Skip to main content
Dynamics 365 general forum
Suggested answer

How to create a Power Automate flow that will do the following

editSubscribe (0) ShareShare
ReportReport
Posted on by 2,611

Hello,

I need to create a flow of some sort, that will start at the project entity and grab some fields from that record, then go to the Account record, and get some field values there, then go to a few other entities and get values there.  How can I do this?

  • Suggested answer
    Nya Profile Picture
    Nya 29,043 on at
    RE: How to create a Power Automate flow that will do the following

    Hi USA80,

    For example, the flow is triggered when a new Contact record is created.

    pastedimage1646199560704v2.png

    Account records whose name equals to Acc 01 are listed.

    pastedimage1646199523204v1.png

    Update the Company name field of the Contact record with the Account record.

    The expression is /accounts(Account). The Account here can be found in the right-hand list.

    The fields are grouped according to the step names above.

    pastedimage1646199790657v3.png

  • USA80 Profile Picture
    USA80 2,611 on at
    RE: How to create a Power Automate flow that will do the following

    But how can I keep going further down the path with fields that are lookups?  

  • Suggested answer
    Nya Profile Picture
    Nya 29,043 on at
    RE: How to create a Power Automate flow that will do the following

    Hi USA80,

    You can use the following action in Power Automate.

    Use lists of rows in flows - Power Automate | Microsoft Docs

    pastedimage1646036246465v2.png

    pastedimage1646036274065v3.png

    For example, to list all the records including all the fields of Account entity.

    pastedimage1646036216352v1.png

    Additional options can be added in "Show advanced options".

    pastedimage1646036438225v4.png

Helpful resources

Quick Links

What Motivates a Super User?

We know many of you visit the Dynamics 365 Community and Power Platform…

Demystifying Copilot with Sundar…

Industry experts answer burning questions directly from our amazing Community…

Enabling Copilot Case and Conversation…

Agents can easily recap an ongoing chat, transcribe a voice conversation…

Leaderboard

#1
Andre Arnaud de Calavon Profile Picture

Andre Arnaud de Cal... 282,978 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 222,562 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,138

Product updates

Dynamics 365 release plans