has the option “Enable Attachments (including notes and files)”…

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Intro to Deep Linking in PowerApps

Instead of opening an app's main screen, there are scenarios where you'd want to directly take a user to a specific screen. This post will explore how to deep link to a specific record in both Canvas and Model Driven Apps. Example Use Case Consider an example where app contains Purchase Orders. When someone creates a new purchase order (PO), Power Automate sends an email to the manager with a deep link to the corresponding PO. The deep link directly to the main form for that PO. A Deep link in an email navigating to the Main Form…

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