Skip to main content

Notifications

Announcements

Important Update on New Community Platform
News and Announcements icon
Power Platform Community / Forums / Calling Actions from Copilot Studio / Chatbot to return Date...
Calling Actions from Copilot Studio
Answered

Chatbot to return Date value from CRM

(0) ShareShare
ReportReport
Posted on by Radoslavov 788

Hi Guys,

 

I have a very simple scenario that I'm trying to create. I want to create a chat bot that returns from Dynamics CRM the expiration date of subscription.

I'm imagining the bot should be very simple (just as a concept) and will ask the customer only for Subscription Number (string)

The WF logic is something like this:

4.PNG

 

But I need help with to set Flow to search in CRM for the Customer's input (Subscription number)

I'm not sure if i the configuration is correct .

Subscription number field schema name in CRM is new_subscriptionnumber

2.PNG

1.PNG

I must return to the bot Expiration Date of the Subscription.

1.PNG

 

Let me know if there is anything unclear.

Best Regards

Kiril

Categories:
Flow Integration
  • Ashish2012 Profile Picture
    Ashish2012 484 on at
    Re: Chatbot to return Date value from CRM
    JSON does not support in PVA, SO you need to use Power Automate.
  • Verified answer
    MarKol Profile Picture
    MarKol on at
    Re: Chatbot to return Date value from CRM

    JSON does not support Date or Timestamp variable types, so you would need to convert your Date variable to a String in your flow and pass it to PVA bot as a String to display in a Dialog.

     

    There is a string (value) conversion function under Expression in flow that will cast your Date or Timestamp to a String, if this is needed. See example below on how to return Date or a Timestamp as a String in a flow:

     
     

    DateAsString.jpg

     

    In PVA, the date shows up as a String and can be displayed to the user:

    Get odays date Dialog.JPG

     

    Hope this helps.

     

     

Helpful resources

News and Announcements

Important Update on New Community Platform

Quick Links

Welcome to the Power Platform…

We are thrilled to unveil the newly-launched Power Platform Communities!…

Getting Started…

Welcome to the Power Platform Community! We appreciate your visit…

Welcome to the new Power Platform Community!…

We are excited to announce our new Copilot Cookbook Gallery in the Community…

more Community News

Leaderboard

#1
WarrenBelz Profile Picture

WarrenBelz 138,287

#2
RandyHayes Profile Picture

RandyHayes 76,308

#3
Pstork1 Profile Picture

Pstork1 63,172

Leaderboard

Featured topics

Product updates

Microsoft Power Platform Community release plans