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Power Platform Community / Forums / Power Automate / Integrate Dynamics 365...
Power Automate
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Integrate Dynamics 365 and Excel

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Posted on by
Hi all, 
I am taking my first steps within power automate and would like to start with a seemingly simple flow
I am part of a queue (which we will call “Office” to exemplify) on Dynamics 365. I would like to note in an excel (found in onedrive) all the tickets in the “office” queue of which I am an assignee/owner.
So the trigger is: I become an assignee/owner of a ticket within the “Office” queue.
the action is: write a line inside an excel file with the details of that ticket (time, name, description, etc.)
Ideally, this should be automated, but it's also fine if it runs every x hours.
How can I do this?
Thank you very much!
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  • Suggested answer
    SaiRT14 Profile Picture
    1,992 Super User 2025 Season 1 on at
    Hi ,  pls try the following:
     
     
    Step Action Details
    1. Set Up Excel File Create an Excel file in OneDrive. - Add a table with the following columns: Ticket ID, Time Assigned, Ticket Name, Description, Assigned To.
    - Save the file, e.g., OfficeTickets.xlsx in your desired OneDrive folder.
    2. Create a Flow Open Power Automate and create a new flow. - Go to Power Automate > Create > Automated Cloud Flow.
    3. Trigger Setup Use Dataverse trigger: "When a row is added, modified, or deleted." - Table name: Select your ticket table (e.g., Ticket).
    - Scope: Set to Organization or as per your requirement.
    - Configure the trigger to fire on updates.
    4. Add a Condition Add a condition to check the ticket's queue and ownership. - Condition:
    1. Queue Name equals "Office".
    2. Owner/Assignee equals @{triggerOutputs()?['body/_ownerid_value']} (your user ID).
    5. Add Action: Excel Use the action Add a row into a table from the Excel Online (Business) connector. - File: OfficeTickets.xlsx (path in OneDrive).
    - Table: Select the table in the Excel file.
    - Map fields dynamically:
    - Ticket ID: @{triggerOutputs()?['body/ticketid']}
    - Time Assigned: @{utcNow()}.
        - Additional fields:
    - Ticket Name: @{triggerOutputs()?['body/ticketname']}
    - Description: @{triggerOutputs()?['body/description']}
    - Assigned To: @{triggerOutputs()?['body/_ownerid_value']}.

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