Dynamics Community Forum Thread Details

2 MS Flow issues: Flow button not appearing in list + converting to PDF on a "Apply to Each"

Hi there

I've seen the blog posts on how to convert an attached Notes document in Dynamics 365 to PDF.

All of these posts have it where the Trigger is "When a record (i.e. Note record) is created".

I have the requirement to trigger this operation by the end user i.e. using a Flow button.

When I use the (showing as deprecated) Dynamics 365 Button trigger, the Flow is listed in Dynamics.

However, when I use the Common Data Service Button trigger, the Flow is not available within Dynamics.

Any ideas?

Secondly, I'm getting an error when trying to convert the attached Note document on a Dynamics record, to PDF.

I've setup the first 2 steps (using the Dynamics 365 connector, as the Common Data Service one doesn't result in the Flow being visible in Dynamics) as shown in the screenshot below - these execute as expected:

My next step is to get a list of all the Notes records returned and then to perform the Convert to PDF action on each result.

However, I get an error when trying to do the convert to PDF step. I can see it's got to do with how I pass the Body of the Notes record, but I don't know how to fix this.