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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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JR-20111916-0 2 on at

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Add/Remove WebRole from Contact with Power Automate

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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StefanBrending 5 on at

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RE: Add/Remove WebRole from Contact with Power Automate

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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Inogic 639 on at

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RE: Add/Remove WebRole from Contact with Power Automate

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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RE: Add/Remove WebRole from Contact with Power Automate

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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oliver.rodrigues 4,052 on at

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RE: Add/Remove WebRole from Contact with Power Automate

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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