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Hello Community,
Could anyone please suggest me how we can automate the workflow to send invitation from the Portal as soon as a contact is created in the Portal?
Your help is greatly appreciated.
Thank you
Entity/Basic Forms, Web/Advanced Form Steps have a Related Tab called Metadata. You can create Metadata records to perform various actions such as add additional options to Subgrids, and a range of things with Attributes/Columns such as capture the Current Portal User, their Account, the current date-time, and set the column to a specific value. Metadata only applies to the Portal and not to Model Driven or Canvas Apps so for example you could set a 2 option column (defaulted to No) called "Created From Portal" and in the Metadata set it to Yes (if created from DataVerse Apps etc the column = No, if created from the Portal = Yes)
https://docs.microsoft.com/en-us/powerapps/maker/portals/configure/configure-web-form-metadata
You then create a Workflow that triggers on create of the record and have a condition that says If Created From Portal = Yes then .......
https://docs.microsoft.com/en-us/power-automate/workflow-processes
https://docs.microsoft.com/en-us/powerapps/maker/data-platform/overview-realtime-workflows
Hi @dcorain ,
You can add a column in the "Contact" Entity with a meaningful column name and you can use entity form metadata to check if the contact was created from the portal. Then your workflow or power automate flow can trigger.
Hope it helps.
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Hey, thanks for the response. I'm new to dynamics. Could you explain better this process?
Hi,
Check this article, It helps you....
For Tutorial List :
https://crmhub.blogspot.com/p/d365-portal-adx-studio-portal.html
Thanks,
This is not as difficult as suggested by the other post.
Create a Dynamics 365 Workflow
This could also probably be done with Flow but you would probably have to still call the the actual Send Invite workflow (as the actual Sending is a custom item provided by Microsoft - as it handles Group send as well as Single invites)
Hi @Anonymous :
This can be done.However, generating invitation code is a bit tricky.
I think this article will help you a lot:
Send Invite to Contacts automatically for Microsoft Portal in Dynamics 365
Best Regards,
Bof
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