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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Power automate trigger...
Customer experience | Sales, Customer Insights,...
Answered

Power automate trigger flow when note is added to timeline

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Posted on by John Mongol 89

Hi,

has anyone done any flows with timeline?

I would like to make a flow like this:

Trigger:

Adding a note to a timeline

Actions:

Copy timeline note text and put in in description field on the form and concatenate it.
Delete note from the timeline

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,981 Moderator on at
    RE: Power automate trigger flow when note is added to timeline

    Hi,

    Select Dataverse trigger when record is created, modified and deleted

    Select Annotation Entity from Entity dropdown

    Select Created as Trigger type

    Now add Update a row action and select your primary Entity

    Update description

    Add delete a row action to delete notes

  • Verified answer
    Abdul Wahab Profile Picture
    Abdul Wahab 12,085 Moderator on at
    RE: Power automate trigger flow when note is added to timeline

    Hi John Mongol,

    Is this what you are looking for?

    pastedimage1665739277561v1.png

    If I answer your question then please mark it as verified.

    Let me know if I can provide you with more details.

    Thanks
    Regards,

    Abdul Wahab
    Power Platform & Customer Engagement Developer/Lead/Solution Architecture/Project Manager
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: www.linkedin.com/.../

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