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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How we can trigger Mic...
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Answered

How we can trigger Microsoft Flow with dialog(User Inputs) through custom ribbon button

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Posted on by D365Admin 77

Hi,

I know that we can trigger Flow through custom ribbon button using 'Http request is received' trigger but I would like to take some inputs data before I trigger and run the Flow, Is there any option/possibility to achieve this?

Also, I know that we can use 'Common Data Service - When a record is selected' trigger then we can add input parameters of different types but then I would like to call this flow from CRM custom button(Since it is not a HTTP trigger). Is it possible?

Please suggest how can I achieve triggering the Flow from CRM button and also providing an option for user to enter some data before running the Flow.

Many thanks in advance.

  • D365Admin Profile Picture
    D365Admin 77 on at
    RE: How we can trigger Microsoft Flow with dialog(User Inputs) through custom ribbon button

    Thanks again MikeC282 for taking your time and answering to my query.

    I have already implemented yesterday the similar solution for the requirement as below,

    I have created a HTML web resource to receive inputs and used the modal JavaScript method to open the dialog on the form on click of button. After retrieving the values from the input fields of the dialog given by user I am passing them to Flow and triggering the flow. 

  • Verified answer
    MikeC282 Profile Picture
    MikeC282 2,095 on at
    RE: How we can trigger Microsoft Flow with dialog(User Inputs) through custom ribbon button

    Ah I see. Thanks for clarifying. I mean dialog is possible but I think it's deprecated.

    docs.microsoft.com/.../understand-dialogs

    You'd either create a HTML web resource to receive inputs or a entity form and use the modal javascript method to open either of them on the page.

    docs.microsoft.com/.../navigateto

    ledgeviewpartners.com/.../

    I'd recommend using a entity form. It'll require you to create either a custom entity to store inputs or use an existing one. The good thing about this is that when the modal is saved and close it returns a promise value of the newly created record ID which you can then get the field values via the web API and pass it on as a parameter to Flow.

    There is also a PCF version if which uses the same method.

    pcf.gallery/.../

  • D365Admin Profile Picture
    D365Admin 77 on at
    RE: How we can trigger Microsoft Flow with dialog(User Inputs) through custom ribbon button

    Hi MikeC282,

    Thank you for your time in replying to my query. But I don't think the above given solution is taking about passing parameters from the CRM form to Http Request. But I am looking to provide a dialog kind of form for user to input the data on click of button then triggers the flow.

    As I mentioned above I am able to call Flow from custom button using Http requested is received trigger but I would also want to open a dialog on click of button for user to enter the data.

    Could you please suggest on this. Thanks

  • Suggested answer
    MikeC282 Profile Picture
    MikeC282 2,095 on at
    RE: How we can trigger Microsoft Flow with dialog(User Inputs) through custom ribbon button

    Hey bud,

    The flow HTTP trigger step accepts parameters. As in you can tell flow what parameters you're expecting and then when you call the flow you just need to ensure you include the parameter when calling it via JavaScript.

    Read this article:

    softchief.com/.../

    It obviously requires some proficiency in JavaScript.

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