The Power Automate and Dataverse Cheat Sheet

Back in June I presented at the UK Dynamics 365 and Power Platform User Group event in London (yey!) – the next one is in November, do join!

One of my sessions was a ‘101’ Intro to Power Automate and Dataverse. I wasn’t sure how many people would attend this session given that this isn’t a new shiny topic but I could imagine that outside the world of consultants, MVPs, techy wizards and general overachievers there were people with no background on this thing, just trying to make sense of how to use it and create flows, struggling to get past the errors and warnings and failures. We’ve all been there…

Thankfully many people turned up and asked a lot of follow up questions (yey!) and in the general speaker Q&A afterwards one of them raised a valid point – there is no one place that someone can go to and get a cheat sheet for the tiny little nuances of Power Automate – the things you only figure out through excessive online searching or through someone else who has ‘been there/done that’ and shows you the ropes. I figured I could at least have a stab at that and build on it over time with help and suggestions from you dear readers, so I promised I would do it.

So here you are – a Power Automate and Dataverse Cheat Sheet – lets be honest, sheets – version 1! Enjoy, and give me feedback – lets make this awesome!

PS: See here for some advanced filtering info you might find useful if that’s your thing!