web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

Community site session details

Community site session details

Session Id :
Power Platform Community / Forums / Power Automate / Getting customer notes...
Power Automate
Unanswered

Getting customer notes via chat command in Teams

(0) ShareShare
ReportReport
Posted on by 10

I am hoping to use the "When keywords are mentioned" in a Teams message Flow trigger to kick off a flow that does the following:

  • Parses the message for a customer name
  • Provides relevant notes (previously stored in SharePoint or potentially D365) for that customer in an adaptive card

Users would use this Flow by posting something like "getnotes Contoso" in the appropriate channel.

Is this approach...crazy? I was looking into Power Virtual Agents for this, but it looks like you'd have to manually maintain a list of entities for this and there's no way to automatically populate or depopulate it. My users LOVE Teams but don't like learning/navigating into new systems. They currently enter their notes as Teams posts, but it is challenging to keep the data structured and ensure searchability. I am hoping to start storing their information in a more structured fashion but to hide the complexity by giving them a Teams-based interfacing for browsing and discussing these things. Anyone have advice?

Categories:
I have the same question (0)

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Users!

Kudos to our 2025 Community Spotlight Honorees

Congratulations to our 2025 community superstars!

Leaderboard > Power Automate

#1
trice602 Profile Picture

trice602 239 Super User 2026 Season 1

#2
David_MA Profile Picture

David_MA 177 Super User 2026 Season 1

#3
Kalathiya Profile Picture

Kalathiya 97 Super User 2026 Season 1

Last 30 days Overall leaderboard