powerautomate

Add marketing task whe a training course is created

With Microsoft Dataverse, you can store and manage data for business applications and integrate natively with other Microsoft Power Platform services like Power BI, Power Apps, Microsoft Copilot Studio, and AI Builder from your cloud flows.

The Microsoft Dataverse connector provides several triggers to start your flows and many actions that you can use to create or update data in Dataverse while your flows run. You can use Dataverse actions even if your flows don’t use a trigger from the Dataverse connector.

Use the Microsoft Dataverse connector to create cloud flows that start when data changes in Dataverse tables and custom messages. For example, you can send an email whenever a row gets updated in Dataverse.

Overview of triggers

The Microsoft Dataverse connector provides the following triggers to help you define when your flows start:

• When a row is created, updated, or deleted

• When an action is performed

• When a flow step is run from a business process flow

Overview of actions

The Microsoft Dataverse connector provides the following actions to help you manage data in your flows:

• Create a new row
• Update a row
• Search rows with relevance search
• Get a row
• List rows
• Delete a row
• Relate rows
• Unrelate rows
• Execute a changeset request
• Get file or image content
• Upload file or image content
• Perform a bound action
• Perform an unbound action

In this Lab

In this lab, you will create a cloud flow using a Power Automate that will update a maekeing Dataverse table

• Learning objectives- Cloud flows using Dataverse
• Duration - 15 minutes
• Scenario - A record created in a Power Automate Cources tebale will automatically add a row in the Marketing table
• Prerequisites - Each student must have a dedicated custom table in. Dataverse tables can be created in the Power Apps developer portal (make.powerapps.com) The student will create this list in the first task of this lab.

Task 1

Create two new tables - Power Automate Courses and Marketing Tasks in Dataverse using the following steps

• Navigate to make.powerapps.com > + New Table > Add Columns and Data> New Column

  

• Repeate the above step to create the two tables:

  • Power Automate Courses

  

  • Marketing Tasks

  

Task 2

Create a cloud flow from scratch:

a. Create a new Automated Cloud Flow. Name it Add Marketing Task when PowerAutomate Course Created. Choose your flow trigger as When a row is added, modified or deleted. Click Create.

b. Configure the trigger:

• Change Type: Added
• Table Name: Power Automate Courses
• Scope: Organization

c. Add new action. Click on New Step > Search for Dataverse > Select Add a New Row.

d. Configure the new action Add a New Row

• Table Name: Marketing Tasks (from the list of dataverse tables)
• LinkedIn Promo: Yes
• Twitter Promo: No
• Mareting Description: Please set up marketing initiatives for the new course - Course Name (from dynamic content)
• Name: Promo - Course ID (from dynamic content)

e. Add a new action Send and email (v2)

• To:
• Subject: Course name released!
• Body: Congratulations!

f. Save the flow

Task 2

Test the flow: a. Navigate to the Power Automate Courses table in name.powerapps.com. b. Add a new row to the above table:

c. Validate the new record in the Marketing Tasks table

Also, validate the Congratulations email.