{"id":615,"date":"2021-04-26T14:48:19","date_gmt":"2021-04-26T18:48:19","guid":{"rendered":"https:\/\/www.crmheidi.com\/?p=615"},"modified":"2021-05-13T08:35:33","modified_gmt":"2021-05-13T12:35:33","slug":"fun-with-flow-using-the-dataverse-connector","status":"publish","type":"post","link":"https:\/\/www.crmheidi.com\/index.php\/2021\/04\/26\/fun-with-flow-using-the-dataverse-connector\/","title":{"rendered":"Fun with Flow: How a Dynamics 365 System Administrator can Get Started Using the Dataverse Connector"},"content":{"rendered":"\n<p>We&#8217;re going to walk through how to write a simple Flow using the Dataverse connector in Power Automate. Here are the business requirements:<\/p>\n\n\n\n<ul><li>Sales reps will enter all Opportunities into Dynamics 365 using a model-driven app.<\/li><li>The Management team wants special attention on any Opportunity that has a probability of 75% or higher.<\/li><li>Individuals without licenses for Dynamics 365 will need to see which are hot Opportunities.<\/li><li>Everyone uses Microsoft Teams and has a license.<\/li><\/ul>\n\n\n\n<p>Here&#8217;s how we can use Flow to solve for this problem!<\/p>\n\n\n\n<p>1. Map out what you want to happen. In a prior <a href=\"https:\/\/www.crmheidi.com\/index.php\/2021\/04\/12\/flow-101-building-an-automated-cloud-flow\/\" target=\"_blank\" rel=\"noreferrer noopener\">blog article<\/a>, I talked about how important it is to map out your flow, especially if you&#8217;re new or newer and still getting use to Flowing in Power Automate. Here&#8217;s our very simple diagram for this scenario: <br><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"589\" height=\"345\" src=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-14.png\" alt=\"Plan your flow!\" class=\"wp-image-620\" srcset=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-14.png 589w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-14-300x176.png 300w\" sizes=\"(max-width: 589px) 100vw, 589px\" \/><\/figure><\/div>\n\n\n\n<p><br>2. Identify connectors we need (you can use <a href=\"http:\/\/www.connectorreview.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Connector Review<\/a> or <a href=\"https:\/\/us.flow.microsoft.com\/en-us\/connectors\/?WT.mc_id=M365-MVP-5004215\" target=\"_blank\" rel=\"noreferrer noopener\">Microsoft documentation <\/a>to help). We will use: <a href=\"https:\/\/www.connectorreview.com\/#\/c\/commondataserviceforapps\" target=\"_blank\" rel=\"noreferrer noopener\">Dataverse<\/a> &amp; <a href=\"https:\/\/www.connectorreview.com\/#\/c\/teams\" target=\"_blank\" rel=\"noreferrer noopener\">Teams<\/a>.<br><\/p>\n\n\n\n<blockquote class=\"wp-block-quote\"><p>If you need a refresher on how to build an automated flow, <a href=\"https:\/\/www.crmheidi.com\/index.php\/2021\/04\/12\/flow-101-building-an-automated-cloud-flow\/\" target=\"_blank\" rel=\"noreferrer noopener\">check out this blog article for help<\/a>.<\/p><\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\">Trigger: Dataverse <\/h2>\n\n\n\n<p>For our Flow, we want to use a trigger from the Dataverse connector<em> (Note: the Dataverse connector replaced the legacy &#8220;Common Data Service&#8221; connector. It has the same actions and triggers, they only updated the name.) <\/em><\/p>\n\n\n\n<p>In your Flow&#8217;s trigger, search for the <strong>Dataverse<\/strong> connector and you will see two triggers:<\/p>\n\n\n\n<ul><li><strong>When a flow step is run from a business process flow.<\/strong> Use this if your business process flow in your model-driven app should call a flow.<\/li><li><strong>When a row is added, modified or deleted.<\/strong> Use this to trigger your flow only after something is added, updated or deleted from a record.<\/li><\/ul>\n\n\n\n<p>We will select the second option here for the rest of this example. If you haven&#8217;t already, you may be prompted to authenticate the Dataverse connector and provide log-in credentials. Once you do that, you will see this:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"889\" height=\"307\" src=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-6.png\" alt=\"Dataverse trigger: when a row is added, modified or deleted\" class=\"wp-image-606\" srcset=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-6.png 889w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-6-300x104.png 300w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-6-768x265.png 768w\" sizes=\"(max-width: 889px) 100vw, 889px\" \/><\/figure><\/div>\n\n\n\n<ul><li><strong>Change type: <\/strong>select one option: create, create or delete, create or update, create or update or delete, delete, update, update or delete, or enter custom value.<\/li><li><strong>Table name: <\/strong>specify which table (entity) this should run on. All tables in your Dataverse environment will be displayed here, both out-of-the-box and custom tables.<\/li><li><strong>Scope: <\/strong>select from: business unit, organization, parent: child business unit or user. <strong><em>These are exactly the same as what you are using in Dynamics 365 classic workflow!<\/em><\/strong><\/li><\/ul>\n\n\n\n<p>Once you select values for each of the above, you can press the <strong>+ New step<\/strong> button to select the next step in your automation. In this example, our flow will run when an Opportunity is added or modified with a scope of Organization:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"861\" height=\"347\" src=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-10.png\" alt=\"Dataverse: when a row is added, modified or deleted\" class=\"wp-image-613\" srcset=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-10.png 861w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-10-300x121.png 300w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-10-768x310.png 768w\" sizes=\"(max-width: 861px) 100vw, 861px\" \/><\/figure><\/div>\n\n\n\n<p>For this one, we&#8217;ve added a Condition to check that probability is greater than or equal to 75% and that status is Open:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"863\" height=\"733\" src=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-11.png\" alt=\"\" class=\"wp-image-614\" srcset=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-11.png 863w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-11-300x255.png 300w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-11-768x652.png 768w\" sizes=\"(max-width: 863px) 100vw, 863px\" \/><\/figure><\/div>\n\n\n\n<p><br>We add a new step in the <strong>If yes<\/strong> box, selecting an action from Microsoft Teams: <strong>Post a message as the Flow bot to a channel<\/strong>. Select your Team, Channel and then create a message and headline using dynamic content:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"654\" src=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-15-1024x654.png\" alt=\"Flow: Dataverse and Teams using a Condition\" class=\"wp-image-622\" srcset=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-15-1024x654.png 1024w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-15-300x191.png 300w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-15-768x490.png 768w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-15-1536x980.png 1536w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-15.png 1681w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n\n<p>For this use case, we don&#8217;t care about anything that isn&#8217;t above 75% probability, so we&#8217;ll lave the <strong>If no<\/strong> box blank. <\/p>\n\n\n\n<p>That&#8217;s it! Our simple Flow is complete. <strong>Next up, save it, run the Flow checker and test it.<\/strong><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Bonus: Keep This Flow Going with Nested Conditionals<\/h2>\n\n\n\n<p>If you&#8217;re anything like me, you love using nested conditionals in the Classic Workflow interface of Dynamics 365. Let&#8217;s take another look at the <strong>If no<\/strong> branch to show you how to add another conditional here.<\/p>\n\n\n\n<ol><li>In the <strong>If no<\/strong> box, click <strong>Add an action.<\/strong><\/li><li>Select <strong>Condition Control<\/strong> from the Actions<br><\/li><\/ol>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-16.png\" alt=\"Using Conditions in Power Automate\" class=\"wp-image-623\" width=\"437\" height=\"469\" srcset=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-16.png 874w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-16-280x300.png 280w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-16-768x823.png 768w\" sizes=\"(max-width: 437px) 100vw, 437px\" \/><figcaption>Condition control<\/figcaption><\/figure><\/div>\n\n\n\n<p>Let&#8217;s add in some more logic here and bring in additional connectors:<\/p>\n\n\n\n<ul><li>If Probability is between 50-74%, I want to add a follow-up task assigned to the Opportunity owner for 1-week from today.<\/li><li>If Probability is below 50%, I wand to add a follow-up task assigned to the Opportunity owner for 2-weeks from today.<\/li><\/ul>\n\n\n\n<p><strong>Here&#8217;s what that looks like using Power Automate:<\/strong><br><em>Note: we&#8217;re adding two new connectors here: <strong>Date &amp; Time<\/strong> (in Built-In connectors) and <strong><a href=\"https:\/\/www.connectorreview.com\/#\/c\/outlooktasks\" target=\"_blank\" rel=\"noreferrer noopener\">Outlook Tasks<\/a><\/strong>. <\/em><br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"903\" src=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-20-1024x903.png\" alt=\"Dataverse Flow: nested conditionals\" class=\"wp-image-628\" srcset=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-20-1024x903.png 1024w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-20-300x265.png 300w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-20-768x677.png 768w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-20-1536x1355.png 1536w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-20.png 1763w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption>New conditional for the No branch.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">How we set Due Date of 7 and 14 Days from Today<\/h2>\n\n\n\n<p>For this, we needed to us the <strong>Date &amp; Time<\/strong> built-in connector in each Branch of our nested conditional. In the <strong>If yes<\/strong> box, we used <strong>Get future time<\/strong> like this:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"648\" height=\"310\" src=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-18.png\" alt=\"Get future time: wait 7 days\" class=\"wp-image-626\" srcset=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-18.png 648w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-18-300x144.png 300w\" sizes=\"(max-width: 648px) 100vw, 648px\" \/><\/figure><\/div>\n\n\n\n<p>In the <strong>If no<\/strong> box, we used <strong>Get future time<\/strong> like this:<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"827\" height=\"321\" src=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-19.png\" alt=\"Get future time: wait 14 days\" class=\"wp-image-627\" srcset=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-19.png 827w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-19-300x116.png 300w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-19-768x298.png 768w\" sizes=\"(max-width: 827px) 100vw, 827px\" \/><\/figure><\/div>\n\n\n\n<p><br>By placing these above the action to Create a task (V2), we are able to pull that dynamic content into our flow to use in future actions.<em> (Our alternative is writing custom expressions, which seems much more difficult to me &#8211; but more developer-minded people will probably prefer it!)<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Our Flow in all of its entirety<\/h2>\n\n\n\n<p>Here&#8217;s the whole flow, with labels and including nested conditionals with Date &amp; Time and the Outlook Task connectors:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"2346\" height=\"1831\" src=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-21.png\" alt=\"The entire flow\" class=\"wp-image-630\" srcset=\"https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-21.png 2346w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-21-300x234.png 300w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-21-1024x799.png 1024w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-21-768x599.png 768w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-21-1536x1199.png 1536w, https:\/\/www.crmheidi.com\/wp-content\/uploads\/2021\/04\/image-21-2048x1598.png 2048w\" sizes=\"(max-width: 2346px) 100vw, 2346px\" \/><figcaption>The whole enchilada: the flow from start to finish.<\/figcaption><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>We&#8217;re going to walk through how to write a simple Flow using the Dataverse connector in Power Automate. Here are the business requirements: Sales reps will enter all Opportunities into Dynamics 365 using a model-driven app. The Management team wants special attention on any Opportunity that has a probability of 75% or higher. Individuals without [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[99,98,17,7],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v22.1 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Fun with Flow: How a Dynamics 365 System Administrator can Get Started Using the Dataverse Connector -<\/title>\n<meta name=\"description\" content=\"Getting started in Power Automate with the dataverse connector! 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