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Add note at Dynamics 365 with Power Automate

Posted on by 3,962

Hi guys,

I have a simple question...

It's possible create a note at timeline in Dynamics 365 using power automate??

If yes, How I can do it ?

  • Suggested answer
    jaykumar Profile Picture
    jaykumar 15 on at
    RE: Add note at Dynamics 365 with Power Automate

    Yes, this is possible. You can create the Notes for the entity, which will be associated in their timeline.

    pastedimage1681805995661v1.png 

    Associate the Account Id ( you can do the same for other entity as well) as shown in the screenshot below:-

    pastedimage1681806146401v2.png

  • RE: Add note at Dynamics 365 with Power Automate

    @Mira_Ghaly  - just the answer I was looking for. Thank you!

  • Verified answer
    RE: Add note at Dynamics 365 with Power Automate

    @Gabriel140202 

    yes it is possible 

    Please use the Create Row record from the CDS current environment connector and make sure you are creating your flow inside a solution , you can use the document property if you want to create the note with attachment.

    Mira_Ghaly_0-1615586166063.png

     

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