Using Expand Query in Power Automate with CDS

Power Automate plus Common Data Service

Before We Dive In

If you use Power Automate (Flow) and model-driven Power Apps, then (hopefully) you are aware of the “Common Data Service (current environment)” (CDS-ce) connector. Within this connector, there is an “Expand Query” option. This blog post will help explain how to use this.

Note: Check out Sara Lagerquist’s excellent blog called “CDS vs CDS: What Connector should I use in Power Automate?“. This will help you understand the difference between the Common Data Service connectors.

Let’s Dive In

Power Apps Solution

To get started, I have already created a solution within the Power Apps maker site called “PA Flows” (for “Power Automate Flows”). The next step would be to create a new flow within the solution.

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Generating Dynamic Documents for Dynamics 365 using Power Automate

Setting the Stage

So, you may asking, “Why don’t you just use the Word Templates already in Dynamics 365?” That’s a great question. But, here is the scenario:

I needed a way to generate a dynamic Word document using a template, but I wanted the generated document converted to PDF, stored in SharePoint and accessible within Dynamics 365.

Note: The out-of-the-box Word Templates in Dynamics 365 don’t store the generated document anywhere. When you use the Word Template, it just pulls in the dynamic data from Dynamics 365, generates the Word document, and opens Microsoft Word.

Got all that? Ok. Good.

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User Group Summit Recap

First of all, I need to apologize for the long delay between posts. I have been recovering from surgery and prior to that was the User Group Summit.

The 2019 North America User Group Summit is now behind us, and it’s impact is still being felt throughout the community. Many folks left empowered with information and hands-on learning. Others made valuable connections that will foster growth personally and professionally.

For me, there were a couple of things that stood out during the conference.

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