Power Community

Power Community

[Publish] How to create and assign access teams to a dataverse row using power automate flow?

 

Step-by-step process of creating access teams using Microsoft power automate flow

Step 1: Create a new automated cloud flow.

To create a new automated cloud flow, start by choosing a name for the flow that you prefer. Next, select the trigger option “When a row is added, modified, or deleted.” You can find this trigger by searching for “dataverse” in the “Choose your flow’s trigger” text input field, as shown in Figure 1. Once you have selected the trigger, you can proceed with creating your automated cloud flow.

Figure 1.png

Figure 1: Automated cloud flow creation using dataverse trigger.

Step 2: Customize your trigger. 

Select the change type, table name, and scope based on your requirements. I have chosen the attributes as shown in Figure 2.

Figure 2.png

 

Figure 2: Trigger customization

Step 3: List rows using the email address of the creator of the row. 

Insert a new step and select the “List rows” action from the dataverse connector. As shown in Figure 3 below, filter the rows in the user’s table such that the domainname eq ‘creatoremailaddress@gmail.com’.

Figure 3.png

Figure 3: List Users using their email.

Step 4:

To add a new step, search for the dataverse connector in the search field. From the list of dropdowns, select the “perform a bound action” action. In the table name field, type “Users” and in the Action name field, enter “AddUserstoRecordTeam“.

Figure 4.png

 Figure 4: Perform a bound action

In the “Row ID” field, insert a value called “User (Unique identifier for the user)” that gets listed under the “List Rows” section. This will create an apply to each loop automatically.

Figure 5.png

Figure 4.1: Insert “User” in Row ID

Step 5:

Further, the “record” field is the row that you want to associate this access team to. Follow this https://www.jondoesflow.com/post/update-a-dataverse-record-and-link-to-a-related-table-by-using-the-… blog post by Jon Russell to get the plural name of any table. I know you would say the plural name for Account is nothing but Accounts!! But in one of the scenarios, it was not just adding “s” in the end.   

Figure 6.png

 Figure 5: Add the record.

Step 6:

In the “teamtemplate teamtemplateid” field fill in the GUID of your action (Read/Write/Delete/Append/Append to) template. If you have created a template, you can find it in the Team Templates table’s “primary key for team templates” column. If you do not have a team template, create it in the admin center. Let me know if I have to write another blog for this.

Figure 7.png

Figure 6: Insert team template ID.

 

That’s it! Awesome, your access team creation process has been successfully completed! It gets created when a new row is added to the dataverse table. Doesn’t it feel great? With unclear documentation, the process was as daunting as entering a scary house during Halloween. I spent a lot of time configuring this, but it was worth it. Now, you repeat the same process from list rows to the end to add the creator’s manager to the same team.  

This post was originally published on this site

- Advertisement -spot_img

LEAVE A REPLY

Please enter your comment!
Please enter your name here

- Advertisement - Advertisement

Latest News

5 Benefits of In-App Notifications for Microsoft Dynamics 365 CRM users

For a successful sales process, you need to stay up-to-date with crucial sales information like deal closures, opportunities won,...

More Articles Like This

- Advertisement -spot_img