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Microsoft Dynamics 365 | Integration, Dataverse...
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Power Automate flow to notify a user if mentioned in a post

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Posted on by 20

Hi,

I need to create a Power Automate flow to create a card in the assistant in Dynamics when a user is tagged in a post in the Accounts timeline.

What is the best possible way to achieve this? 

Thanks for your help.

  • KaterinaD Profile Picture
    KaterinaD 20 on at
    RE: Power Automate flow to notify a user if mentioned in a post

    Hi BriannaL,

    I am listing all the users added to the system (to get the ID and the fullname of the mentioned user) 

    list_5F00_users.png

    Then I use "Apply to each" to loop through the users and check in a condition if the text in the Post contains the fullname and ID of existing user/s 

     pastedimage1665732792478v1.png

  • LadyLuck Profile Picture
    LadyLuck on at
    RE: Power Automate flow to notify a user if mentioned in a post

    KaterinaD Would you be willing to share more screenshots of your flow? I am not getting the same outcome you are. I am not able to check for full name or get the concat function to work. TIA!

  • KaterinaD Profile Picture
    KaterinaD 20 on at
    RE: Power Automate flow to notify a user if mentioned in a post

     wlcasale I am using a condition to check if the text in the post contains the @ tagging symbol, the full name, and the ID of an existing user in Dynamics.

    pastedimage1653588249503v1.png

    If the text contains an existing user, then I save its ID in a variable that I later use in the "Create card for assistant V3" action to create a custom assistant card for the mentioned user.

  • wlcasale Profile Picture
    wlcasale 25 on at
    RE: Power Automate flow to notify a user if mentioned in a post

    Thank you Katerina! Are you able to share specifics on how to filter out the text to extract the GUID of the mentioned user? That is the piece I am struggling with.

  • KaterinaD Profile Picture
    KaterinaD 20 on at
    RE: Power Automate flow to notify a user if mentioned in a post

    wlcasale I was able to achieve this by setting up a trigger for when a new record (Post) is created. Then I am filtering the text of the post to get the ID of the mentioned user. And at the end, I am using the "Create card for assistant V3" action to create a custom assistant card in Dynamics.

  • wlcasale Profile Picture
    wlcasale 25 on at
    RE: Power Automate flow to notify a user if mentioned in a post

    I'm looking for a similar solution. I would like the user to receive an in-app notification when mentioned ion a Note or Post

  • LuHao Profile Picture
    LuHao 40,874 on at
    RE: Power Automate flow to notify a user if mentioned in a post

    Hi KaterinaD,

    You can also post this question in the flow forum.

    https://powerusers.microsoft.com/t5/Forums/ct-p/FL_Comm_Forums

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