Hi everyone
I would like to automate the function that sits behind the "Convert to Work Order" button on an opportunity using Power Automate or a classic workflow.
It is available as Unbound Action in Power Automate or Perform Action in the classic workflow designer. However, it requires an input parameter of type "string" - not sure what that would be. I've tried populating it with the GUID of the opportunity as well as the Dynamic URL value - no luck though.
Has anyone tried this?
Thanks
Rean
Hi.
The button calls this action: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/msdyn_fieldservicesystemaction?view=dataverse-latest
/api/data/v9.0/msdyn_FieldServiceSystemAction
It is for internal use only so I don't recommend modifying it. However, you could add a Power Automatate on the Work Order creation when the opportunity field contains data.
Thanks Gabriel - this worked perfectly!!!
Thanks again for your help.
Kind regards
Gabriel Dias Junckes how did you see what action had been called and the required values for the input parameters? I'm sure there are many situations where it's good to see this info!
prof711 I open the Developer Tool on the web browser before pressing the button to convert to work order so I navigated to the network to see which requests were made.
You can see the parameters there too.
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.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
MVP-Daniyal Khaleel 70
Tom_Gioielli 25 Super User 2025 Season 2
mk1329 16
