Power Automate

How to create a custom connector for Claude.ai in Microsoft 365

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Want to use Claude in your apps and flows in Power Platform? Fortunately, Microsoft allows you to create your own custom connectors, and it’s fairly quick to do. This same process will work for other LLMs (e.g. Azure OpenAI), too, with just a few tweaks. When you create custom connector, put some thought into how… Continue reading: How to create a custom connector for Claude.ai in Microsoft 365

Sending HTML Table Emails from Power BI with Power Automate – Handling Blanks

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In the video tutorials for how to send a basic HTML table from Power BI with Power Automate and similar for styled tables, a question came up about what to do if the query to the Power BI dataset returned blank for a given user – if it has no rows to show, it will… Continue reading: Sending HTML Table Emails from Power BI with Power Automate – Handling Blanks

How to get “completed by” user data for Planner

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photo of a desk - credit to pexels user thirdman for image

If you’ve been following my series on how to get Planner data (basic Planner, not premium) with Power Automate, you may have noticed that there is not a “completed by” user name or ID field available as a dynamic content card. We can still get the completed-by data using direct references to the JSON output… Continue reading: How to get “completed by” user data for Planner

How to parse or extract specific things from Power Automate JSON outputs

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Power Automate actions produce JSON outputs. Depending on the connector you’re using, you can oftentimes reference these using the built-in dynamic content cards that appear in the UI. But what happens when you want to reference something that’s NOT in the dynamic content card list? Option 1: Use PowerFX to reference values You’d use this… Continue reading: How to parse or extract specific things from Power Automate JSON outputs

If Power Platform apps were animals, what would they be?

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bee and flowers

This started out as a offhand question to ChatGPT just to see what it came up with, but it ended up being WAY more insightful than I expected, so I did a few more to share them. Me, anthropomorphizing? YES ALWAYS. By the way, NEVER ask me “if you were an animal, what would you… Continue reading: If Power Platform apps were animals, what would they be?

Dataverse Choice Fields: How to get the text value in Power Automate

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octopus holding card

When you’re working with Dataverse sources in Power Automate, there’s a few hoops you need to jump through – particularly when you’re working with lookup and choice-type fields. When you insert a dynamic content card for a Dataverse choice field into an action, such as if you’re sending an email or approval and want to… Continue reading: Dataverse Choice Fields: How to get the text value in Power Automate

How to set Power Pages form fields via URL parameters (including lookup fields)

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Setting form fields in Power Pages via the URL – meaning that when someone clicks a link, certain fields are pre-set according to content in the link – can be done with JavaScript in Power Pages! The documentation on this is a bit light, and Chat GPT was not very useful in writing code to… Continue reading: How to set Power Pages form fields via URL parameters (including lookup fields)

Get Planner checklist/subtask items using Power Automate

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So I completely re-worked the way I did this in my YouTube video, here’s the new method. I’ve not yet had time to go through and re-write the associated blog article but wanted to leave the post here in case there’s any links persisting out there. Please see the video for the most up-to-date instructions!… Continue reading: Get Planner checklist/subtask items using Power Automate