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Retrieve all activities for a specific account with Power Automate

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Posted on by Jellew

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I want to retrieve all activities for a specific account using a Power Automate Flow, is that possible?

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Bipin D365 28,983 Moderator on at

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Hi,

You can use List records action and filter the record by regarding field

powerusers.microsoft.com/.../678478

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Yuri ji on at

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Hi Jellew,

I agreed with what Bipin said and then I tested successfully.

You could follow my steps below to try it out:

1. Create a flow, for ease of testing I chose "Manually trigger a flow" as the trigger. If you have special needs you can choose another one.

2. Create a new step “List rows”, choose an entity. Use “Filter rows” to filter a specific account.

You can find GUID at this account’s URL

3. Select an option “Create HTML table” to view the results. You can choose how you want to view the results according to your own needs.

Value: @{outputs('List_rows')?['body/value']}

Owner: @{item()?['_ownerid_value@OData.Community.Display.V1.FormattedValue']}

Regarding: @{item()?['_regardingobjectid_value@OData.Community.Display.V1.FormattedValue']}

ActivityType: @{item()?['activitytypecode’]}

Subject: @{item()?['activitytypecode’]}

4. Select “Test” in the upper-right corner to test the functionality.

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Jellew 153 on at

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When create a flow like yours, I don't get any data back, and I know that there is activities on this account.

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Jellew 153 on at

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Is there an easier way to export all activities on a account, it's for GDPR, we need to be able to export all to files.

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KK-365 1,010 on at

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If you want to export all activities specific to an Account, please follow the below steps:

Step 1: open Advance Find

Step 2: Select Look for Activities, and search for "In related section, choose Regarding Account".

Step 3: Select regarding account contains data and search for Account name Equals "XXXX". click Result.

If you need, you can also update the columns you want to export.

DO mark this answer Verified, you this solve your problem.

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Jellew 153 on at

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Thanks for the reply, but I don't get any data if add an Account Name (Number)

If i do the query without the Account name filter, and then add the columns to the view I get data and can see the Account name in the column. Any idea?

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Bipin D365 28,983 Moderator on at

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Hi,

Can you please share the result screenshot without Account number filter condition

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