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HI!
What do you recommend for automating actions, like performing a date check on objects in a custom view? Let's say Opportunities. I was thinking about Power Automate maybe but couldn't find a useful guide. And the PA connector in combination with tenants and cryptic table (names) is not necessarily self-explaining.
Thanks, have a good day!
To create an automated workflow that performs a date check on Opportunities in a custom view, you can use the "Data-verse" connector in Power Automate. This connector allows you to connect to your Dynamics 365 Sales instance and perform various actions and triggers.
Here's an example workflow that you can create in Power Automate to perform a date check on Opportunities in a custom view:
Create a new workflow in Power Automate and select the "Common Data Service (current environment)" connector.
Choose the trigger that you want to use to start the workflow. For example, you can use the "Recurrence" trigger to run the workflow at a set interval (e.g. every day).
Use the "List records" action to retrieve the Opportunities that you want to check. You can specify the custom view that you want to use in the "Filter Query" field.
Use a "Condition" action to check the date field(s) that you're interested in. For example, you can check if the "Est. Close Date" field is less than or equal to today's date.
If the condition is true, use the "Update a record" action to update the Opportunity record(s) with the new information. For example, you can update the "Status" field to "Lost" or "Inactive".
Save and test the workflow.
Keep in mind that this is just one example workflow, and there are many other possibilities for automating actions in Dynamics 365 Sales using Power Automate.
Hi Partner,
Maybe you can refer to the following steps:
1.Go Power automate to create one schedule flow:
2.List rows:
https://learn.microsoft.com/en-us/power-automate/dataverse/list-rows
--Retrieve all opportunity records:
3.If you want to retrieve only the opportunities on the custom view, you need download code and apply fetch xml query:
4.Add 'Apply to each' action:
5.Get a row by id:
6.Add 'Compose' to get date field you need (My example is 'Created On' field):
7.Add 'Condition' to compare date:
----In my example, comparing the creation date is less than or equal to the current date
8.Then you can add other actions under 'Yes' or 'No' branches:
9.Test:
Hello, I would like to act on dates expiring and things like that automatically.
So yes, it is about triggering actions based on my custom view.
What would be a good way to do that, is the question? Maybe Power Automate could be the tool of choice, I don't know. The one time I looked into it I found it hard to figure out how this could work.
And could you elaborate on this statement of yours as follows please, is there a tutorial or could you describe the required steps?
If yes then we can Download that Custom Views from Advance find then Use that in Power Automate and trigger it in Schedule flows
Thank you!
Hi,
Can you please provide me more clarity?
Do you want to trigger actions for the Custom Views which you created?
If yes then we can Download that Custom Views from Advance find then Use that in Power Automate and trigger it in Schedule flows
Please mark as Answer if it is helpful and provide Kudos
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