Michael Ghebremedin Dynamics 365 Notes

  Power Automate Flow and Environmental Variables On my last blog I have shown you how to create an Environmental Variable in Dynamics 365 Solution. Now for the second part we are going to focus on how to consume or use the environmental variable in a Power Automate Flow. As you can see in the following image the environment variable will be accessible through the dynamic content, bare in mind you will be able to see the appropriate Environmental variable based the field data type you have selected. In this example we are creating a Task with Subject and Description populated by the Environmental Variables I hope this was helpful on how to use Environmental Variable inside a Power Automate flow, you can addopt this to your specific use case.

Dynamics 365 Power Automate Flow Send Email In This Article we are going to describe a section of Power Automate Flow where we are going to create Email Message for Dynamics 365. Following this approach is going to make sure that the email message generate will be visible in our Activity Feed and the appropriate Email Message record are created in Dynamics 365 1.         Create a New Record a.        Entity Name “ Email Messages ” 2.        Set From, To, Cs and Bcc a.        You can not type email addresses on these fields b.        You are to create a reference to one of the following                                           ...

  Power Automate Flow How to Create Email Message with a Table of list of record.   If you are working on a scenario where you must include a list of records in an email, then I would say keep on reading. Let’s pick a simple scenario, when and account is assigned to a user lets send the list of Contacts associated to the account to the new Owner.   Our next step is going to be , to retrieve all associated Contacts to the account, we are going to use the List records action from the Common Data Service, I prefer to use the Filter Query if you are not comfortable with rest calls just go ahead and use the Fetch Xml Query you can use advance find to build the appropriate Fetch Query   Here there are two options you can take:   Call Create HTML Table and build your table Build a list then pass the list to Create Html Table I personally prefer the second approach, its cleaner, it will give you the ability to select which fields you want to in...

  Create Power Automate Flow that triggers on Demand Let start by finding When a record is Selected     Note :- This component belongs to the old Common Data Service, I have noticed you can use it with the new Common Data Service, which is good in my book.   For our example here we are going to select Accounts as our Entity, you can enter your environment under Environment, it will take the URL of the environment you are targeting. If you have any parameters to pass to the Flow you can select any of the following Inputs         Text         Yes/No         File         Email         Number         Date Text 1.        Add drop-down list options :- will give you the ability to add dropdown values 2.        Add a multi-select list option :- as it name explai...

  How to use Formatted Values in Power Automate Flow Dynamics 365   If you have been working on Power Automate for Dynamics 365 you might have been wandering how you can access a lookup Formatted Value or Option Set formatted values. You can use the following format to access: body(‘{Action Name}’)?[‘{fieldname} @OData.Community.Display.V1. FormattedValue’] You just have to be mindful in Dynamics 365 lookup field name they do not translate to the proper field name, you might have to and an “_” as a prefix and “_value” as a postfix, I will leave that to you.

How to call a Dynamics 365 Action with Input parameters from Logic App or Microsoft Flow On my previous post How to call Dynamics 365 Action from Logic App. I have described how to call an Action from a Logic App or Microsoft Flow. So you can refer that post to set up your configuration. This post is going to be about calling an Action that has Input parameters from Logic App or Microsoft Flow. We are going to use the Http Request. As a Sample Action we are going to create a global Action with 2 Input parameters , S tring EntityReference After we have set up our Http Request with the proper Authentication we will call the Sample Action as follows Parameters Inputs are passed under the body, for any EntityReference the following entries are expected : type → “Microsoft.Dynamics.CRM.{{entity name}} id → Guid as string Happy Coding :)