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Power Platform Community / Forums / Power Automate - Building Flows / CRM flow to check if t...
Power Automate - Building Flows
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CRM flow to check if the Owner of a Account is inactive and then change the owner to a team

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Posted on by ssr001 8

Hi 

 

I am trying to create a flow where it checks if the User of the Owner field in a Account in CRM is Active or not and then changes the owner to a team

 

srs00_0-1686715971499.png

Any ideas, i can't seem to find user in the list of dynamic content

 

Thanks

  • ssr001 Profile Picture
    ssr001 8 on at
    Re: CRM flow to check if the Owner of a Account is inactive and then change the owner to a team

    Hi, It still seems to be changing all the Owners to the Sales Team

    I was wondering what was the best way to test this, like where should i filter per account name maybe as otherwise it runs through 5000 records. Thanks for your help.

  • v-xiaochen-msft Profile Picture
    v-xiaochen-msft on at
    Re: CRM flow to check if the Owner of a Account is inactive and then change the owner to a team

    Hi @srs00 ,

     

    Sorry, my mistake.

    It should be 'is not equals to'.

    vxiaochenmsft_0-1686791609980.png

     

    Best Regards,

    Wearsky

  • ssr001 Profile Picture
    ssr001 8 on at
    Re: CRM flow to check if the Owner of a Account is inactive and then change the owner to a team

    Hi Wearsky

    I was getting the below error 

    srs00_1-1686776044521.png

     

    So i added the ownerid column

    srs00_0-1686776010943.png

    However i have found the flow is changing the owner for active users.

    Any ideas?

  • v-xiaochen-msft Profile Picture
    v-xiaochen-msft on at
    Re: CRM flow to check if the Owner of a Account is inactive and then change the owner to a team

    Hi @srs00 ,

     

    I made a sample for you.

    vxiaochenmsft_0-1686723840012.png

    vxiaochenmsft_1-1686723865955.png

    vxiaochenmsft_2-1686723894101.png

    vxiaochenmsft_3-1686723909597.png

     

    Best Regards,

    Wearsky

     

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