cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Jlannes
New Member

Flow for Dynamics CRM New Record

For whatever reason, my company's implementation of Dynamics does not allow us to receive emails when certain criteria are met (for example, a new sales opportunity for the product category I manage). I am not sure if that is standard or a modification.

 

I would like to set up a Flow that lets me know when a record that meets certain criteria is either created or updated. I have tried using the existing Flow "When a record is created" with a filter criteria on a field associated with the record, but I do not receive any notifications when new records are created that meet the criteria.

 

Has anyone created this kind of Flow? Any help is appreciated.

2 REPLIES 2
v-micsh-msft
Community Support
Community Support

This should be mostly relates to the condition part.

Please check the following article for more details about how to use Expressions in Flow condition:

Use expressions in conditions to check multiple values

 

Post back if you need any further help on this.

 

Regards,

Michael

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

Thank Michael,

 

That link looks like it will be very useful. I decided to try to delete all conditions to see if I could get a notice of when any opportunity record was created, and it bounced back as an error. My issue might be more fundamental that filtering for a condition. It looks like a 403 error. I might need to work with my IT on this:

 

403 error.jpg

Helpful resources

Announcements
UG GA Amplification 768x460.png

Launching new user group features

Learn how to create your own user groups today!

Community Connections 768x460.jpg

Community & How To Videos

Check out the new Power Platform Community Connections gallery!

M365 768x460.jpg

Microsoft 365 Collaboration Conference | December 7–9, 2021

Join us, in-person, December 7–9 in Las Vegas, for the largest gathering of the Microsoft community in the world.

Top Solution Authors
Top Kudoed Authors
Users online (1,139)