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.
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.
Hi BriannaL,
I am listing all the users added to the system (to get the ID and the fullname of the mentioned user)
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
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!
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.
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.
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.
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.
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
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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