How to add Automatic Record Creation Rule + Flow into a solution?

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Posted on by Joshua-Lehmann

Hello

I need to configure and test a more complex automatic case creation rule in our test instance. I want to add this automatic record creation rule and the flow it created into a solution, so that I can import it into production enviroment later. So I do not have to reconfigure everything again.

Detailed explanation what I am trying to do:

I open customer serivce hub
Going in the service management
Going to automatic record creation and update rules
Creating a new Rule
Creating a new condition and clicking save
Now PowerAutomate will generate a flow in the default solution and internally links it to this rule somehow
Now I edit this flow and make my case creation etc.
My goal now: Get the rule and and also the created flow into my own solution, so I can export it and import it in to another D365 instance
After import it is important that the flow is linked with my case creation rule, else it wont work.

Any suggestions on how this can be done?

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Answers (1)

Joshua-Lehmann 75 on at

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RE: How to add Automatic Record Creation Rule + Flow into a solution?

Hi PG

Thanks a lot for this suggestion, it worked for me! I searched in the new solution interface, where I was not able to add my rule, but thanks to your screenshot I was able to add it in the classic solution view. It even asked me if I want to add requiered components and I said yes and it added the process (condition) and the flow belonging to the rule automatically to my solution!

Best regards

Joshua
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Pankaj Gogoi 3,177 on at

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RE: How to add Automatic Record Creation Rule + Flow into a solution?

Hi Joshua,

You can use this to add the Record creation rule.

To Add the flow, you can navigate to

1. https://flow.microsoft.com

2. Select your environment.

3. Export it as Logic Apps Template

Or

4. Open the solution and add the flow.

Best Regards

PG