Power Automate Flows to Cust. Service Hub

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Posted on by JP-21050052-0

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,

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Dengliang Li Microsoft Employee on at

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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