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Power Automate - Building Flows
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Dynamics 365 - related entities

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Posted on by 9

If I create a workflow in Dynamics 365, I am able to include quite a bit of detail without much effort. This includes fields from related entities and the record URL.

 

 

Currently, if I want an email with a table of opportunities that need follow up, or were created in the last week, the HTML table includes fields that are in the Opportunity record only. If I want the status, it returns the number, not the words "Active" or "Inactive". If I want the account, it returns the GUID, not the account name. In workflows, I can even include the record URL so that my user can click back. In MS Flow, I seem unable to do this.

 

I can get these things using Workflows in Dynamics. I'm told that everything I do in Workflows should also be able to be done in Flows. I'm not experiencing that. Has anyone solved these issues?

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  • v-bacao-msft Profile Picture
    on at
    Re: Dynamics 365 - related entities

    Hi @Posegate,

     

    I am afraid that there are some differences in functionality between Workflows and MS Flow in certain scenarios or when creating automated processes.

    Please check the following link and see if it helps:

    https://us.hitachi-solutions.com/blog/dynamics-365-workflow-vs-microsoft-flow/

    https://docs.microsoft.com/en-us/flow/business-process-flows-overview

    https://blogs.msdn.microsoft.com/crm/2017/03/28/business-process-flow-automation-in-dynamics-365/

     

    Best Regards,

    Barry

  • GabrielStJohn Profile Picture
    on at
    Re: Dynamics 365 - related entities

    Hey, @Posegate!

    Thank you for posting on the Flow Community Forum! It appears as though @v-bacao-msft would like some more information in order to further assist you properly with your issue. Please share any additional information that was requested in order to decrease the amount of time that it will take for you to be assisted!

    Thank you for being an active member of the Flow Community!

    -Gabriel
    Flow Community Manager

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