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Microsoft Dynamics CRM (Archived)

Microsoft Flow For Custom entities in Dynamics 365

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Posted on by 225

Does Microsoft Flow works for custom entities in dynamics 365 ?

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  • RE: Microsoft Flow For Custom entities in Dynamics 365

    Hi Ruben, unfortunately I don't know anything about Dynamics 365 for Operations, else I'd give you a detailed way to navigate there. I've just used Dynamics 365 CRM.

    But since this is all through office 365, the setting should be available in the Dynamics 365 for Operations interface.

  • RE: Microsoft Flow For Custom entities in Dynamics 365

    Thanks, David. You might be right that the custom entity is not enabled.

    I'm very new to the concept of data entities, and I can't find the settings you mentioned. Should I look for these in Dynamics 365 (I'm using Dynamics 365 for Operations), or in the Visual Studio project?

  • Suggested answer
    RE: Microsoft Flow For Custom entities in Dynamics 365

    Did you go to Settings > Document Management > Document Management Settings and make sure the custom entity is enabled? Even though this is an external process, Dynamics might be creating some issues with making that entity accessible.

    Regards,

    David

  • RE: Microsoft Flow For Custom entities in Dynamics 365

    Hi Varsha,

    Did you ever figure out how to set up Microsoft Flow for custom entities?

    I'm trying to set up a flow where I get notified via e-mail if the system date reaches a date field on a custom entity in Dynamics 365 for Operations.

    The problem for me is that I can't find my custom entity in the 'Entity type' dropdown when setting up my Flow.

    Thanks,

    Ruben.

  • Varsha Naithani Profile Picture
    Varsha Naithani 225 on at
    RE: Microsoft Flow For Custom entities in Dynamics 365

    can you answer the above question?

  • MNarmeen Profile Picture
    MNarmeen 1,846 on at
    RE: Microsoft Flow For Custom entities in Dynamics 365

    Yes

  • Varsha Naithani Profile Picture
    Varsha Naithani 225 on at
    RE: Microsoft Flow For Custom entities in Dynamics 365

    what can be the reasons if its not working?

    actually i m trying to create a record from SharePoint to Dynamics 365's Custom entity with the help of Flow .

  • David Jennaway Profile Picture
    David Jennaway 14,063 on at
    RE: Microsoft Flow For Custom entities in Dynamics 365

    Yes, it works with custom entities

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