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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Flow to transfer posts...
Customer experience | Sales, Customer Insights,...
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Flow to transfer posts on leads to opportunity when qualified

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Posted on by Dribblej 265

Hello Everyone, 

I am working to create a power automate flow that moves all posts made on the lead entity to the opportunity entity when the lead is qualified. I am using this guide and I am currently stuck on a few steps. Since the advanced condition editor is now gone from the create a condition step I am trying to do this through a different path. 

Here is my flow. I am doing something wrong here. 

Goal: Move post records from lead to opportunity when the lead is qualified. 

Flow-Idea-for-moving-posts-from-lead-to-opp.png

Thank you for any help or tips. 

All the best to you, 

Josh 

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Flow to transfer posts on leads to opportunity when qualified

    Josh,

    Check what I posted above and start doing what's written there. If you have more specific questions - feel free to ask and update this thread with your updates.

  • Dribblej Profile Picture
    Dribblej 265 on at
    RE: Flow to transfer posts on leads to opportunity when qualified

    I appreciate your help, I still cannot figure out a way to even duplicate the posts via workflow or power flow when the lead is qualified to the opportunity record.

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Flow to transfer posts on leads to opportunity when qualified

    Hello Josh,

    As far as I remember regarding field of post entity is not exposed to WebApi so not available for the Power Automate but it's available for the workflows/actions - ledgeviewpartners.com/.../

    So in order to work around this limitation you can do following:

    1. Create an action that will accept fields of the post as input.

    2. Using those inputs - create the post using example from the post.

    3. Call that action from the Power Automate flow.

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