Co-presence in Power Automate | Multiple users working on a Flow

Here’s a cool feature that is just announced!

Now see who’s also Editing the Flow in parallel with you. Microsoft just announced this update is super-useful in teams working parallelly on a Flow – https://powerautomate.microsoft.com/en-us/blog/announcing-co-presence-in-power-automate/

Here’s a quick summary

Co-presence in Flow

Once a Flow is shared and if both the users happen to be on the same Flow in Edit mode at the same time, here’s how you identify

  1. Let’s say this Flow is being edited by CRM Admin and it’s shared with the user Priyesh Wagh too.
    And it appears like a usual Flow which you are editing


  2. Now, on the other hand, Priyesh Wagh also logged in and opened this Flow to Edit. And when CRM Admin too is already editing parallelly, both parties will see the other participants like so –




  3. Both parties can continue to Edit. However, when either of them saves First after both have entered, there will be no issue.
    Now, once any other party after that Saves their change i.e. 2nd save by other user than who first saved, they’ll see the below warning asking to choose an option to avoid the clash.


  4. Let’s say the user chooses to Save a copy, you’ll be asked to save this into a new Flow.



    The new Flow saved will not be shared with other users and hence, will continue to exist outside of the Shared with me section into Cloud flows section



Hope this was useful

Here are some more Power Automate / Flow posts you might want to check out –

  1. Retrieve Metadata of Global OptionSets from Dynamics 365 in Power Automate | HTTP with Azure AD action
  2. Primary Key of Activity type entity in a Dataverse connector in Power Automate | Quick Tip
  3. Split On in Power Automate in SharePoint trigger for Item updates
  4. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  5. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  6. Invalid XML issue in Dataverse connector for List Rows action | Fetch XML Query | Power Automate
  7. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  8. Invalid type. Expected Integer but got Number error in Parse JSON – Error at runtime after generating Schema | Power Automate
  9. Asynchronous HTTP Response from a Flow | Power Automate
  10. Setting Lookup in a Flow CDS Connector: Classic vs. Current Environment connector | Power Automate Quick Tip

Thank you!

Create Teams Meeting invite from Power Automate

Here’s an example of several use cases which can let you create a Teams meeting from within Power Automate based on your business use case.

In my example, I’m using Power Automate to schedule a meeting from a Project in Project Operations inviting all Team Members for a follow up!

PS: Creating an Appointment in Outlook doesn’t set the Teams call. 😊

Scenario

For example, in Project Operations’ sample Project example – I want to simply put a Teams meeting to all the Project Team members of this sample Star Piping Project.

  1. Here are my Project Team Members whom I want to send the Teams invite to.


  2. And I should just be able to run a Flow from the Project itself to send an invite to all the Team Members.
    I’m calling my Flow as ‘Teams Roundtable Meeting’

  3. And my Flow is asking me when this meeting should be. So, I’ll mention the same.
    So, I want the meeting to be on 16th Sep 2021 and start at 10:30am


    And End it by 11:30am


  4. And once the values are accepted, the Meeting should be on the Teams of all the Team Members





    Let’s see how I built this Flow.

The Flow

Now, this is subjective – in your case, this could be anything we can imagine!!

  1. I’m accepting the important parameters in the form of Dataverse (Legacy) connector [Because, this connector let’s you Run the Flow in the context of the record, the new Dataverse green connector doesn’t allow this.]

    These are the values which we filled when we ran the Flow on the Project.


  2. Further, I have some steps to retrieve the Team Members, then eventually their Email addresses (In Project Operations, you need to retrieve the Email addresses from the Bookable Resources and further – see if User record has these email addresses or not)
    Next, I’ll create a variable of type Array to collect the Email Addresses which the meeting invite should go to.

  3. Now, I’ll append all the Email Addresses I retrieved from the Team Members in the array.

  4. Now, the Array is formed with all the Email addresses separated by commas. But, we are not done yet. We need to form a string.


    So, I use Join operation to join the email addresses into a string separated by semicolon (just like how you enter in the To field of emails)


    The result will be a string of Email addresses separated by semicolon


    Finally, once all the important data is collected, we can proceed towards creating the Teams invite.

Create a Teams meeting

Here’s how you can create a Teams meeting from Microsoft Teams connector in Power Automate

  1. Look for Microsoft Teams in Power Automate

  2. Now, in this Meeting, I can set the parameters based on how I want the meeting to be created.
    I’ll fill in the information which is required for the Invite to be created.
    The Start Time and End Time need to be set in the date-no-TZ format, hence, I’ve arranged the same accordingly
    Select Calendar Id as Calendar (Other options are Birthdays and United States Holidays)

  3. The Outputs are from the result of the Join operation we performed to form the string of Email addresses to be added as attendees.

  4. Finally, you can select these optional parameters to make sure the invite is created based on your preference.

    And that’s it!

Teams Invite vs Calendar Invite

Now, if you have a normal Calendar Appointment, it’ll look like below – It doesn’t have a Join button


Whereas, the Teams Calendar Invite has a Join button on it

Caveats

Some caveats worth mentioning –

  1. In case you are planning to have Appointments created in D365 and eventually either sync it to Outlook using Server-Side Sync, the invite will not be a Teams Invite.
  2. No option to later retrieve this Outlook Appointment in Flow and convert/update it to a Teams call.

Hope this was useful!

  1. Action.ShowCard vs Action.ToggleVisibility in Adaptive Cards | Microsoft Teams
  2. Admin Center URLs under M365 – Power Platform, Teams, SharePoint, Power BI
  3. Tag a User in a Microsoft Teams post made using Power Automate
  4. Visualize Adaptive Card for Teams user action within a Cloud Flow | Experimental Feature
  5. Create a Team, add Members in Microsoft Teams upon Project and Team Members creation in PSA / Project Operations | Power Automate
  6. Task Completion reminder using Flow Bot in Microsoft Teams | Power Automate
  7. Turn Teams On / Off at Org Level, provisioning users | M365 Admin Center Tip
  8. Adaptive Cards for Teams to collect data from users using Power Automate | SharePoint Lists

Thank you!

Join action in Data Operations in Power Automate

One of the commonly used connectors to perform operations in Flow is Data Operations

To describe this action in simpler terms, it is “Joining values in an array with a value”.

Join

Here’s how you can use the Join operation in Power Automate

  1. Look for Data Operations connector in Power Automate.

  2. In Join, you’ll see that you’ll need two fields that takes a source and by what character you want to Join into the String result this Action will output.

  3. Example – I want to Join numbers by a hyphen “-“. Here’s how it can be done.
    Here’s how my From and Join With fields will be populated.

  4. And this will return a String value by joining the items in the array by the value we entered in Join With.


    To be sure this is string, you can click on Show raw outputs and see the results


    Hope this was useful!

Here are some more Power Automate / Flow posts you might want to check out –

  1. Retrieve Metadata of Global OptionSets from Dynamics 365 in Power Automate | HTTP with Azure AD action
  2. Primary Key of Activity type entity in a Dataverse connector in Power Automate | Quick Tip
  3. Split On in Power Automate in SharePoint trigger for Item updates
  4. Search Rows (preview) Action in Dataverse connector in a Flow | Power Automate
  5. Suppress Workflow Header Information while sending back HTTP Response in a Flow | Power Automate
  6. Invalid XML issue in Dataverse connector for List Rows action | Fetch XML Query | Power Automate
  7. FetchXML Aggregation in a Flow using CDS (Current Environment) connector | Power Automate
  8. Invalid type. Expected Integer but got Number error in Parse JSON – Error at runtime after generating Schema | Power Automate
  9. Asynchronous HTTP Response from a Flow | Power Automate
  10. Setting Lookup in a Flow CDS Connector: Classic vs. Current Environment connector | Power Automate Quick Tip

Thank you!