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mah
Level: Powered On

Filtering leads by user in Dynamics

I am trying to create a flow that is triggered by the creation of a new lead or change to a lead.  I have been successful in doing this but I would also like to determine the number of open leads that the user has and return the number in the email as well.  If this is possible "what" eq "what" in the Filter Query?  thx

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support Team
Community Support Team

Re: Filtering leads by user in Dynamics

Hi @mah,

 

Do you want to determine the number of open leads that the current user has?

I have made a test on my side and the flow works well. Please take a try with the following workaround:

  1. Add “When a record is created or updated (Preview)” trigger, specify Organization Name, set Entity Name to Leads.
  2. Add “Get record” action, specify Organization Name and Entity Name. Item identifier set to Lead content of above trigger.
  3. Add “List records” action, specify Organization Name and Entity Name. In Filter Query field, type the following formula:5.JPG
  4. Add “Send an email” action

 Image reference:6.JPG

 7.JPG

 

 

The flow works successfully as below:8.JPG

 

Best regards,

Kris

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

1 REPLY 1
Community Support Team
Community Support Team

Re: Filtering leads by user in Dynamics

Hi @mah,

 

Do you want to determine the number of open leads that the current user has?

I have made a test on my side and the flow works well. Please take a try with the following workaround:

  1. Add “When a record is created or updated (Preview)” trigger, specify Organization Name, set Entity Name to Leads.
  2. Add “Get record” action, specify Organization Name and Entity Name. Item identifier set to Lead content of above trigger.
  3. Add “List records” action, specify Organization Name and Entity Name. In Filter Query field, type the following formula:5.JPG
  4. Add “Send an email” action

 Image reference:6.JPG

 7.JPG

 

 

The flow works successfully as below:8.JPG

 

Best regards,

Kris

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

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