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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Filter in Microsoft flow for dynamics 365

Posted on by 1,075

Hello Community Experts,

There is a requirement where I should filter data in Microsoft flow

Example: Lead created by Sumaira and created on today

How can i use the above filter in flow to list records and send via mail?

Kindly guide,

Best Regards,

Sumaira Noor

  • Sumaira Noor Profile Picture
    Sumaira Noor 1,075 on at
    RE: Filter in Microsoft flow for dynamics 365

    Thanks a lot for the help Lu

  • Verified answer
    LuHao Profile Picture
    LuHao 40,872 on at
    RE: Filter in Microsoft flow for dynamics 365

    Hi Sumaira,

    We need to use Advanced Find to get the fetch xml, and then paste it into Flow's fetch xml query.

    Step 1

    Open Advanced Find, set the filter that Leads created by Sumaira and created on today. Download Fetch XML.

    pastedimage1589437711813v1.png

    Open the Fetch Xml file, copy the code.

    pastedimage1589437854948v3.png

    Step 2

    In the Flow, go to solutions and new a flow.

    pastedimage1589437782843v2.png

    Add a step, select Common Data Service (current environment) > List records.

    pastedimage1589438100767v4.png

    Select Entity name to Leads, paste the xml into Fetch Xml Query.

    pastedimage1589438220850v5.png
     
    For the remaining steps, send these Leads as a list to the user via email, please refer to the previous thread.
     

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