cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
dumber_texan2
Frequent Visitor

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
v-yamao-msft
Community Support
Community Support

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
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Helpful resources

Announcements
Microsoft 365 Conference – December 6-8, 2022

Microsoft 365 Conference – December 6-8, 2022

Join us in Las Vegas to experience community, incredible learning opportunities, and connections that will help grow skills, know-how, and more.

Difinity Conference 2022

Difinity Conference 2022

Register today for two amazing days of learning, featuring intensive learning sessions across multiple tracks, led by engaging and dynamic experts.

European SharePoint Conference

European SharePoint Conference

The European SharePoint Conference returns live and in-person November 28-December 1 with 4 Microsoft Keynotes, 9 Tutorials, and 120 Sessions.

Users online (1,564)