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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Using Power Automate/F...
Customer experience | Sales, Customer Insights,...
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Using Power Automate/Flow in D365 (UCI Online) instead of Process/Workflow

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Posted on by a2z 129

As you are all aware by now, MS recommends the use of Flow/Power Automate instead of the OOTB Process/Workflow.

2235.Capture.PNG

In the example (image above) is a on demand process workflow. The workflow is in context of an Entity called Plan.

If I was to convert this process workflow as Power Automate/Flow, how am I going to pass on the Plan context to it?

I know that in the actual Plan main form, the Flow menu is present.

pastedimage1576041793980v1.png

So how is the entity context established to the Power Automate/Flow?

Thanks

a2z

I have the same question (0)
  • cloflyMao Profile Picture
    cloflyMao 25,208 on at
    RE: Using Power Automate/Flow in D365 (UCI Online) instead of Process/Workflow

    Hi a2z,

    Please kindly let me know or point out that whether I didn't understand your requirement correctly.

    Regards,

    Clofly

  • cloflyMao Profile Picture
    cloflyMao 25,208 on at
    RE: Using Power Automate/Flow in D365 (UCI Online) instead of Process/Workflow

    Hi a2z,

    From your screenshot and as per my understanding,

    it seems that your workflow is running on Action Item entity, and it will do update operation on the related Plan entity based on current type and status fields of selected Action Item entity.

    So the plan would be a lookup field on Action Item? (Such as Contact -> Company Name)

    -- Starts when type workflow in Flow:

    As one of my existing flow as example, it'll send admin an email when a contact is created:

    pastedimage1576049978062v1.png 

    You can add trigger tile at flow start point,(1)

    then entity context will be available in an OOB pop-up menu,(2)

    then just click the specific field you want and it will be populdated to another action tile content.(3)

    -- On-demand type workflow in Flow:

    For how to build an on-demand type flow and add it into CRM Flow button, please read article below as reference:

    https://www.crmsoftwareblog.com/2019/11/on-demand-microsoft-flow-for-dynamics-365-and-powerapps/

    Regards,

    Clofly

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