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Dynamics 365 > "When a record is updated" - provide information regarding which fields were updated

Alternatively, allow us to trigger a flow on the updating of a particular field.

 

Currently, when a Dynamics 365 record is updated, we have no useful information regarding the nature of the change. 

 

 

Status: New
Comments
Anonymous
Not applicable

I imagine that an array containing the names of changed fields would be sufficient. I don't know whether or not this is simple to implement.

New Member

Sounds like a nice to have feature.

Frequent Visitor

It would be good if you could get the old value and the new value. Then you could use it in an email or push notification. Such as status for customer XXX changed from Active to Inactive or something like that.

Advocate II

would be awesome. Have been trying to do this with a flow from dynamics and a microsoft flow. But ran into the problem that processessions can`t be tracked 🙂 hope this feature will come soon.

 

And its already possible within dynamics with the workflows to start when a field is changed. So this must be possible in Microsoft Flow.

Microsoft

My blocker is a specific gap between the existing functionality in Dynamics 365 CRM Workflow and Plugins vs using the current version of the Dynamics/CDS connector for Flow.

  • In traditional Dynamics Workflow and Plugins, I can filter the firing of the event to only specific fields. (e.g. only fire if the customer status changes.) - Without this capability in the Flow connector for D365/CDS, the process fires multiple times whenever a record is touched - regardless of the need - and if the flow's objective is to update the record in dynamics, it results in an infinite loop.

  • The indiscriminate firing of the flow results in an excessively chatty process that restricts its usefulness. (e.g. if I'm paying for a 3rd party geocoding service that is only needed whenever an address is updated, I would be forced to pay for a huge amount of unnecessary usage since the service would be called repeatedly even when the address has not changed.)
Frequent Visitor

allow us to trigger a flow on the updating of a particular field

 

yes please.

I need this feature.

Advocate IV

This feature would be great. This is much needed, please. The majority of my workflows trigger on the update of a field. Once I realised Flow can’t do this, I have continued to use the Dynamics 365 workflows. Fingers crossed this feature appears soon. 

New Member

The lack of this feature will keep us from moving to using Microsoft Flow. We can easily do this with Dynamics 365 workflows, so it's hard to understand why this functionality wasn't added.

Advocate IV

Hello,

 

This might be old news to you all now, but I’ve seen now in Power Automate that Flows can now be started or not started using something called a “Conditional Trigger” on the actual Trigger.

 

What this means is when I add a Trigger to the start of my Flow I can now add some logic to see if the Trigger should fire or not. An example would be if I had a Flow that sent me an email when an Opportunity was updated AND marked as Close Won.

 

Previously, before I discovered Conditional Triggers, the Flow would run every single time an Opportunity was updated. I would have then created a Condition to check if the Opportunity was Close Won. If it wasn’t, the Flow would cancel. But of course, the Flow ran to begin with, costing me one additional run and just seeing redundant.  

This caused me a great deal of frustration as it was just pointless to have the Flow running for no reason. 

Now, this no longer happens when I use a Conditional Trigger. I can put a condition on the actual Trigger to say when an Opportunity is updated check first to see if it is Close Won. If it is, run the Flow; If it isn’t, don’t even start the Flow. 

This is a game changer, as they say. Flow now has the feature I need to stop building workflows in Dynamics and move to the Power Automate for all my asynchronous workflow requirements. 

A couple of things to mention here, is, I believe:

 

- Conditional Triggers, only work with the Common Data Service (Current Environment) connector. 
- Also, the Common Data Service (Current Environment) connector can only be selected when you are creating a Flow within a Solution.

- The experience of creating a Flow compared to creating a workflow in Dynamics is vastly different. Flow has a real learning curve and doesn’t have the easy of use drop down and lookup fields like Dynamics does, so it takes much longer to build a Flow when you are just learning. But it is the future, so better to learn now than later. 

Lastly, below are two great YouTube videos from Audrie Gordon and Jon Levesque from Microsoft’s Power Automate’s team about Conditional Triggers:

 

Audrie’s

https://youtu.be/FcTMBQ9KuUA

 

Jon’s

https://youtu.be/ICQEPSsx-qA

 

Thanks and I hope this helps. 

New Member

Conditional triggers are great, indeed. 

 

However, it would still be really helpful to have a way to identify which fields have actually been updated. Often clients want to be notified about any change around a certain record, but also to identify which field(s) triggered the change so that they can take appropriate action quickly.

 

A simple example (from Dynamics HR): I would like to inform the HR department with a flow every time a bank account detail or an address has been changed by an employee via the employee self service. Every field change is relevant, because it might trigger other processes outside of the system. Not knowing what was the object of the change means the HR employee will need to go through every field to compare the old and new record. 

 

Something similar has now been implemented for sharepoint but is not available in CDS:

https://powerusers.microsoft.com/t5/Power-Automate-Ideas/Modified-trigger-should-give-previous-value...