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Finance | Project Operations, Human Resources, ...
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Can someone guide me that I would like to create a records in share point when a new record are create in Dynamic D365

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Posted on by 278

Dear All,

I try to create my workflow by Power Automate to create a records in share point when a new record are created in Dynamic D365.

But When I search to see a video I feel that some feature are difference can someone guide me how to do it.

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I have the same question (0)
  • Mohit Rampal Profile Picture
    12,565 Moderator on at

    Thanakorn Kanjiropas The above suggestion won't work as we can't select a field on alert for 'When a record is Deleted', it be all fields and you won't find exact Customer which is deleted. This has been discussed before, please check this thread. It would be possible via customization but by creating a custom business event.

    community.dynamics.com/.../alerts-in-d365fo-that-is-working-quite-well-except-when-then-action-is-delete

  • Suggested answer
    Mohit Rampal Profile Picture
    12,565 Moderator on at

    I think issue might be that your power automate will not know which record is deleted. You have got FieldId zero because All Fields are set on alert for delete. I'm not sure but can you try to set Customer Id instead of all fields on alert for when record is deleted. Maybe you will get customer account in business event and then power automate.

    Then you can delete correct record from your SharePoint list. Give it a try and let us know if it works.

  • Chomchanok Profile Picture
    278 on at

    Now I can get an idea to do an update process. But for delete when I check a schema file when I download from this step.

    pastedimage1682173286337v1.png

    I got a messag like this if I want to get a Customer ID, Can you guide me how to do??

    {
      "BusinessEventId""BusinessEventsAlertEvent",
      "BusinessEventLegalEntity""mot",
      "ContextRecordSubject""",
      "ControlNumber"5637145337,
      "DataAreaId""mot",
      "Email""",
      "EventId""94CFB181-0999-4BCC-B2D3-A869CDEAF9CF",
      "EventTime""/Date(1682172940000)/",
      "EventTimeIso8601""2023-04-22T14:15:40.397871Z",
      "FieldId"0,
      "FieldLabel""<All fields>",
      "FieldName""",
      "InitiatingUserAADObjectId""{144C432C-395E-4269-825F-94100E5FB6B4}",
      "KeyValue1""",
      "KeyValue2""",
      "MajorVersion"0,
      "Message""",
      "MessageDetails""Go to Customers",
      "MinorVersion"0,
      "ParentContextRecordSubjects": [],
      "ParentTableId"9136,
      "RuleId""000000079",
      "Subject""Record has been deleted in Customers",
      "TableId"9136,
      "TableLabel""Customers",
      "TableName""CustTable",
      "TypeTrigger""RecordDelete",
      "UserId""Admin"
    }
  • Suggested answer
    Mohit Rampal Profile Picture
    12,565 Moderator on at

    How about using Get Items from Sharepoint List and filter on your customer account. If you get the record, fetch Id in variable and use in Update Item step (Haven't tested but you can try it)

    www.youtube.com/watch

    learn.microsoft.com/.../working-with-get-items-and-get-files

  • Chomchanok Profile Picture
    278 on at

    Now I got some limitation when I want to edit or deleted.

    When I use power automate to update in my share point record

    this is a sharepoint record:

    pastedimage1682069148377v1.png

    this is a D365 records:

    pastedimage1682069330547v3.png

    when I do a power automate step they will required id but it's not my primary key how should I do? can you advise?

    pastedimage1682069281276v2.png

  • Verified answer
    Mohit Rampal Profile Picture
    12,565 Moderator on at

    That's great, Using change based alerts will work but if you have multiple alerts in future, your power automate will be called every time, so best way is to create Business event specific to your requirement.

    Please mark answer verified if any helped you.

  • Chomchanok Profile Picture
    278 on at

    Oh sorry, It was sound delay for power Automate. Now it's working thank you.

  • Chomchanok Profile Picture
    278 on at

    Yes

    I go to System administrator>Periodic Task>Alert>Change Based Alert and see it.

    pastedimage1682060505067v1.png

  • Mohit Rampal Profile Picture
    12,565 Moderator on at

    You need to activate the business event. Have you activated it?

  • Chomchanok Profile Picture
    278 on at

    HI! 

    I Try to do in this step

    1. I prepare my Sharepoint list with 3 Field[CustomerID,CompanyName,Remarks] 

    pastedimage1682057589876v1.png

    2. I Access to D365 for check my batch Job

    pastedimage1682057731334v2.png

    3. I access to a page records and create a custom alert (This case I want to create sharepoint record when new record are create in D365) => Record Id:000000076

    pastedimage1682058679578v3.png

    4. I go to system administrator>Setup>Business Events >business Event Catalog then filter category "Alert" on business events AlertEvent then download a schema.(to use in Power Automate Step)

    pastedimage1682059262450v4.png

    5. I start with "When a Business Event Occurs"

    pastedimage1682059350084v5.png

    6.then I choose a step Parse JSON and put a schema that I download on previous step

    pastedimage1682059396385v6.png

    7. After that  I choose Condition and Put rule ID to match with my RUle ID

    pastedimage1682059443117v7.png

    8. if Yes I get a record and put it in share point

    pastedimage1682059474993v8.png

    9 Save and no error after that I try to create a record in a new customer but when I got a new record in D365, About my Power Automate are not running.

    pastedimage1682059555165v9.png

    what's wrong is it can some one guide me?

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