Category: PowerApps

How to – Create Marketing form submission record through Flow (Power Automate) – Dynamics 365 Marketing


Recently we were exploring the possibility of creating a marketing form submission record through flow/custom code. Here simply creating the marketing form submission record is not enough, for it to be processed by the platform, we need to call the bound action – msdyncrm_UpdateMarketingFormSubmission with Step = Retry. (And it’s all not an officially supported scenario, so be careful)

Below is how the flow looks like

First, we create a form submission record –

After creating the form submission record, we are creating and associating the marketing field submission records with the values that we want to pass for the form – email, first name, and last name in this case.

And then eventually calling the action –msdyncrm_UpdateMarketingFormSubmission to trigger the submission (resubmit) of the form submission record.

On running the flow, we can see the record created with the status as pending.

Within a few seconds, if the input is correct, we can see the status updated as success

and the corresponding contact/lead created or updated.

Hope it helps..

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Fixed – Global variables are not allowed in StartScreen (PowerApps / Custom Page)


Recently while working on a custom page we had a requirement to show different screens on the app start based on a choice field in the record. (The custom page was being opened from a button/command on the form)

For the custom page’s App OnStart we were first removing the curly brackets from the recordID parameter passed to set the ContractId variable followed by setting ContractRecord variable using that GUID in the LookUp function.

Below is the JavaScript used to pass the parameters to the custom page (from the command/ribbon button)

Now based on Contract Type optionset field in the Contract record we wanted to show a different screen as the start screen. However, trying to use the Global Variable in the StartScreen function gave us the error – “Global Variables are not allowed in StartScreen”

The solution here was to use the Param recordId to get the record and set the start screen accordingly in the StartScreen instead of ContractRecord global variable.

Also check  – https://debajmecrm.com/how-to-dynamically-show-the-start-screen-of-an-app-in-power-apps-canvas-apps/

Hope it helps..

 

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List Rows, Select Columns, and Lookup field – Power Automate / Dataverse


Suppose we want to retrieve the value of the source campaign lookup of the lead records.

The schema name of Source Campaign is – campaignid

To get its GUID in the Select columns of list rows we can specify it as

_campaignid_value i.e. _lookupschemaname_value

The other option is if we specify the schema name in select columns then we need to use the expand property to get the GUID as well if we want any other attribute values e.g. text/label of the lookup field.


Hope it helps..

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How to – Set Default value for the combo box in Canvas Apps (Dataverse)


Suppose we have the following Combo Box named Status bind to one of the choice fields of Dataverse.

Items = Asset Status option set field of table Product.

Now if we want Available to be the default selected value for it, we can use the DefaultSelectedItems property of the combo box.

DefaultSelectedItems = Filter(Choices(Products[@’Asset Status’]), Value = ‘Asset Status’.Available)

Also if we want to set the value of the Villages combo box based on the value selected in the Region combo box. The region is a lookup field in the Villages table.

We can update the Items property of the Villages combo box from

Villages (Data Source)

to

If(IsBlank(comboRegion.Selected),Villages, Filter(Villages, Region.Region = comboRegion.Selected.Region))

Hope it helps..

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How to – Handle single quote/apostrophe in Filter Rows in Power Automate (Dataverse)


Say for e.g. we have the below flow, which finds the lead having subject as “My Test’s Value”

On running it we get the below error

To make it work we can make use of replace function here.

replace(variables('Subject'),'''','''''')

‘ = to espace

‘ = special character

replace(variables(‘Subject’),‘‘‘‘,‘‘‘‘‘‘)

Please refer to the helpful post- https://techcommunity.microsoft.com/t5/power-apps-power-automate/how-to-handle-single-quotes-in-the-filter-property-with-get/m-p/2617747

This time it works successfully.

ChatGPT – quick to correct and give the right answer.

Hope it helps..

 

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Resolved – Request to XRM API failed with server error: ‘Message: Timeout occurred when calling the XRM api’ Code: InnerError: Type: System.Threading.Tasks.TaskCanceledException Message: A task was canceled in Power Automate


We were getting below Timeout error while trying to save our Power Automate flow.

Request to XRM API failed with server error: ‘Message: Timeout occurred when calling the XRM api’ Code: InnerError: Type: System.Threading.Tasks.TaskCanceledException Message: A task was canceled. 

It could be because of some issues at the product end – some outage or server load. It lasted for around 15-20 minutes for us, after which we were able to save and test our flow successfully.

Hope it helps..

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