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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
    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
     

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