Button Flow in Power Automate to replicate a Quick Create Form in D365 CE

I wanted to try a quick example of a Flow Button. I thought, why not make a simple Quick Create like form to enter data in Dynamics from Flow itself? So here’s a little form I did –

Create Button Flow in Power Automate

Now, let’s start of by creating a Flow button itself.

  1. Choose the template to create a Flow button.
    createFlowButton
  2. And give a suitable name and select the Flow trigger which is a button
    createAccountNew
  3. Now, select what input controls you want to add to the Flow Button. Click on Add Input and then select the Input you want to start off with
    addInput
    chooseControl
  4. Now, since in this example, I’m trying to create a simple Quick Create like form for D365, I’ll choose the most obvious fields I want and create the inputs as below
    buttonLayout
  5. Further, I’ll connect the same to CDS and Create a record in Dynamics using the input I receive from the Flow button, so – my CDS mapping in the Flow below looks like this –
    upperFlowBody
    I’ve mapped the Company Name and Annual Revenue fields.

    And now, I map the remaining Email address field to create my record.
    lowerFlowBody

    My Flow is now ready and after testing it, I’m ready to use it on my phone.

Run the Button Flow on Phone

On the phone app, make sure you have access to the Flow and navigate to Buttons on the screen-

  1. In Power Automate app, open the Buttons section and check for the Flow Button you created – Create Account in this case –
    buttonView
  2. Once you push the button, you’ll see the form you created with the input fields
    blankForm
  3. Finally, when you fill out the form, you’ll simply need to hit Done and that should be it.
    readyToSubmit

 

Check the Record in D365

Now, if you check in Dynamics, the record must’ve been created already!
record

 

Hope this quick tutorial helps!!

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.