Hi Readers and Viewers
In this episode, we will deep dive into Power Automate and will create our first flow. We are also going to see different types of flows available within Power Automate. We will look at the following scenario to create our flow:
Scenario: Assign Territory to a customer based on the ‘Address 1: ZIP/Postal Code’ field in CDS/D365. (Address 1: ZIP/Postal Code is a text field)
Out of the box what’s available: Territories are related to ‘postal codes’ as 1: N relationship. Both Territory and Postal Code are available OOTB in CDS/D365. But on Account form, ZIP/Postal Code is a text field so how do we perform this action without any coding efforts.
Solution before Power Automate (MS Flow): If flow wasn’t there, we would have to create a plugin which will trigger post-operation/ record creation and check the value of ‘Address 1: ZIP/Postal Code’ in the data table of Postal Code and then pick up a related territory to update that territory on account form and the efforts required to that plugin would not be less than 4 hours.
Solution after Power Automate: Thank God it’s Flow! with the help of flow you can achieve the results in 5 minutes or less.
Watch the video here:
Fundraising for Rural Aid Australia- TGIF Shirts, here. https://diyd365.com/tgif-swag/
Descriptive blog post here. https://diyd365.com/2019/03/12/update-a-lookup-from-a-text-field-no-code-solution/
Let me know your thoughts!
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