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Add/Remove WebRole from Contact with Power Automate

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Posted on by StefanBrending

Hi,

I am currently trying to assign / unassign WebRoles to Contacts using Power Automate. Is there any way to achieve this?

I tried using delete/create on adx_webrole_contactset, but deleting / creating is not supported.

Relate/unrelate records on adx_webrole_contact did not work aswell.

I would be very happy if someone could push me in the right direction.

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oliver.rodrigues 4,052 on at

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I have never done that, but I'd say you can have a normal Workflow in CRM doing that, and then call the Workflow via Power Automate: alexanderdevelopment.net/.../

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StefanBrending 5 on at

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Hi Oliver,

thanks for your reply. This would work, yes.

However, we are currently trying to replace all our existing workflows with Power Automate. So I would like to avoid using a new workflow here.

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Inogic 703 on at

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Yes you can add or remove the web roles by using the Relate Records step and Unrelate Records step of the new CDS Connector (Current Environment). Please note:- To use this step your flow must be created from within a solution.

In the Relate/unrelate records step you are required to set 4 properties.

Entity Name - Select the entity that has N to 1 relationship with associate entity, in our case the contact.

Item Id - Record id.

Relationship - Select the relationship as mentioned below.
URL - Full address of the associated entity record. It is nothing but the resource API address. https://organizationName.crm8.dynamics.com/api/data/v9.0/adx_webroles(844598bc-d0cb-410a-b2de-b6f2c4dbc487). You can get the same dynamically in web role record after retrieving it using CDS as mentioned in below screenshot.

Hope this helps.

Thanks!

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StefanBrending 5 on at

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Hi Roohi,

thanks alot for your help. I actually made it work!

My problem was, that i copied the URL from the browser. The GUID was not written in lowercase which caused the action to fail.

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JR-20111916-0 2 on at

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Came across this and thought I'd update as of now in case anyone finds it.
The relationship that you want to select in the PA task is Contact - powerpagecomponent_mspp_webrole_contact.
John

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