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How to mark a dynamics 365 task as completed

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Posted on by domdom

Hi Community,

Like everyone else, I was 'copy & paste' all the workflows in D365 to Power Automate, however, here is a really simple question that I cannot figure out.

In my D365 workflow, I can create a Task record, and change record status to 'Completed' (see the screenshot below)

Task issue 1.PNG

However, in the power automate, I don't really know how to do that, I tried to 'Update the record' -> change the status to completed, then I received this error message:

Task issue 2.PNG

The flow in the power automate is really simple: Create a record (CDS) -> Update a record (CDS), i deleted the 'update record' stage as it doesn't work.

Task issue 3.PNG

Also, just another question, when do we use create a CDS record, and when do we use create a d365 record?

Many many thanks in advance,

Dominic

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DeepakS 2,301 Most Valuable Professional on at

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Hi @domdom

Here is an example of create a task record and update the status. If this does not help you much share a screen capture of your flow so i can help you better.

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domdom 47 on at

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Thanks for your reply, this is exactly what i did and it just doesn't work 😞

The error message is: 5 is not a valid status code for state code TaskState. 5 is the value of 'completed' in our CRM
shennu 82 on at

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@domdom

Don't know if you have found the solution for this. And I have just came across the same error with both CDS and the current environment connector. In case if anyone else gets this error, here is what worked for me

Update the field "Activity Status" instead of the "Status Reason"
GB-Andworx 33 on at

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I'm coming across this same error too. It looks like you can't set Activity Status (so all created records will be in "Open") and can't set a Status Reason that doesn't map to the Open Activity Status.

For context, see this MS article about statecode and statuscode - Activity (ActivityPointer) table - Power Apps | Microsoft Learn
GB-Andworx 33 on at

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Actually, I just found a solution at Close Case with Power Automate » Benedikt's Power Platform Blog (benediktbergmann.eu). It's annoyingly complicated, but at least it works. Refer to his blog for the full explanation, but at a high level:
Create a custom bound action on your table in your solution (to change status to 'complete' or 'canceled')
Use a condition in the flow to call the appropriate bound action

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