cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
wischbone
Advocate I
Advocate I

Error with Creating New Activity Record for Dynamics 365 CRM

Hi everyone,

 

I'm wondering if there are certain Create Record actions for Dynamics 365 that have issues?  This is the second one I have run into.  I am trying to create an activity for the user who gets assigned a support case in Dynamics 365 CRM.  I fill in the data that I think is needed except for the Regarding Type which I think is causing the issue.  If I do nothing to that field the flow fails.  If I try to select a value for the Regarding Type, the action closes and I can't open it until I close the flow and reopen it.  The action has an exclamation that states " Error loading component ".  I think that is one of the fields that is causing the flow to error but I can't be certain of it. 

 

Any help would be greatly appreciated.  btw... I am also seeing the same issue when attempting to create a document location record when a support case is created.... same field same error.

 

Support Case Assignment Activity Step.pngSupport Case Assignment Activity Error 01.pngSupport Case Assignment Activity Error 02.png

 

Much thanks in advance!

14 REPLIES 14

@wischbone - I would recommend that you start using the "Common Data Service" or "Common Data Service (current environment)" connectors. The Dynamics 365 connector is deprecated.

 

Reference: https://saralagerquist.com/2019/12/15/cds-vs-cds-what-connector-should-i-use-in-power-automate/

 

Also, if you need to create an Activity, it's best to use choose the specific Activity Type entity such as Task, Phone Call, etc. to create the activity record.

@PowerBack19 ... wow I didn't know that.  Thank you for the info!!!  I will try that and thank you for the reminder about the activity type 🙂  I will update you soon.

 

 

abm
Super User
Super User

Hi @wischbone 

 

The error is related to owner type. Generally for the activity owner lookup can be set to a team or a user. Set the correct Owner Type and try.

 

image.png

 

Thanks



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog
Power Automate Video Tutorials

thank you @abm !!!

 

I have changed my action to use CDS but I still have the same issue.  When I try to select the drop downs for Owner Type or Regarding Type, the action step closes with that that same error.  So if the issue is that I need values in these fields but yet I can't select either of them then I am stuck.  Am I missing something?

 

Support Case Assignment Activity Error 03.png

 

Much thanks!

Hi @wischbone 

 

Thanks for your quick reply. For CDS regarding fields set the syntax like below. So in your case /incidents(set the mapping value here)

 

image.png



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog
Power Automate Video Tutorials

Hi @abm 

 

Thank you for the quick reply!  I made the change you requested but  the flow still fails.

Support Case Assignment Activity Error 04.png

 

I also still cannot select either drop down for Owner and Regarding Type.  My gut tells me that this is the root cause.  What would cause this?  If they are there, why can't I select them?  Can you show me what they look like for you when you select them?

 

Thanks!!!

Hi @wischbone 

 

Remove the owner type field and create the activity. See that works or not. Then check in CRM whether it is set any default owner as created by user or not?

 

Thanks



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog
Power Automate Video Tutorials

Hi @abm 

 

Sorry for the delay response.  It still doesnt work.  I've tried this numerous times and even created some very basic flows and the issue is still there.  It seems like most of the type lookups that are in the create record actions I select fail when I click them and I feel that this is the underlying issue.  I just dont get it.  Even if I dont click them I still get the same error.  This can't be that hard.  I'm really frustrated with this.  Am I missing something?  Could there be something wrong with my environment?  Whether I use CDS or Dynamics 365 I get the same result.  I feel really stupid here... all that I am trying to accomplish is to either create a document location record when a new support case is created so that it points to a specific folder or I want to create a new task or activity for someone when they are assigned a support case.  This can't be that hard.  I created a support case with MS about this issue but have yet to hear back from them.

 

Thanks

abm
Super User
Super User

Hi @wischbone 

 

What activity type (Email, Fax, Phone Call, etc) you trying to create against your case record?

 

Thanks



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog
Power Automate Video Tutorials
Julien2
Kudo Kingpin
Kudo Kingpin

Hello @wischbone ,

Recently, I have faced the same problem with the "Owner" field and I have found a workaround but different than your requirements. Mine was about to assign the owner based on a specific user.

Please have a look at the example below:
List records: 

internalemailaddress eq 'wischbone@microsoft.com'


Capture.JPG
Update record action:
Capture1.JPG

In my example, I've used the "Users" entity inside a list record action and I have filtered the user that needs to be assigned. After that, in my update record action inside the Owner field, I have selected from the dynamic content property "Users" from the list records of the users' entity and as an Owner type "system users". As a result, it works as expected.

I hope it helps!

For the owner field, I typically have to have a "Get Record" action first for the "Users" entity. The specific ID is the "Owner" field you have been trying to use in the "Create Record" step. Once you have the specific user, then do the "Create Record" action and for the owner use this:

systemusers/user

 

The "user" after the slash is from the "Get Record" Users step. Other times I have had to use this for the field:

 

systemusers(user)

Hi @abm  I am trying to create a task for the user who is assigned the support case. 

 

Thanks!

thank you @Julien2  I will try that!

thanks @PowerBack19  I will try that!

Helpful resources

Announcements

Power Platform Connections Ep 15 | L. Baybutt | Thursday, 1 June 2023

Episode Fifteen of Power Platform Connections sees David Warner and Hugo Bernier talk to Microsoft MVP Lewis Baybutt aka Low Code Lewis, alongside the latest news and community blogs.   Use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.        Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse.  This episode premiers live on our YouTube at 12pm PST on Thursday 1st June 2023.  Video series available at Power Platform Community YouTube channel.    Upcoming events:  European Power Platform conference – Jun. 20-22nd - Dublin Microsoft Power Platform Conference – Oct. 3-5th - Las Vegas  Join our Communities:  Power Apps Community Power Automate Community Power Virtual Agents Community Power Pages Community  If you’d like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. We will do our best to address all your requests or questions.  Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse.  This episode premiers live on our YouTube at 12pm PST on Thursday 1st June 2023.  Video series available at Power Platform Community YouTube channel.    Upcoming events:  European Power Platform conference – Jun. 20-22nd - Dublin Microsoft Power Platform Conference – Oct. 3-5th - Las Vegas  Join our Communities:  Power Apps Community Power Automate Community Power Virtual Agents Community Power Pages Community  If you’d like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. We will do our best to address all your requests or questions. 

May 2023 Community Newsletter and Upcoming Events

Welcome to our May 2023 Community Newsletter, where we'll be highlighting the latest news, releases, upcoming events, and the great work of our members inside the Biz Apps communities. If you're new to this LinkedIn group, be sure to subscribe here in the News & Announcements to stay up to date with the latest news from our ever-growing membership network who "changed the way they thought about code".         LATEST NEWS "Mondays at Microsoft" LIVE on LinkedIn - 8am PST - Monday 15th May  - Grab your Monday morning coffee and come join Principal Program Managers Heather Cook and Karuana Gatimu for the premiere episode of "Mondays at Microsoft"! This show will kick off the launch of the new Microsoft Community LinkedIn channel and cover a whole host of hot topics from across the #PowerPlatform, #ModernWork, #Dynamics365, #AI, and everything in-between. Just click the image below to register and come join the team LIVE on Monday 15th May 2023 at 8am PST. Hope to see you there!     Executive Keynote | Microsoft Customer Success Day CVP for Business Applications & Platform, Charles Lamanna, shares the latest #BusinessApplications product enhancements and updates to help customers achieve their business outcomes.         S01E13 Power Platform Connections - 12pm PST - Thursday 11th May Episode Thirteen of Power Platform Connections sees Hugo Bernier take a deep dive into the mind of co-host David Warner II, alongside the reviewing the great work of Dennis Goedegebuure, Keith Atherton, Michael Megel, Cat Schneider, and more. Click below to subscribe and get notified, with David and Hugo LIVE in the YouTube chat from 12pm PST. And use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.         UPCOMING EVENTS   European Power Platform Conference - early bird ticket sale ends! The European Power Platform Conference early bird ticket sale ends on Friday 12th May 2023! #EPPC23 brings together the Microsoft Power Platform Communities for three days of unrivaled days in-person learning, connections and inspiration, featuring three inspirational keynotes, six expert full-day tutorials, and over eighty-five specialist sessions, with guest speakers including April Dunnam, Dona Sarkar, Ilya Fainberg, Janet Robb, Daniel Laskewitz, Rui Santos, Jens Christian Schrøder, Marco Rocca, and many more. Deep dive into the latest product advancements as you hear from some of the brightest minds in the #PowerApps space. Click here to book your ticket today and save!      DynamicMinds Conference - Slovenia - 22-24th May 2023 It's not long now until the DynamicsMinds Conference, which takes place in Slovenia on 22nd - 24th May, 2023 - where brilliant minds meet, mingle & share! This great Power Platform and Dynamics 365 Conference features a whole host of amazing speakers, including the likes of Georg Glantschnig, Dona Sarkar, Tommy Skaue, Monique Hayward, Aleksandar Totovic, Rachel Profitt, Aurélien CLERE, Ana Inés Urrutia de Souza, Luca Pellegrini, Bostjan Golob, Shannon Mullins, Elena Baeva, Ivan Ficko, Guro Faller, Vivian Voss, Andrew Bibby, Tricia Sinclair, Roger Gilchrist, Sara Lagerquist, Steve Mordue, and many more. Click here: DynamicsMinds Conference for more info on what is sure an amazing community conference covering all aspects of Power Platform and beyond.    Days of Knowledge Conference in Denmark - 1-2nd June 2023 Check out 'Days of Knowledge', a Directions 4 Partners conference on 1st-2nd June in Odense, Denmark, which focuses on educating employees, sharing knowledge and upgrading Business Central professionals. This fantastic two-day conference offers a combination of training sessions and workshops - all with Business Central and related products as the main topic. There's a great list of industry experts sharing their knowledge, including Iona V., Bert Verbeek, Liza Juhlin, Douglas Romão, Carolina Edvinsson, Kim Dalsgaard Christensen, Inga Sartauskaite, Peik Bech-Andersen, Shannon Mullins, James Crowter, Mona Borksted Nielsen, Renato Fajdiga, Vivian Voss, Sven Noomen, Paulien Buskens, Andri Már Helgason, Kayleen Hannigan, Freddy Kristiansen, Signe Agerbo, Luc van Vugt, and many more. If you want to meet industry experts, gain an advantage in the SMB-market, and acquire new knowledge about Microsoft Dynamics Business Central, click here Days of Knowledge Conference in Denmark to buy your ticket today!   COMMUNITY HIGHLIGHTS Check out our top Super and Community Users reaching new levels! These hardworking members are posting, answering questions, kudos, and providing top solutions in their communities.   Power Apps:  Super Users: @WarrenBelz, @LaurensM  @BCBuizer  Community Users:  @Amik@ @mmollet, @Cr1t    Power Automate:  Super Users: @Expiscornovus , @grantjenkins, @abm  Community Users: @Nived_Nambiar, @ManishSolanki    Power Virtual Agents:  Super Users: @Pstork1, @Expiscornovus  Community Users: @JoseA, @fernandosilva, @angerfire1213    Power Pages: Super Users: @ragavanrajan  Community Users: @Fubar, @Madhankumar_L,@gospa  LATEST COMMUNITY BLOG ARTICLES  Power Apps Community Blog  Power Automate Community Blog  Power Virtual Agents Community Blog  Power Pages Community Blog  Check out 'Using the Community' for more helpful tips and information:  Power Apps , Power Automate, Power Virtual Agents, Power Pages 

Announcing | Super Users - 2023 Season 1

Super Users – 2023 Season 1    We are excited to kick off the Power Users Super User Program for 2023 - Season 1.  The Power Platform Super Users have done an amazing job in keeping the Power Platform communities helpful, accurate and responsive. We would like to send these amazing folks a big THANK YOU for their efforts.      Super User Season 1 | Contributions July 1, 2022 – December 31, 2022  Super User Season 2 | Contributions January 1, 2023 – June 30, 2023    Curious what a Super User is? Super Users are especially active community members who are eager to help others with their community questions. There are 2 Super User seasons in a year, and we monitor the community for new potential Super Users at the end of each season. Super Users are recognized in the community with both a rank name and icon next to their username, and a seasonal badge on their profile.  Power Apps  Power Automate  Power Virtual Agents  Power Pages  Pstork1*  Pstork1*  Pstork1*  OliverRodrigues  BCBuizer  Expiscornovus*  Expiscornovus*  ragavanrajan  AhmedSalih  grantjenkins  renatoromao    Mira_Ghaly*  Mira_Ghaly*      Sundeep_Malik*  Sundeep_Malik*      SudeepGhatakNZ*  SudeepGhatakNZ*      StretchFredrik*  StretchFredrik*      365-Assist*  365-Assist*      cha_cha  ekarim2020      timl  Hardesh15      iAm_ManCat  annajhaveri      SebS  Rhiassuring      LaurensM  abm      TheRobRush  Ankesh_49      WiZey  lbendlin      Nogueira1306  Kaif_Siddique      victorcp  RobElliott      dpoggemann  srduval      SBax  CFernandes      Roverandom  schwibach      Akser  CraigStewart      PowerRanger  MichaelAnnis      subsguts  David_MA      EricRegnier  edgonzales      zmansuri  GeorgiosG      ChrisPiasecki  ryule      AmDev  fchopo      phipps0218  tom_riha      theapurva  takolota     Akash17  momlo     BCLS776  Shuvam-rpa     rampprakash  ScottShearer     Rusk  ChristianAbata     cchannon  Koen5     a33ik  Heartholme     AaronKnox  okeks      Matren  David_MA     Alex_10        Jeff_Thorpe        poweractivate        Ramole        DianaBirkelbach        DavidZoon        AJ_Z        PriyankaGeethik        BrianS        StalinPonnusamy        HamidBee        CNT        Anonymous_Hippo        Anchov        KeithAtherton        alaabitar        Tolu_Victor        KRider        sperry1625        IPC_ahaas      zuurg    rubin_boer   cwebb365   Dorrinda   G1124   Gabibalaban   Manan-Malhotra   jcfDaniel   WarrenBelz   Waegemma   drrickryp   GuidoPreite   metsshan    If an * is at the end of a user's name this means they are a Multi Super User, in more than one community. Please note this is not the final list, as we are pending a few acceptances.  Once they are received the list will be updated. 

Check out the new Power Platform Communities Front Door Experience!

We are excited to share the ‘Power Platform Communities Front Door’ experience with you!   Front Door brings together content from all the Power Platform communities into a single place for our community members, customers and low-code, no-code enthusiasts to learn, share and engage with peers, advocates, community program managers and our product team members. There are a host of features and new capabilities now available on Power Platform Communities Front Door to make content more discoverable for all power product community users which includes ForumsUser GroupsEventsCommunity highlightsCommunity by numbersLinks to all communities Users can see top discussions from across all the Power Platform communities and easily navigate to the latest or trending posts for further interaction. Additionally, they can filter to individual products as well.   Users can filter and browse the user group events from all power platform products with feature parity to existing community user group experience and added filtering capabilities.     Users can now explore user groups on the Power Platform Front Door landing page with capability to view all products in Power Platform.      Explore Power Platform Communities Front Door today. Visit Power Platform Community Front door to easily navigate to the different product communities, view a roll up of user groups, events and forums.

Microsoft Power Platform Conference | Registration Open | Oct. 3-5 2023

We are so excited to see you for the Microsoft Power Platform Conference in Las Vegas October 3-5 2023! But first, let's take a look back at some fun moments and the best community in tech from MPPC 2022 in Orlando, Florida.   Featuring guest speakers such as Charles Lamanna, Heather Cook, Julie Strauss, Nirav Shah, Ryan Cunningham, Sangya Singh, Stephen Siciliano, Hugo Bernier and many more.   Register today: https://www.powerplatformconf.com/   

Users online (4,021)