Skip to main content

Notifications

Community site session details

Community site session details

Session Id :
Copilot Studio - General
Answered

Creating Record in D365

(0) ShareShare
ReportReport
Posted on by 9

Hi,

I am really new with BOT. I just build my first Bot related to property managment software of my company.it just extracts info from D365 and display in bot.

Now i want to create a maintenance request in D365 by taking input from users through the bot.

which means i want to create records in D365.

can someone guide me please

thanks in advance

  • Verified answer
    CU22081450-0 Profile Picture
    Most Valuable Professional on at
    Re: Creating Record in D365

    The duplicated topic here: Re: Creating Records in Dynamics 365 - Power Platform Community (microsoft.com)

    [I am closing this topic, follow all updates on another one]

  • CU22081450-0 Profile Picture
    Most Valuable Professional on at
    Re: Creating Record in D365

    Hi @AishaD365 ,

     

    Inside PVA bots, if you want to do anything on another platform (e.g. Dynamics, SharePoint, Excel, etc) you will need to use the Power Automate actions.

    https://docs.microsoft.com/en-us/power-virtual-agents/advanced-flow/?WT.mc_id=BA-MVP-5003806

     

    Create a flow that creates a record into the Dataverse: https://docs.microsoft.com/en-us/power-automate/dataverse/overview#overview-of-actions?WT.mc_id=BA-MVP-5003806 

     

    Let me know if you have any questions.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Warren Belz – Community Spotlight

We are honored to recognize Warren Belz as our May 2025 Community…

Congratulations to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Copilot Studio - General

#1
stampcoin Profile Picture

stampcoin 8

#2
Artur Stepniak Profile Picture

Artur Stepniak 5 Super User 2025 Season 1

#3
Ekta Gupta Profile Picture

Ekta Gupta 4

Overall leaderboard