Flows from the field: Closing cases; Synchronous calls; CDS images; Creating record links; Unresolved email recipients
Microsoft Dynamics 365 pros share their tips on using Power Automate to close cases, synchronously call flows, manage CDS images, create record links and email unresolved recipients.
Want to see your flow featured in a future edition of this series? Contact me with your example.
Closing cases with Power Automate
Commonly, users need to close or resolve cases when certain conditions are met. Benedikt Bergmann, writing on Benedikt's Power Platform Blog looked at how to meet this challenge with the Power Platform. Unfortunately, it can't be done directly with Power Automate, but workarounds are available.
From the Community forums, he and a fellow user discovered that it's possible to use a helper field, triggering a workflow to change the status of a case. However, there are inherent drawbacks to using a lot of helper fields and he cautioned against this approach. Instead, users can invoke a CDS custom action to change the status of the case—an approach that he demonstrated the setup for.
Synchronously calling flows when records are created or updated
FREE Membership Required to View Full Content:
Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here
or
login
FREE Membership Required to View Full Content:
Joining MSDynamicsWorld.com gives you free, unlimited access to news, analysis, white papers, case studies, product brochures, and more. You can also receive periodic email newsletters with the latest relevant articles and content updates.
Learn more about us here