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Service | Customer Service, Contact Center, Fie...
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Power Automate Flows to Cust. Service Hub

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Hi all,
 
I am currently identifying opportunities to add a new task that will be assigned to a pre-existing case in our D365 CSHub. Currently the instance is hosted in the cloud and I cannot for the life of me identify where the tasks are being held, Whether thats in a SQL db or in a sharepoint folder like the Cases. 
 
The idea of the flow is to gather information from a handover and then once complete, submit a task and mark said task as complete however any power automate connectors doesn't allow me do do/connect anything.
 
Update: I've identified the folder structure but I am not sure how to correctly input data. 
 
Any help would be amazing!
Cheers,
I have the same question (0)
  • Dengliang Li Profile Picture
    Microsoft Employee on at
    Hi,
     
    Create tasks in Customer Service Hub and the task record data is stored in Dataverse, which is a cloud-based database.
     
    The task entity's REGARDING field allows the task record to be associated with other records.
    A task record can be associated with a specific case.
     
     
    In the Power Automate Flow, associate newly added task record with a specific case.
     
    Best Regards,
    Dengliang Li
     

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