How to set account status (Active or inactive) based on number of invoices in a set period of time?

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Posted on by Patrick Mandengue

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Hi,

I want to be able to segregate my accounts based on their activity. If an active account has less than 5 invoices in 6 months, I want its status to change to Inactive. Check should happen every month.

Thank you!

Patrick

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Bipin D365 28,985 Moderator on at

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Hi,

You can create Schedule flow to run every month.

docs.microsoft.com/.../run-scheduled-tasks

then use List rows to fetch active accounts. Loop through each account and fetch related invoices created in last 6 months using fetch xml which are associated to account

- then check count of invoices by using conditions

- If count<5 deactivate account else do nothing

Condition ->

length(body('List_rows_2')?['value'])

Get Count of List rows -

https://d365demystified.com/2020/05/20/get-count-of-records-retrieved-in-cds-connector-in-a-flow-power-automate/

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Patrick Mandengue 155 on at

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Thank again! I am still working on it and I would like ot know what is the actual full expression in the last condition: Fx Length(....)?

length ('Value') from previous output?

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Bipin D365 28,985 Moderator on at

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HI,

Please see below the expression I used to check count of records -

length(body('List_rows_2')?['value'])

List_rows_2 -> My List Row action name so if you are renaming this to something else then you will need to update the formula as well.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/

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Patrick Mandengue 155 on at

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Please can you help here. where can I find the settings to configure the buffer please. I have more than 10,000 lines in my Account table to run everyday to check the status based on their activity.

Thanks.

Patrick

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Amit Katariya007 10,409 Moderator on at

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Hello Patrick,

You can use the Pagination where u can override the default fetch record count. Please refer article to update the pagination.

powerusers.microsoft.com/.../1258148

Thank you,

Amit katariya

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Patrick Mandengue 155 on at

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I still a weird error message. Please can you help?

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Bipin D365 28,985 Moderator on at

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Hi,

Can you please share list rows filter rows property value ?

I think you are missing paranthesis or you are having extra paranthesis.

_customerid_value try this.

You can use Fetch XML builder in xrmtoolbox to generate the query.

Thanks,

Bipin

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Patrick Mandengue 155 on at

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This is the error message: ')' or operator expected at position 13 in '( customerid value eq 8edd6738-d8c9-eb11-bacc-000d3a231383 and Microsoft.Dynamics.CRM.LastXMonths(PropertyName='createdon',PropertyValue=6))'.

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