Power Automate – Dataverse Cheatsheet ACTIONS DESCRIPTION ACTIONS DESCRIPTION

12 Data Type 19 Bound actions target a single table or a set of rows from a
20 Unbound actions aren’t bound to a table and are called as
Sample Comments

TRIGGERS DESCRIPTION
single table static operations. Unbound actions are performed on the
entire environment, not on specific tables or rows.
Text New contact created

2
Whole Number 25 2
1 2 3 21 Parameter name Sample
Business Actions are taken on rows owned Date 2022-01-15T00:00:00Z For Date only field, you still need to set the time to
9 Unit by anyone in your business unit. 00:00:00Z 19 Relationship Choose the relationship from the available options
Organization Actions are taken by anyone within Date Time 2022-01-15T10:30:00Z Date time in UTC Time
Relate with Use the format:
1 the environment.
Choice Select an option or 509180000 Select an option from the provided list in Power
14 https://[environment].crm.dynamics.com/api/data/v9.1/[tablenames](GUID)
Parent: Child Actions are taken on rows that are 12 Choice (lable) triggerOutputs()?['body/_educationcod
Automate OR use the choice value (Ex: 509180000)
Ex: https://environmentname.crm.dynamics.com/api/data/v9.1/tasks(1d2f5776-2c2f-
business unit owned by anyone in your business
2 unit or a child business unit. e_label'] ec11-b6e5-000d3a8a9a8f)

Choices Select an option or You can only choose 1 option from the provided list in
3 509180000,509180001,509180006 Power Automate.
User Actions are taken on rows owned
by you. For multiselect, you can set the choice values separated 22 Parameter name Sample
23 Change sets provide a way to bundle several
4 4 by a comma. (Ex: 509180000,509180001,509180006)
20 operations that either succeed or fail as a group.
Comma-separated list of columns names to trigger the
flow when changed.
7 Delay the flow trigger until a specific UTC time. Currency 1000
Column name Choose the column with the file of the
image When multiple operations are contained in a change set,
5 6 Customer (value) Contacts(00f291c1-7479-ec11-8d21- Use the EntitySetName followed by the record GUID all the operations are considered atomic, which means
firstname,lastname,dka_customfield 2022-03-25T15:00:00Z or dka_processstartfield 13 000d3a554ca0) enclosed in parentheses.
Content Specify the file or image content on
binary or base64 format.
that if any one of the operations fails, any completed
operations are rolled back.
7 Decimal Number 12.30
Content name Specify the name and file extension for
5 Operator Description Sample the file otherwise it will appear as
References:
8 File Not available Use the Upload a file or an image action instead
“Untitled” on your form.
Use a flow to perform a change set request in Dataverse

eq, ne Equal, Not Equal firstname eq ‘Dani’ Floating Point Number 12.30
firstname ne null

gt, ge, lt, le Greater than, Greater than or equal, Less than, age gt 35
Image Convert any file to base64 24 Use the Search rows action in flows to retrieve data from Microsoft Dataverse by using keywords and Dataverse search, which
Less than or equal age le 25 13 Lookup
13 Contacts(00f291c1-7479-ec11-8d21-
000d3a554ca0)
Use the EntitySetName followed by the record GUID
enclosed in parentheses.
delivers fast, intelligent, and comprehensive results across tables in Dataverse.

and, or, not And, Or, Negation firstname eq ‘Dani’ and age ne null
Multiple Text This is a long text If using the rich text editor, you can insert your text in
2 References:
Use Dataverse search to retrieve rows
() Grouping (firstname eq ‘Dani’ or firstname eq ‘dani’) and age HTML format.
10 ne null <b>this is a long text</b> 14
contains String contains contains(firstname,’ani’) Yes/No Select an option or Select an option or use the True or False expression in
Power Automate
endswith String ends with endswigth(firstname,’ni’)
21
NAMING TRIGGERS & ACTIONS
startswith String starts with startswith(firstname,’da’)
13
Get the entitysetname

6 Data Type Sample Leave the name of the Short description of what the

Text firstname eq ‘Dani’

2 Action or the Trigger. trigger or the action is doing

firstname ne null

Whole Number age gt 35

14
age le 25
References:
2
Date birthdate eq 2022-01-15T00:00:00Z • How to get entitysetname while setting lookup value in Power
Date Time birthdate eq 2022-01-15T10:30:00Z Automate – by Debajit Dutta 14
TRIGGERS from Dataverse (legacy) Choice (value) educationcode eq 100000002
14 15
Choice (Label) @equals(triggerOutputs()?['body/_educationcode_label'], 'Primary')
A 2 Row's globally unique identifier (GUID) Select the file or image column name
21
Ex: 1f1e3248-8ba5-ec11-983f-0022483143a7 or
Choices Not available

Currency annualincome eq 345000 14

Customer (value) _customer_value ne null 16
15
EMPTY LOOKUPS
Find the associatednavigationproperty value for lookup. You can use “Level up for Dynamics 365/Power Apps”.
Customer (type) @equals(triggerOutputs()?['body/_dka_customer_type'], 'accounts')
A
2 Decimal Number rating gt 50.50

File Not available

1 3
Floating Point Number @equals(triggerOutputs()?['body/address1_latitude'], 76)
A 2 Initialize a new variable and set it Null Set the variable with the lookup value
Ex: accounts( )
Image entityimageid ne null

Lookup (value) _parentcustomerid_value ne null

14 2 4
Check if the lookup is not Null Set the variable to populate the column
Lookup (type) @equals(triggerOutputs()?['body/_parentcustomerid_type'], 'accounts')
A
Multiple Text description eq 'Those are my notes.' 2
Yes/No creditonhold eq true
12
14

8 4
Flow Owner Default. The user who 1
created the flow 16

Row owner The user who owns the

record. 2
If a record is owned by a 2
team, then this option 14
11 falls back to run as the
flow owner.

2
Ex: parentcustomerid_account($select=website) to retrieve the website of the contact’s parent company.
Modifying user The user that updated
4 22
the record. Then use the outputs('Get_a_row_by_ID')?['body/parentcustomerid_account/websiteurl’] to use the value in other actions of
your Power Automate.

5 6 References:
• Use Expand Query to retrieve related data – by Linn Zaw Win
• Get output data from Expand Query – by Linn Zaw Win
3
9 10
You can create flows that trigger based on a Dataverse 16 23
action: 17 Use the FetchXML Builder to create the Fetch XML Query.
• Catalog – used to organize and manage Dataverse
actions. 17
• Category – used as a sub-classification within a
catalog.
• Table name – used to filter the available actions by 16 4
their associated table (bound actions), or to filter
global actions (unbound actions). For unbound
actions, select (none).
References:
• Action name – used to identify the action that
How to handle empty lookup fields
triggers the flow each time it runs successfully. The list
A of available actions is filtered by the catalog,
category, and table name.

Use Expressions in conditions 18

Parameter Name Description
24 REFERENCES
11 Row count Use to indicate the specific number of rows for Dataverse to return. Here's an • Blog posts on CLOUD FLOWS by Linn Zaw Win
Available input types: example that shows how to request 10 rows.
• Text – That can be converted into a “drop-down list of options” or a “multi-select list of options”
• FetchXML Builder by Jonas Rapp
Skip token Use to handle paging manually with the Skip Token parameter.
• Yes/No • Level up for Dynamics365/Power Apps by Natraj Yegnaraman
• File
18 Partition ID An option to specify the partitionId while retrieving data for NoSQL tables.
• How to get entitysetname while setting lookup value in Power Automate – by Debajit Dutta
• Email – To be able to select a user within your organization. To learn more, see Improve performance using storage partitions when accessing
table data. • Power Automate Gymnastics Reference Guide by CRM Tip of the Day
• Number – Integer and Decimal numbers will work.
• Blog posts on Power Automate by CRM Tip of the Day
• Date – Date only field. Advanced options in List rows action
• Microsoft Docs on how to Use flows with Microsoft Dataverse
March 2022