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Session Id : 9a5ZnYR0LXsFMRof/XUJYP
Power Automate - Building Flows
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Get a flow to check a field in From, To & CC contacts from an email activity in D365

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Posted on 22 May 2024 16:09:25 by 4

Hey everyone, first time but inevitably not last time poster!

 

So what I'm attempting to achieve is that when an email is created in CRM (be that incoming, or generated from CRM) the flow checks the contact records of the people within the email (assuming they exist in CRM)

 

When it checks these contact records, if it finds a specific field set to yes, then it also toggles a field in the email message entity to yes

 

Now Essentially what I've done is the automated flows trigger is when an email is created

 

As I understand it, the From, To and CC records are stored in the activity party table

 

Then from there I need to grab the associated contact records,

 

Then put in a check condition for Yes/No and update the field in the email record accordingly.

 

Can someone explain if it's possible to interact with the activity party table, and how I would achieve the above highlighted in bold?

 

Thanks in Advance

 

Alex

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  • moeluk Profile Picture
    4 on 23 May 2024 at 13:12:44
    Re: Get a flow to check a field in From, To & CC contacts from an email activity in D365

    Ok for anyone else that comes across this post, it is entirely possible. if you are interrogating an activity, such as an email, it's necessary to select columns partyid_contact on your get list from the activity parties, and then use participationtypemask within the filter rows data expression. Values of which are 2 for 'To' and 3 for 'CC'

  • moeluk Profile Picture
    4 on 23 May 2024 at 08:25:37
    Re: Get a flow to check a field in From, To & CC contacts from an email activity in D365

    Ok, so it seems like I'm making progress.. by using the dataverse list rows function, with table name activity parties, and _activityid_value eq 'Email Message' I now get an output which contains all the data from all the activity parties.

     

    So I think I now need to do an odata query on the next step which is get a row by id, table name contacts. As currently it's grabbing three guids from the return, two of which is a user guid (which I don't need as I think they are either me, or system) and the contact guid of the person in the to field. 

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