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Flow for Dynamics CRM New Record

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Posted on by Jlannes

For whatever reason, my company's implementation of Dynamics does not allow us to receive emails when certain criteria are met (for example, a new sales opportunity for the product category I manage). I am not sure if that is standard or a modification.

I would like to set up a Flow that lets me know when a record that meets certain criteria is either created or updated. I have tried using the existing Flow "When a record is created" with a filter criteria on a field associated with the record, but I do not receive any notifications when new records are created that meet the criteria.

Has anyone created this kind of Flow? Any help is appreciated.

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Building flows

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v-micsh-msft on at

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This should be mostly relates to the condition part.

Please check the following article for more details about how to use Expressions in Flow condition:

Use expressions in conditions to check multiple values

Post back if you need any further help on this.

Regards,

Michael

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Jlannes 2 on at

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Thank Michael,

That link looks like it will be very useful. I decided to try to delete all conditions to see if I could get a notice of when any opportunity record was created, and it bounced back as an error. My issue might be more fundamental that filtering for a condition. It looks like a 403 error. I might need to work with my IT on this:

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