Skip to main content

Posts

Showing posts with the label Microsoft Flow

How to deactivate Opportunity in Dynamics 365 with Power Automate Flow

  How to deactivate Opportunity in Dynamics 365 with  Power Automate Flow   This is going to be a simple article, to deactivate an Opportunity in Dynamics 365 through power Automate Flow, you just have to create an Opportunity Close Activity record   Make sure Status and Status Reason are properly set. Opportunity = opportunities({Guid of Opportunity})  

Dynamics 365 Power Automate Flow Send Email

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.

  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...

How to call a Dynamics 365 Action with Input parameters from Logic App or Microsoft Flow

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 :)