Starting a flow of Power Automate when entering in an Opportunity

(0) Share

Report

Posted on by DiePic

448

Hi all,

It's possible to start a flow of Power Automate every time that user is entering in an Opportunity?
If yes, can somebody indicate me some example?

Thanks in advance

All responses (3)

Answers (1)

Verified answer

Pradeep Rai 5,480 Super User 2024 Season 2 on at

Like (1)

Report

RE: Starting a flow of Power Automate when entering in an Opportunity

Hi,

1. For creating custom fields: https://www.gestisoft.com/blog/how-to-add-fields-in-microsoft-dynamics-365

2. add below function onload

function onLoad(executionContext)
{
var formContext=executionContext.getFormContext();

var fieldValue=formContext.getAttribute("<add logical name of newly created field>").getValue();

formContext.getAttribute("<add logical name of newly created field>").setValue(!fieldValue);

formContext.data.entity.save();

}

3. Power Automate: add field below highlighted part:

Thank You,
Pradeep Rai.

Please mark the answer VERIFIED, if it helps.
DiePic 448 on at

Like (0)

Report

RE: Starting a flow of Power Automate when entering in an Opportunity

Thanks for reply Pradeep Rai

can you indicate me some link with examples please or some where I can find a detailed lesson about?
Suggested answer

Pradeep Rai 5,480 Super User 2024 Season 2 on at

Like (1)

Report

RE: Starting a flow of Power Automate when entering in an Opportunity

Hi,

Entering means user open the opportunity manually, if yes then you need to create one field Two Options then with javascript you can update the values by toggling them with form onload event.

and on update of this field you can run power automate.

Other way, is on create of opportunity you can write power automate.

Thank You,

Pradeep Rai.