Power Automate - Dataverse Filter, Create and Update records

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  • Опубліковано 5 вер 2024
  • This video explains how to update or create dataverse records from one table to another table using filters.
    Community Thread
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КОМЕНТАРІ • 37

  • @ankitnaik7232
    @ankitnaik7232 Рік тому +3

    Very informative sir…keep making on power automate flows

    • @abm4975
      @abm4975  11 місяців тому

      Thanks for your support.

  • @divyaluthra6776
    @divyaluthra6776 Рік тому +2

    Thanks a lot for sharing this really helful content.

  • @codecumba
    @codecumba 3 місяці тому +1

    Awesome!

    • @abm4975
      @abm4975  3 місяці тому

      Thank you! Cheers!

  • @sinaa7562
    @sinaa7562 7 місяців тому +2

    Thanks for this great Video. Helps a lot!!! ☺

  • @iswaryapari
    @iswaryapari 5 місяців тому +1

    Thanks it worked me

    • @abm4975
      @abm4975  5 місяців тому

      You're welcome!

  • @victorcajarito
    @victorcajarito Рік тому +1

    this video is great, can you share how to aggregate a value and update to another list.

    • @abm4975
      @abm4975  Рік тому

      Hi
      Apologies for the late reply. Could you please post this in Power Automate community forum. Tag me as @abm. I will have a look.
      powerusers.microsoft.com/t5/Building-Flows/bd-p/BuildingFlows

  • @sonnailasymponia4573
    @sonnailasymponia4573 Рік тому +1

    Could you please help me out on updating the pre-existing Excel spreadsheet when a new item is added in dataverse table using powerautomate?

    • @abm4975
      @abm4975  Рік тому

      Hi
      Follow the below steps:
      1. Create a table for the pre-existing Excel file. This is a manual step.
      2. Next create a flow - Add a Dataverse trigger when a new record is created.
      3. Next use add a row action step excel for creating the new items in excel
      Thanks

  • @dineshkumarpallineni
    @dineshkumarpallineni Рік тому +1

    Can you kindly explain how to upload all the newly created CRM contact or lead data to SharePoint using power automate

    • @abm4975
      @abm4975  Рік тому

      Hi
      Use Dataverse action step called 'When a row is added, modified or deleted'
      Thanks

  • @santoshkumar-sj6ef
    @santoshkumar-sj6ef 3 місяці тому +1

    No sound in this video

    • @abm4975
      @abm4975  3 місяці тому

      Hi Santhosh
      Just checked it again and the audio is there. As you can see there are quite a few comments from this video and none of them reported it.
      Thanks

  • @hingedelephant
    @hingedelephant Рік тому +1

    Get a good mic and a digital recorder for your audio. Your videos will improve greatly.

    • @abm4975
      @abm4975  Рік тому +1

      Thanks. Will do.

  • @dallaschambers5150
    @dallaschambers5150 Рік тому +1

    Could you take data from a MS form where they have uploaded a image and insert it into a field within d365? So upload a image to CRM from the form entry using power automate?

    • @abm4975
      @abm4975  Рік тому

      Hi
      Are you using Microsoft Forms or Customer Voice Forms (From Pro)?
      Thanks

    • @dallaschambers5150
      @dallaschambers5150 Рік тому

      @@abm4975 Hi! Using MS forms to capture user input, using my flow to run a bunch of conditionals, then using that data to create a case record in CRM CE. I know you can upload a image into a ms form, but not sure how to take that and put it in CRM in a field

    • @abm4975
      @abm4975  Рік тому

      Hi
      Do you still need help in this?
      Thanks

    • @dallaschambers5150
      @dallaschambers5150 Рік тому

      @@abm4975 Yes! I was hoping you would be able to make a video taking a image uploaded to a MS form and inserting it into a field in D365

  • @tmsyeds
    @tmsyeds 9 місяців тому +1

    Very useful, thanks :-) Can you please help me create a flow to count the no. of customers per employee in Customer table and then update column "No. of customers" in the Employee table with the counted number for each employee whenever a change is made in the Customer table?

    • @abm4975
      @abm4975  9 місяців тому

      Hi
      Thanks for your question. Couple of questions.
      1. Is this Dataverse?
      2. What's the datatype if employee and customers?
      Thanks

    • @tmsyeds
      @tmsyeds 9 місяців тому +1

      Hi@@abm4975 Thanks a lot for replying. Yes, this is dataverse. Both employee and customer are text columns. In customer table I also added a yes/no - 1/0 column, thinking it might be easier to sum or count this numeric value.

    • @abm4975
      @abm4975  9 місяців тому +1

      Thanks for your reply. Could you connect me via teams. See my contact email from Channel > About section

  • @YaryRivera
    @YaryRivera Рік тому

    What If the mothly employee table had several employees in the same department with a unique department id and a column of salary amount per project that needed to be to added before sending to the Employees table, How would I add the values for each unique department id before I send that total amount to the Employees table under department salary total?

    • @abm4975
      @abm4975  Рік тому

      Apologies for the late reply as I was away and busy for last few weeks. Do you still need help in this? Please let me know. Thanks

  • @ch.shravya2040
    @ch.shravya2040 Рік тому +1

    If table has 2 lakhs records how can we pull the data in logicapp

    • @abm4975
      @abm4975  Рік тому

      Hi
      You need to apply pagination. There are lots of article regarding this. Here is one.
      softchief.com/2021/12/11/retrieve-more-than-5000-records-from-dataverse-or-dynamics-365-in-power-automate-using-fetchxml-paging/
      Thanks

  • @arahabigailbalgos6897
    @arahabigailbalgos6897 4 місяці тому

    Hello! what if i need to get excel data from sharepoint? how can that work? thanks in advance!

  • @lerishamendonsa3126
    @lerishamendonsa3126 Рік тому +1

    Can you make a video on how yo change the format of the file .. example from .7z file to .zip file or from zip to .txt file etc.

    • @abm4975
      @abm4975  Рік тому

      Hi Lerisha
      I am not sure you can just convert a zip file to txt file. All file extensions have its own way of encrypting the content.
      Thanks

    • @lerishamendonsa3126
      @lerishamendonsa3126 Рік тому

      @@abm4975 thank you sir😊..it's okay