Power Automate Cheatsheet v2024 Dataverse connector

Scope Select Columns: The flow triggers if any of them are modified
1 2
Business Unit Actions are taken on rows owned by anyone in your business unit. Column type Description Sample

Organization Actions are taken by anyone within the environment. • Text, Comma-separated list of column logical firstname, lastname, parentcustomerid,
• Multiple Text names. dka_custom,
• Number,
Parent: Child business unit Actions are taken on rows that are owned by anyone in your business unit or a
• Date & Time,
child business unit.
• Lookup,
• Choices,
User Actions are taken on rows owned by you. • Currency,
• Autonumber,
• File
Filter Rows by column type: The flow triggers if the conditions are met
3 • Image Does not trigger the flow if you specify If the column is called kco_image, you must
Column type Sample the column logical name. specify kco_imageid to trigger the flow.

• Text firstname eq ‘Dani’ To trigger the flow, you must add “id” at
• Multiple Text description ne null the end of the field logical name.

• • Formula (Power Does not trigger the flow.

Number age gt 35
• Decimal rating gt 50.50 FX)

• Date birthdate eq 2022-01-15T00:00:00Z

Filter Rows - Operators
• Date & Time birthdate eq 2022-01-15T18:30:00Z
4 https://learn.microsoft.com/en-us/power-apps/developer/data-platform/webapi/query/filter-rows

• Lookup _parentcustomerid_value ne null Operator Description Sample

_parentcustomerid_value eq 79ae8582-84bb-ea11-a812-000d3a8b3ec6
• eq Equal, firstname eq ‘Dani’

1
• Choice (Yes / No) creditonhold eq true • ne Not Equal firstname ne null
creditonhold ne null
• gt Greater than, age gt 35
• Choice contacttype eq 842310000 • ge Greater than or equal, age ge 35
statuscode eq 1 • lt Less than, age lt 35
• le Less than or equal age le 35
• Choices (multi select) Not available
• and And, firstname eq ‘Dani’ and age gt 35
• Currency creditlimit gt 2000 • or Or, firstname eq ‘Dani’ or age gt 35
• not Negation not contains(firstname, ’Dani')
firstname, lastname 2 • Autonumber kco_autonumber ne null
• () Grouping (firstname eq ’Dani’ or firstname eq ’Kahil')
and revenue gt 5000
3 4
• File Not available
firstname eq ‘Dani’
• • contains String contains contains(firstname, ‘Dani’)
Image kco_imageid ne null
• endswith String ends with endswith(firstname, ‘ani’)
2022-03-25T15:00:00Z 5 • Formula (Power FX) kco_citycalculated ne null
• startswith String starts with startswith(firstname, ‘Dan’)

Flow owner 6 Delay Until

5 Scope
Delay the flow trigger until a specific UTC time: 2022-03-25T15:00:00Z or dka_processstartfield 6
7 Flow owner Default. The user who created the flow

Modifying user Actions are taken by anyone within the environment.

7 Connected to
Row owner Actions are taken on rows that are owned by anyone in your business unit or a
Select an existing connection reference or create a new one.
child business unit.
To configure a service principal: https://powerplatformuniverse.com/power-automate/use-a-service-principal-
to-run-dataverse-actions-in-power-automate/
 Power Automate Cheatsheet v2024 Dataverse connector
Sort By
8
Use the column and the asc or desc suffix to indicate ascending or descending order.

Fetch Xml Query: Use a Dataverse-style FetchXML query.

9
Use Advanced Find in a Model Driven Power App to create and download the FetchXML.

Contacts

firstname, lastname 2 80ac35a0-01af-ea11-a812-000d3a8b3ec6 12

firstname eq ‘Dani’ 3 4
Or Use the FetchXML Builder to create the Fetch XML Query.
firstname desc 81
9
<fetch version="1.0" output-format="xml-platform" mappi firstname, lastname 2
10 10 parentcustomerid_contact($select=fullname) 11
2

3 4
parentcustomerid_contact($select=fullname) 11
5

Row Count Expand Query

10 11
Limit the number of rows to be listed Use Expand Query to retrieve data from a related (lookup) table.
Ex: parentcustomerid_contact($select=fullname)

Row ID
12
Row’s globally unique identifier (GUID)
Ex: 80ac35a0-01af-ea11-a812-000d3a8b3ec6 or
 Power Automate Cheatsheet v2024 Dataverse connector
Add or Update the column values
13
Column type Sample

• Text This is some sample text

• Multiple Text

• Number 35
• Decimal 50.50

• Date 2024-01-15T00:00:00Z

• Date & Time 2022-01-15T18:30:00Z

• Lookup Contacts(00f291c1-7479-ec11-8d21-000d3a554ca0)

14 OR

Dani 13 12
80ac35a0-01af-ea11-a812-000d3a8b3ec6
Make sure to use the OLD DESIGNER when working with Activity Party

• Choice (Yes / No) Select an option or

Brisbane 13 • Choice Select an option or 509180000

Activity Party Attribute Value
14 • Choices (multi Select an option or 509180000,509180001,509180006
Lookup to the Party. Ex: Contacts(00f291c1-7479-ec11-8d21- select)
000d3a554ca0)
• Currency 2000

• File Use the Upload a file or an image action instead

Relationship
15 • Image Convert any image to

Choose an existing many-to-many relationship

References

Relate With or Unrelate With • FetchXML Builder by Jonas Rapp

16 • Use a Service Principal to run Dataverse actions in Power
Enter the row URL using OData ID from a previous step:
Automate by Daniel Ciećkiewicz
OR
• Filter rows using Odata on Microsoft Learn
Type the full URL: • Overview of how to integrate Power Automate flows with
https://org0.crm.dynamics.com/api/data/v9.0/faxes(3ce6c728-3c8a-4b55-
Dataverse on Microsoft Learn
12
80ac35a0-01af-ea11-a812-000d3a8b3ec6 12
80ac35a0-01af-ea11-a812-000d3a8b3ec6
a4ee-a251b253c3ee)

15 15
Author: Dani Kahil Last update: Sep 2024
16 16
https://org0.crm.dynamics.com/api/data/v9.0/faxes(3ce6c728
-3c8a-4b55-a4ee-a251b253c3ee)