How to create a case with data entity and Power Automate?

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Posted on by Shooowtek

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Hi,

I am working on developing a chatbot (Virtual Agents + Power Automate), as an option, will accept a product complaint from a customer.
In Power Automate to communicate with D365 need to use data entity.

Is there any standard data entity, which will allow me to do this?

I have already tried with CaseDetailEntity, but with no success. I also created a new entity with the source table CaseDetailBase. It is specific and I can't get a result either.
Would anyone have any advice?

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AnithaEswaran 2,032 on at

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Hi,

Can you tell me the form in FO which you are trying to import the data from Power Automate?

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Martin Dráb 239,029 Most Valuable Professional on at

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Can you please give more information about your problem than mere "I tried something but with no success"?

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Shooowtek 845 on at

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Hi,

I created a new datentity with source table CaseDetailBase

Now I would like to create a new case. In D365, the following form is used.

EDIT: I was able to create a new case using this additional datentity and Power Automate. But I have one problem, because even though I marked the CaseId field as not required, I have to enter it.... Which makes absolutely no sense.
Can I somehow set autoincrement on CaseId?

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Martin Dráb 239,029 Most Valuable Professional on at

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That you make a field non-mandatory on entity doesn't mean that the table field stops being mandatory. The meaning is different - the value doesn't have to be provided from outside (e.g. by Power Automate), but then the entity itself must generate a value.

If you want to get a value from a number sequence, you can utilize NumberSeqRecordFieldHandler::enableNumberSequenceControlForField(). Look at Generate number sequence values from REST services and OData, for example, to get more details.

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AnithaEswaran 2,032 on at

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That is because 'CaseId' is Mandatory in the table CaseDetailBase.

In the init method of the entity, it is checking for number sequence. So you need to modify this method to add extra check if Caseid is passed as blank.

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