Has anyone had an issue with SharePoint to Dynamics CRM online where a Workflow that's supposed to run when a 'Record is created' will NOT run when the record is created by Flow? The Workflow triggers when I create the record from within CRM manually...
Thanks
Solved! Go to Solution.
@v-micsh-msft , I figured it out, thanks for helping. Issue was on the CRM side...
Have a good one.
C
Hi @charliebyrd,
Could you please share more details about the Flow configuration, or errors from Microsoft Flow notifications?
If you mean the Flow trigger when a Record is created in Dynamics 365 won't work here, and I assume the Flow should be based on the following template?
Create a SharePoint item based on a Dynamics CRM record
If it is, and you have created the corrseponding record under Dynamics 365 entity, there should be running details logged under Microsoft Flow:
If possible, please share the error message logged there.
Regards
Hello, @v-micsh-msft,
The flow is going in the opposite direction: When I create a new item in SharepPoint list (from a PowerApp), a corresponding Lead is created in Dynamics.
The Lead is created just fine in Dynamics by Flow, but a Workflow set to run when a Lead is created does not trigger when coming from Flow. If I create a Lead in CRM manually, the Workflow runs normally, so the issue is not with the Dynamics Workflow.
The Flow creates no errors.
Thanks for your reply.
Hi @charliebyrd,
Could you please explain a bit regarding the workflow created here?
"a Workflow set to run when a Lead is created does not trigger when coming from Flow. If I create a Lead in CRM manually, the Workflow runs normally, "
Is this workflow created under Dynamics 365 only? If this is the flow managed by Dynamics 365, then I think you'd better ask in the Dynamics CRM forum for better assistance.
https://community.dynamics.com/crm
By the way, would this flow be possible to accompulish through Microsoft Flow?
Regards
Hey @v-micsh-msft thanks for getting back to me.
The CRM Workflow (not Flow) is in Dynamics 365 CRM and it's supposed to run when a Lead is created.
The CRM Workflow does NOT RUN when a CRM Lead is created BY FLOW
The CRM Workflow DOES RUN if a I create a Lead Manually in CRM.
So, there is somehthing going on with FLOW that does not allow the CRM Worflow to trigger when a Lead is created...
Thanks.
@v-micsh-msft , I figured it out, thanks for helping. Issue was on the CRM side...
Have a good one.
C
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