Insert row in hide table

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Posted on by DiePic

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Hi all

I've a personal USERcustomized table where I can indicate which user can have access to the opportunity.

How can I insert in table principalobjectaccess only the user with right conditions?

thanx for any solution or suggestion.

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a33ik 84,331 Most Valuable Professional on at

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Hello,

There is no way to insert records directly but you can do it using special messages. I'm not sure which approach you want to use. Here are a few ways of doing that:

learn.microsoft.com/.../sample-share-records-using-grantaccess-modifyaccess-revokeaccess-messages

onlinemgblog.wordpress.com/.../

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DiePic 448 on at

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Hi a33ik

first many thanx for all your answers. I'm not so many time that work with D365s (a few months) and I'm not so practical.

The 2nd approach seems better and more understandable than the 1st, for me.

This is my scenario: in my company sellers want select from a restricted list of users (inserted in the USERcustomized) and want activate acces to opportunity to the user selected with a Yes/No button.

So I must create a flow that insert from the list in USERcustomized to principalobjectaccess, all the users that have button in yes mode.

This is beyond my knowledge.

Can you help me with an example?

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a33ik 84,331 Most Valuable Professional on at

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I'm not fully confident about what you mean by "User Customized" - is it a table or what? What is "Users selected with a Yes/No button"?

Isn't it easier to use OOB "Share" mechanism - www.youtube.com/watch

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DiePic 448 on at

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Thanx for your help a33ik

"USERcustomized" is my custom table

"Users selected with a Yes/No button" is the row inside my custom table, that contain "User Name" and a "selection button" set to yes

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a33ik 84,331 Most Valuable Professional on at

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I still have an impression that you're reinventing the wheel. Did you check the video that I send in the last reply? Can you explain why do you need this custom table and automation in order to implement something that exists already?

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DiePic 448 on at

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Hi a33ik

you are right for me, but it is not my decision.

I think because we have a long list of users (in custom table the list is restricted) in the domain and because in the new way the sellers are obliged and have no excuses and have to enter all the data that the manager needs.

Please, can you help me to create a flow that insert the users from custom table to POA table?

thanx in advance

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a33ik 84,331 Most Valuable Professional on at

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Ok. I get this.

So:

1. You should create Power Automate with "On Create" trigger for your custom table record.

2. Check if the checkbox (yes/no) flag is set.

3. Get the user from the "User Name" field.

4. Use the article that I provided earlier to grant access to the opportunity.

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DiePic 448 on at

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Hi a33ik

waiting for your reply, I try this, but in italian version I'm not able to find "Common Data Services" ....

do you know how I can find the the correspondent in Italian??

_____________________________________________________________

I find it by my self

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a33ik 84,331 Most Valuable Professional on at

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It used to be called "Common Data Service", now it's called "Dataverse". I don't know Italian so I believe that's what you are looking for.

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DiePic 448 on at

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Hi a33ik

I try with the only way I can understand the code a little (https://onlinemgblog.wordpress.com/2020/07/20/power-automate-share-record-using-unbound-action/), but I can't find a way to a good result.

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