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Customer experience | Sales, Customer Insights,...
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Setting up a flow

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Posted on by Microsoft Employee

Hi all,

I have set up a flow to post a message on teams channel when a new Lead is created by a specific user as below. But it's not working. What am i doing wrong? Could you please help? Thx!

pastedimage1584439292044v2.png

  • Suggested answer
    necsa Profile Picture
    necsa 3,455 on at
    RE: Setting up a flow

    Hi T Reddy,

    I tried also with your connector and it is working fine. But What I see on your screenshot you use 2 x Team Message action. Please delete your flow and create it from the beginning. You lose just a few minutes. When you add a condition and select owner or created by field value you cannot use string you must use ID. In your case use the created by field not owner.If it is stopped after condition then check the reason and error?

    Take as a reference the following links for how to use the connector for the future. (at least after 22 April)

    kunaltripathy.com/.../

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Setting up a flow

    Thank you so much for your instructions. I will try this.

    But just to let you know my flow was working fine (My Flows) when i created it but stopped working when i added a condition.

  • Verified answer
    necsa Profile Picture
    necsa 3,455 on at
    RE: Setting up a flow

    Hi Reddy,

    here is a step by step example. I tested on my trial environment and successfully working.

    First, create a Solution on Power Automate (You can select "Common Data Service (current environment) only using the solution)

    pastedimage1584459032137v1.png

    Fill it required fields for the solution from right side pop-up

    pastedimage1584459344602v4.png

    Then click on New in Solution and select Flow

    pastedimage1584459092741v2.png

    Then you need two-step to create your Power Automate:

    pastedimage1584459148266v3.png

    How:

    Write "Common Data Service" in the search field by Search connector and triggers

    Select Common Data Service(current environment)

    pastedimage1584459525073v5.png

    Then select "When a record is created, updated or deleted" trigger

    pastedimage1584459583497v6.png

    Then ad new step select "Condition" fill the field as like this:

    pastedimage1584459893556v7.png

    pastedimage1584460135322v11.png

    Add action on the "If yes" stage for this select Microsoft Teams action

    pastedimage1584460273956v12.png

    fill the required fields

    pastedimage1584460333116v13.png

    Save your Power Automate then test it. Create a lead with the selected user ID checks the result.

    pastedimage1584460494375v14.png

    pastedimage1584460516228v15.png

    on the Team message:

    pastedimage1584460546287v16.png

  • meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: Setting up a flow

    Hi,

    Can you please share your Test's screenshot ?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Setting up a flow

    Hi Mehdi,

    I have tried with GUID, but no luck :(

    Thx!

  • Suggested answer
    meelamri Profile Picture
    meelamri 13,212 User Group Leader on at
    RE: Setting up a flow

    Hi,

    Your if condition will always return NO. In fact, The Owner field is a GUID. Comparing the GUID with the Owner Name will always return False.

    To resolve your issue please refer to the image below:

    flow-guid-compare.png

    Let me know if you need more guidance to get the GUID.

  • Suggested answer
    necsa Profile Picture
    necsa 3,455 on at
    RE: Setting up a flow

    Hi,

    I think so you used old Dynamics 365 connection. Please try to create your flow under solution with CDS Current version.

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