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AishaD365
Regular Visitor

Creating Records in Dynamics 365

Hi,

I am really new with BOT. I just build my first Bot related to property managment software of my company.it just extracts info from D365 and display in bot.

Now i want to create a maintenance request in D365 by taking input from users through the bot.

which means i want to create records in D365.

can someone guide me please

thanks in advance

1 ACCEPTED SOLUTION

Accepted Solutions
renatoromao
Super User
Super User

Hi @AishaD365 ,

 

Inside PVA bots, if you want to do anything on another platform (e.g. Dynamics, SharePoint, Excel, etc) you will need to use the Power Automate actions.

https://docs.microsoft.com/en-us/power-virtual-agents/advanced-flow/?WT.mc_id=BA-MVP-5003806

 

Create a flow that creates a record into the Dataverse: https://docs.microsoft.com/en-us/power-automate/dataverse/overview#overview-of-actions?WT.mc_id=BA-M... 

 

Let me know if you have any questions.


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+2.650 students) : English | Português

View solution in original post

2 REPLIES 2
renatoromao
Super User
Super User

Hi @AishaD365 ,

 

Inside PVA bots, if you want to do anything on another platform (e.g. Dynamics, SharePoint, Excel, etc) you will need to use the Power Automate actions.

https://docs.microsoft.com/en-us/power-virtual-agents/advanced-flow/?WT.mc_id=BA-MVP-5003806

 

Create a flow that creates a record into the Dataverse: https://docs.microsoft.com/en-us/power-automate/dataverse/overview#overview-of-actions?WT.mc_id=BA-M... 

 

Let me know if you have any questions.


Did I answer your question? Mark my post as a solution!
Thanks!

Renato Romão,

Connect with me here 😉

Power Virtual Agents course (+2.650 students) : English | Português

View solution in original post

Thanks for those link.It have really help me solving my query

Thanks again!!

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