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Power Platform Community / Forums / Power Automate / Filtering leads by use...
Power Automate
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Filtering leads by user in Dynamics

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Posted on by mah 3

I am trying to create a flow that is triggered by the creation of a new lead or change to a lead.  I have been successful in doing this but I would also like to determine the number of open leads that the user has and return the number in the email as well.  If this is possible "what" eq "what" in the Filter Query?  thx

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Building flows
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    v-xida-msft Profile Picture
    v-xida-msft on at

    Hi @mah,

     

    Do you want to determine the number of open leads that the current user has?

    I have made a test on my side and the flow works well. Please take a try with the following workaround:

    1. Add “When a record is created or updated (Preview)” trigger, specify Organization Name, set Entity Name to Leads.
    2. Add “Get record” action, specify Organization Name and Entity Name. Item identifier set to Lead content of above trigger.
    3. Add “List records” action, specify Organization Name and Entity Name. In Filter Query field, type the following formula:5.JPG
    4. Add “Send an email” action

     Image reference:6.JPG

     7.JPG

     

     

    The flow works successfully as below:8.JPG

     

    Best regards,

    Kris

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