With this new feature, you can define a Microsoft Flow that will be triggered after the document generation and with the help of automated workflows, services are connected by Power Automate and can become a great support in everyday work. Work steps are carried out automatically by defining a trigger and the associated further steps. All we do is provide you the tools to create your own Microsoft Flow.
How it works
Open your Dynamics 365 and navigate to the column “Process Center” and press “Microsoft flows”.
Figure 1: Dynamics 365 Settings
This page opens. Press “New Flow” and a drop-down list offers you some choices. Select “Instant cloud flow”.
Figure 2: Create new Microsoft Flow
The “Build an instant cloud flow”-site opens. First, give your flow a name or it will be generated. Then scroll down to “When HTTP request is received” and make a tick. Press the [Create]-button.
Figure 3: Build an Instant Cloud Flow
This is displayed. Just press the header and the window gets enlarged.
Figure 4: Enlarge by clicking the header
Please note: Only Flows with a specific trigger (“When a HTTP request is received”) will work. Also, you need to add the following “Request Body JSON Schema” to the Flow (Just copy and paste it).
{
"type": "object",
"properties": {
"AMWIID": {
"type": "string"
},
"RecordID": {
"type": "string"
},
"RecordLogicalName": {
"type": "string"
}
}
}
Figure 5: Inserted Request Body JSON Schema
After inserting the “Request Body JSON Schema”, press the [New step]-button. A window opens, where you can choose an action. In this example we decided in the “Common Data Service” to ”Get a row”.
Figure 6: Common Data Service – Get a row
Now you need to fill out the mandatory fields like “Table name” and “Item ID”.
Figure 7: Fill out mandatory fields
As “Table name” open the drop-down list on the right and select “MSCRM-ADDONS.com AutomergeWorkingItem” and when you put the cursor on the “Item-ID” field, a selection opens. Take the “AMWIID”.
Now press the [Save]-button.
Figure 8: Save your Flow
To activate this feature, you need to add the following MSCRM-ADDONS.com Settingskey (Learn more about how to create a Settingskey):
Name: MicrosoftFlows
KeyValue: [FlowName1]|[FlowUrl1];[FlowName2]|[FlowUrl2]…
In this example it is looking like this:
Figure 9: New created SettingsKey
In your Dynamics 365 you can see under “My Flows” the success of your newly created MicrosoftFlow.
Figure 10: Power Automate Overview – My flows
That’s it! We appreciate your feedback! Please share your thoughts by sending an email to support@mscrm-addons.com.