Skip to main content

Notifications

Announcements

No record found.

Service | Customer Service, Contact Center, Fie...
Unanswered

Power Automate Flows to Cust. Service Hub

Posted on by 2
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,
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Power Automate Flows to Cust. Service Hub
    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
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans