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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Edit the contact creat...
Service | Customer Service, Contact Center, Fie...
Answered

Edit the contact created when automatically creating a case

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Posted on by Community Member

Hi,

I was wondering how the "Mapping in Power Automate manually" works. What I'm trying to do is also create a contact automatically, but tag that specific contact with a Contact Type, for example, Contact type: Patient

pastedimage1631851207946v1.png

Does this create a flow automatically like the one below when creating a rule? Or am I to create my own flow? If so, what entities will I be using here? 

pastedimage1631851290846v2.png

Edit: I might have posted the subject incorrectly. 

Subject changed from: "Record Creation and Update Rule Advanced Settings: Manage Unknown Senders by 'Mapping in Power Automate Manually'" to "Edit the contact created when automatically creating a case"

  • Verified answer
    Community Member Profile Picture
    Community Member on at
    RE: Edit the contact created when automatically creating a case

    Hi JoeyLP,

    If so, you could modify this flow and add your step to it.

    For example:

    you can modify the contact type when creating the case as the following screenshot shows

    pastedimage1632295547778v1.png

  • Community Member Profile Picture
    Community Member on at
    RE: Record Creation and Update Rule Advanced Settings: Manage Unknown Senders by "Mapping in Power Automate Manually"
    [quote user="Steve Zhao"]

    Hi JoeyLP,

    No, you just need to open the flow and modify the Create a record (don't rename this step) in it.

    Please refer to this doc: Automatically create or update records in Customer Service Hub (Dynamics 365 Customer Service) | Microsoft Docs.

    [/quote]

    I've followed this part of the document multiple times. But after realizing that the title says, Mapping in Power Automate Manually, I might have titled this post incorrectly. What I'm looking for is to either update the contact type of the recently created contact or simply have that contact type upon creating the contact when creating the case.

  • Community Member Profile Picture
    Community Member on at
    RE: Record Creation and Update Rule Advanced Settings: Manage Unknown Senders by "Mapping in Power Automate Manually"
    [quote user="Ram Prakash"]

    Hello,

    No, it will show up a Link, you need to configure the POWER AUTOMATE by opening the LINK

    Please mark as Answer if it is helpful and provide Kudos

    Subscribe : www.youtube.com/.../UCnGNN3hdlKBOr6PXotskNLA

    Blog : microsoftcrmtechie.blogspot.com

    [/quote]

    Thank you for replying. I'm not sure if I understand, but the power automate flow that was opened was for creating a case, not the contact. And in that flow, I do not see a part where it creates the contact. It only verifies if the contact exists. I can't find the flow to create a contact.

  • Community Member Profile Picture
    Community Member on at
    RE: Record Creation and Update Rule Advanced Settings: Manage Unknown Senders by "Mapping in Power Automate Manually"

    Hi JoeyLP,

    No, you just need to open the flow and modify the Create a record (don't rename this step) in it.

    Please refer to this doc: Automatically create or update records in Customer Service Hub (Dynamics 365 Customer Service) | Microsoft Docs.

  • Ram Prakash Profile Picture
    Ram Prakash 2,287 on at
    RE: Record Creation and Update Rule Advanced Settings: Manage Unknown Senders by "Mapping in Power Automate Manually"

    Hello,

    No, it will show up a Link, you need to configure the POWER AUTOMATE by opening the LINK

    Please mark as Answer if it is helpful and provide Kudos

    Subscribe : www.youtube.com/.../UCnGNN3hdlKBOr6PXotskNLA

    Blog : microsoftcrmtechie.blogspot.com

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