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How to create a Dynamics CRM 365 Activity using Microsoft Flows

I'm using a custom Activity to send and receive SMS text messages. I now want to create an SMS Activity using Microsoft Flows. 

 

Step 1) I created an HTTP Request with the following JSON. I'm passing the mobile phone number (mobilephone) and the sms message (description).  

 

{

"definitions": {},

"$schema": "http://json-schema.org/draft-06/schema#",

"$id": "http://example.com/example.json",

"type": "object",

"properties": {

"mobilephone": {

"$id": "/properties/mobilephone",

"type": "string",

"title": "The Mobilephone Schema.",

"description": "An explanation about the purpose of this instance.",

"default": "",

"examples": [

""

]

},

"description": {

"$id": "/properties/description",

"type": "string",

"title": "The Description Schema.",

"description": "An explanation about the purpose of this instance.",

"default": "",

"examples": [

""

]

}

}

}

 

Step 2) Get a record

 

Organization Name: *********
Entity Name: Contacts
Item identifier: The Mobilephone Schema.

 

Step 3) Create a new record.

 

Organization Name: ************

Entity Name: Activities

Subject: Inbound SMS

Description: The Description Schema.

Regarding: Full Name

 

Is this correct? Am I missing anything?

Will this Flow get the correct Contact from the database based on Mobile Phone? If so, can I then create the SMS Activity using the Last Name as the Regarding or do I need some sort of Contact Guid?

 

Thanks! Any help is much appreciated. I've worked with Logic Apps, but this seems to be completely different.

 

1 REPLY 1
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Community Support
Community Support

Re: How to create a Dynamics CRM 365 Activity using Microsoft Flows

Hi dumber_texan2,

 

Please try to use the action “List records”. After the action, add a Condition to get the record that has the same mobile phone with the trigger.


Under If yes branch, add the action “Create a new record”. Then you could use the dynamic content unique identifier of the contact for the regarding field.


Please try if this will work for you and feel free reply if you need more help.

 

Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
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