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Customizing D365 Sales — For Our Own Sales Team (Customer Zero) (2) Common Settings

This continues from Part ① . In Part ②, we'll configure the common settings and the internal-processing Power Automate flows. Common Settings Setting Up Connections Open Power Automate ( https://make.powerautomate.com ) Go to "Data" → "Connections" → "New connection" and create a Microsoft Dataverse connection Do the same to create an Office 365 Outlook connection Basic Flow Creation Steps Click "Create" → select "Automated cloud flow" (event-triggered) or "Scheduled cloud flow" (recurring) Name flows in the format [Zone]-[Number] [Description] (e.g., "A-1 Opportunity Stage Stall Alert") Always run a test after creating a flow to verify it works 2. Internal-Processing PA Flows — 4 Flows (Write-back portions of A-4, C-5, C-6, D-3) Once the common settings are done, it's time to build. A-4: Write Back Stage Changed Date Without this flow, the stall-day calculations in A-1 and B-1 will not work. Implement this first. In Microsoft Dynamics 365 (D365), a "stage" refers to a major milestone in a process — such as a sales deal or customer engagement — that guides the responsible person through what needs to happen next. It's how a series of activities is visualized and managed. From here, all work is done in Power Automate. Step Task Details 1 Create the flow "Automated cloud flow" → select trigger "When a row is added, modified or deleted (Dataverse)" 2 Configure trigger Table: Opportunities / Change type: Modified 3 Add condition Add a "Condition" action: "When Status Reason (statuscode) has changed" 4 Write-back action "Update a row (Dataverse)" → set cr917_stage_changed_date to utcNow() C-5: Auto-Set Renewal Date + Auto-Create Renewal Opportunity (on Won) On Won close, two things happen: ① auto-set the renewal date to close date + 365 days, and ② auto-create a new Opportunity for the renewal cycle and add it to the pipeline. Step Task Details 1 Create the flow "Automated cloud flow" → trigger "When a row is added, modified or deleted (Dataverse)" 2 Configure trigger Ta

2026-07-01 原文 →
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Handling Localization in PCF Components: A Practical Walkthrough

When you build a PowerApps Component Framework (PCF) component that will be used across multiple geographies, need to serve labels, button captions, validation messages, and tooltips in the user's preferred language. PCF has a built-in answer based on .resx resource files, the same format used by .NET applications. The mechanism is elegant in production — but surprisingly tricky during local development. This walkthrough takes you through the full setup, step by step, and then explains a problem that arises while locally debugging your PCF. Step 1 — Create the strings folder and your first .resx file PCF expects your localized strings to live in a folder (the conventional name is strings ) inside your component directory. Each language gets its own file, named with the pattern: <ComponentName>.<LCID>.resx The <LCID> part is the numeric Locale ID , not the textual code ( en-US , it-IT ). The framework relies on this naming convention to identify which file to load for a given user. Common LCIDs: Language LCID English (en-US) 1033 Italian (it-IT) 1040 German (de-DE) 1031 French (fr-FR) 1036 Spanish (es-ES) 3082 Japanese (ja-JP) 1041 Chinese Simplified (zh-CN) 2052 Portuguese (pt-BR) 1046 For a component called EquipmentGrid , the structure looks like this: EquipmentGrid/ ├── ControlManifest.Input.xml ├── index.ts └── strings/ ├── EquipmentGrid.1033.resx ├── EquipmentGrid.1040.resx └── EquipmentGrid.1031.resx Tip: Always include 1033.resx (English). The PCF runtime falls back to the first <resx> declared in the manifest when the user's preferred language isn't available, and English is the safest default. Step 2 — Author the resource file content A .resx file is just XML. Here's a minimal Italian version ( EquipmentGrid.1040.resx ): <?xml version="1.0" encoding="utf-8"?> <root> <resheader name= "resmimetype" > <value> text/microsoft-resx </value> </resheader> <resheader name= "version" > <value> 2.0 </value> </resheader> <resheader name= "reader" > <value> System.Resou

2026-05-28 原文 →