cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Dan_B
Helper I
Helper I

Very new to Power Automate combined with Dynamics - a Hello and some general questions if I may.

Good morning, Afternoon, evening all.

 

I'm Dan, from the UK, and (This sounds like a self help sessions!) have been tasked with looking at using Power Automate predominantly to try and remove a load of manual tasks from their day to day life.

 

Firstly to save them loads of time, and make sure things are done in a timely manner, and also vastly reduces the chances of human error.

 

I spent some time with one of the highly skilled developers last autumn, or fall if you prefer, but due to work commitments since then have not been able to put much into practice.

 

I did start it just before Christmas, but I have to be honest I've been feeling pretty under pressure, and like I was getting nowehre fast - inflaming the situation is that we are all working from home remotely currently, where as in the old world I would and could have sat down with my manager/colleagues and friends and tried to bounce some ideas around to make some progress.

 

Instead I have been trying my best at home (Which is my own fault) and not getting anywhere as far along as I would like - I'm still on my first flow!

 

I spent 2.5 hours this afternoon with my manager this afternoon which was REALLY useful, so good to have a 2nd pair of eyes, plus he has a lot of dynamics experience, as well as the workflows in Dynamics, and these seem to be along the same lines construction wise.

 

I guess I'm asking if there are any failsafe, or goto methods you guys and gals use, that help you in the day to day creation of flows.

 

I have over 100 to create, but suspect a lot of them will be fairly similar format wise, so many can be created from a template, with a few alterations, but at the moment I am starting from nothing.

 

My biggest challenge currently is probably fairly basic, trying to figure out what Actions to use in the flow - is there a reliable one for 'getting data' out of the dynamics system?

The developer I spoke with said you had to perform a get data action or actions, and then you could refer to these in subsequent steps when you wanted to pull certain values back, such as contact e-mail details for example.

 

To give some idea of what my first task is:

 

We have a property sales form - when 3 of these fields (Adverturllink = notnull, advertdate = notnull, advertlisted = yes) have the value updated/populated, we want the system to pick this up, generate an e-mail to come from a generic inbox, and then e-mail the current property owner from a template to say that the listing is live, and here is the URL etc.

 

Has anyone created e-mail templates within Dynamics, and then know how to reference them within the Flow, presumably there is some kind of template identifier by which you can call the template, but perhaps I need to perform a get data beforehand to give me access.

 

Sorry if this is all a bit of a jumble and a brain dump, and this may all be too much all at once, but feeling a bit more optimistic after todays session, and wanted to see if I could further my good mood!

 

Thank you in advance,

 

Dan

3 REPLIES 3
Mira_Ghaly
Multi Super User
Multi Super User

Hi @Dan_B 

 

I will try to answer briefly your questions:

My biggest challenge currently is probably fairly basic, trying to figure out what Actions to use in the flow - is there a reliable one for 'getting data' out of the dynamics system?

 

To work with Dynamics system you need to use the CDS(Current Environment Connector)

https://docs.microsoft.com/en-us/connectors/commondataserviceforapps/

 

We have a property sales form - when 3 of these fields (Adverturllink = notnull, advertdate = notnull, advertlisted = yes) have the value updated/populated, we want the system to pick this up, generate an e-mail to come from a generic inbox, and then e-mail the current property owner from a template to say that the listing is live, and here is the URL etc.

You need to setup your flow to work on the trigger when a row is created updated or deleted

https://docs.microsoft.com/en-us/connectors/commondataserviceforapps/#when-a-row-is-created,-updated...

You need to set the filtering attributes to the above fields so it only triggers it when any of these fields are changed; of course you need to Supply Schema Names of these attributes and also you need to add Filter Expression so it applies your condition above , to Generate the filter expression it needs to be an ODATA Filter Expression.

Please check below about using Data Filters

https://sharepains.com/2019/06/10/microsoft-flow-filter-queries-in-the-list-records-action-in-the-co...

 

 

 

Has anyone created e-mail templates within Dynamics, and then know how to reference them within the Flow, presumably there is some kind of template identifier by which you can call the template, but perhaps I need to perform a get data beforehand to give me access.

 

You can check the below Nice Video that describes how to generate a template and use it in Power Automate.

https://www.youtube.com/watch?v=yZk1shxuYIM

And Also this Blog Post

https://www.inogic.com/blog/2020/09/power-automate-send-an-email-using-the-email-template-part-1/

 

 

Hope this gives a Kick Start and Good Luck in your Journey!

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here

Hello @Mira_Ghaly thankyou so much for taking the time to make such a detailed reply, to what I fully appreciate was a pretty vague set of questions.

 

I've already had a look at some of the links you kindly posted, and I think there is a lot of information in there that will be VERY useful to me, thank you so much.

 

One thing I forgot to mention is that I was told I could use code from fetchxml within the Query section, but that currently that has been erroring for me, saying it can't find the entity.

 

I know the code must be right, as I created an advanced find in dynamics, saved it, and then opened it up within fetchxml - I also tried just downloading it direct from the browser, and this also seemed to work, so not sure if one method is favourable over the other or not?

 

I suspect my issue was caused by the lack of the Current Environment Connector, so that will be my next port of call.

I've set up a solution, and if I understand it correctly, I need to create the flow from within that solution.

 

Thanks again & I will likely come back to bore you with the outcome 🙂

 

Dan

@Dan_B

YEs it is always recommended to create any component from within a solution so that you can easily later move across environments. 

To use the FetchXML in your List rows action is only supported in CDS current environment connector.

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here

Helpful resources

Announcements

Celebrating the May Super User of the Month: Laurens Martens

  @LaurensM  is an exceptional contributor to the Power Platform Community. Super Users like Laurens inspire others through their example, encouragement, and active participation. We are excited to celebrated Laurens as our Super User of the Month for May 2024.   Consistent Engagement:  He consistently engages with the community by answering forum questions, sharing insights, and providing solutions. Laurens dedication helps other users find answers and overcome challenges.   Community Expertise: As a Super User, Laurens plays a crucial role in maintaining a knowledge sharing environment. Always ensuring a positive experience for everyone.   Leadership: He shares valuable insights on community growth, engagement, and future trends. Their contributions help shape the Power Platform Community.   Congratulations, Laurens Martens, for your outstanding work! Keep inspiring others and making a difference in the community!   Keep up the fantastic work!        

Check out the Copilot Studio Cookbook today!

We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience!    Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up?   Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery   Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen.   Don't miss your moment--start submitting in the Copilot Cookbook Gallery today!     Thank you,  Engagement Team

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community.  We can't wait to see what you "cook" up!    

Welcome to the Power Automate Community

You are now a part of a fast-growing vibrant group of peers and industry experts who are here to network, share knowledge, and even have a little fun.   Now that you are a member, you can enjoy the following resources:   Welcome to the Community   News & Announcements: The is your place to get all the latest news around community events and announcements. This is where we share with the community what is going on and how to participate.  Be sure to subscribe to this board and not miss an announcement.   Get Help with Power Automate Forums: If you're looking for support with any part of Power Automate, our forums are the place to go. From General Power Automate forums to Using Connectors, Building Flows and Using Flows.  You will find thousands of technical professionals, and Super Users with years of experience who are ready and eager to answer your questions. You now have the ability to post, reply and give "kudos" on the Power Automate community forums. Make sure you conduct a quick search before creating a new post because your question may have already been asked and answered. Galleries: The galleries are full of content and can assist you with information on creating a flow in our Webinars and Video Gallery, and the ability to share the flows you have created in the Power Automate Cookbook.  Stay connected with the Community Connections & How-To Videos from the Microsoft Community Team. Check out the awesome content being shared there today.   Power Automate Community Blog: Over the years, more than 700 Power Automate Community Blog articles have been written and published by our thriving community. Our community members have learned some excellent tips and have keen insights on the future of process automation. In the Power Automate Community Blog, you can read the latest Power Automate-related posts from our community blog authors around the world. Let us know if you'd like to become an author and contribute your own writing — everything Power Automate-related is welcome.   Community Support: Check out and learn more about Using the Community for tips & tricks. Let us know in the Community Feedback  board if you have any questions or comments about your community experience. Again, we are so excited to welcome you to the Microsoft Power Automate community family. Whether you are brand new to the world of process automation or you are a seasoned Power Automate veteran - our goal is to shape the community to be your 'go to' for support, networking, education, inspiration and encouragement as we enjoy this adventure together.     Power Automate Community Team

Hear what's next for the Power Up Program

Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram, including a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the link below to sign up today! https://aka.ms/PowerUp  

Tuesday Tip | How to Report Spam in Our Community

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report.   Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone.   Thank you for helping us keep the community clean and useful!

Users online (4,979)