Back to Basics # 29: Call Power Automate Flow from BPF in Dynamics CRM

Introduction:

We can enhance BPF so that a Power Automate Flow can be called in between stages. So here, in this post we see in the same vaccination use case to call an Power Automate Flow to the selected contact in the initial stage.

Step 1:

Login to the required environment and go to flows and select Business process flows – Vaccination as shown in the   below figure.

Step 2:

After Step 1 , in Vaccination BPF ,select Contact Vaccinated Stage and go to components and drag and drop Flow Step(Preview) and name it as Call Cloud Flow as shown in the   below figure.

Step 3:

After Step 2 , name Flow Step as Call Cloud Flow and respective sequence number will be automatically assigned and under Select a Flow provide BPF Cloud Flow as shown in the   below figure.

Step 4:

After Step 3 , if we want to edit Existing BPF Cloud Call and consider cloud flow and select  and  Get Contact Details by providing Row ID with BPF Flow Stage Entity Record Id  and then Get First Name from Contact Record by providing First name from Get Contact Details Step and then Update Process Logs with Succeeded Message on Process Logs table with FlowsWorkflowlogid and then save the flow as shown in the   below figure.

Step 5:

After Step 4 , activate BPF and then open CRM Contact Record Contact Vaccinated Step and click on Run Flow Button under Call Cloud Flow  as shown in the   below figure.

Step 6:

After Step 5 , a popup will be shown to run Flow and click on Run Flow button  as shown in the   below figure.

Step 7:

After Step 6 , if flow runs successfully then observe and refresh contact page and observe Status beside Call Cloud Flow in BPF Turns to Succeeded as shown in the below figure.

Note:

  1. Make sure every stage and data steps are discussed before implementation.
  2. Validate, Save and Activate BPF without fail.
  3. During creation of Power Automate Flow, make sure to select as automate flow and select trigger in Dataverse when a flow step is run from a business process flow.
  4. BPF’s works only in Modern Driven Apps.

Conclusion: In this way, one can easily call Power Automate Flow from Business Process Flow in Dynamics CRM.

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