Showing posts with label power automate. Show all posts
Showing posts with label power automate. Show all posts

Monday, January 4, 2021

Create Email in Power automate using Email address string / for unresolved recipients

WE come across scenarios where the Email recipients are not the CRM Users/ Contacts/ Queues which can get resolved when chosen in the Activity Party field as To. In such cases, we can use the addressused property of the activity Party to intake the email address string directly. 

In the below example, I am going to use a CRM user having a valid address as a sender and direct Email address for the 'To' field.

Steps:

1)Set the, "Allow messages with unresolved email recipients to be sent" option to Yes in System Settings. 





2)Set the sender variable with the record type and Guid(Optional, This can also be input directly in the step 4, or the Email address can also be set directly instead of record type-guid)

Store in a variable using compose step - this I did environment specific by storing in a custom config entity. and below is what I have for the dev environment.



systemusers/336e28c4-bdc4-ea11-a812-000d3a79607c

3)In the Create Email Action,  at the right top corner of Activity Party section, click on "Switch to detail inputs for an array item".


4)Input the string as below: 

[

  {

    "participationtypemask": 1,

    "partyid@odata.bind": @{variables('EmailSender')}

  },

  {

    "participationtypemask": 2,

    "addressused": "testemail@fabrikam.com"

  }

]


In the above expression,
   "participationtypemask": 1 corresponds to Sender, 

   "participationtypemask": 2 corresponds to recipient.

@{variables('EmailSender')}--> should resolve to the Email sender variable. Sender can also use "addressused" in place of "partyid@odata.bind" in case want to use Email address string instead of the user with guid.

Below is a snapshot

And We are ready! Save and Test the flow!!





Sunday, August 2, 2020

Check User Roles - Power Automate

We'd have come across requirements to check the roles of a User in Power automate, but not have found any message to get a User Roles directly from the flow. So the way to do it is to retrieve the System User: Role N:N intermediate entity records and check the count.

There's a different challenge going this way! the intermediate entity name to be used for list Records action in the flow is not same as the name that we see in the CRM solution, we need to get that from the API service. You can get the same by searching for the relation in the page: https://[OrganisationName].api.crm [Version] .dynamics.com/api/data/v9.0/         (Source : https://ajitpatra.com/2019/08/26/microsoft-flow-retrieve-nn-records-in-d365/)
For a System user roles the entity name is systemuserrolescollection

Below is the list records action fetch xml to retrieve No. of roles out of roleName1/roleName2/roleName3 that a User with guid "XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX" this guid can be passed directly or  can also be replaced with a variable as in the snapshot.
fetchxml for list records:

<fetch>
  <entity name="systemuserroles" >
    <attribute name="systemuserroleid" />
    <filter>
      <condition attribute="systemuserid" operator="eq" value="XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX" />
    </filter>
    <link-entity name="role" from="roleid" to="roleid" link-type="inner" alias="Roles" >
      <filter type="or" >
        <condition attribute="name" operator="eq" value="roleName1" />
        <condition attribute="name" operator="eq" value="roleName2" />
        <condition attribute="name" operator="eq" value="roleName3 />
      </filter>
    </link-entity>
  </entity>
</fetch> 

The Length of the list - in this case  length(outputs('Retrieve_Creating_User_Roles_intent_roles_count')?['body']?['value']) returns non zero if User has at least one role out of above 3  mentioned. Replace Retrieve_Creating_User_Roles_intent_roles_count with the name of list records step.
And you are ready!