Skip to main content

Notifications

Community site session details

Community site session details

Session Id :

Automate Case Resolution (Power Automate + Process)

Haseeb Ahmad Profile Picture Haseeb Ahmad

Hey everyone, this is Haseeb Ahmad, and in today's vlog, I’ll show you how to automate the resolution of a case record in Dynamics 365 using a custom process with a bound action, which is then triggered via Power Automate.

Since Power Automate alone can’t directly resolve a case using the standard “Set Status” call due to limitations, we’ll create a classic process with the necessary steps and then call that process using the Perform a Bound Action step.

Why use a Bound Action?

Bound actions are powerful because they allow you to execute specific business logic tied to a single record, like resolving a case, through a custom process. In this scenario, since the native "Set Status" action in Power Automate doesn't support resolving a case, a bound action gives us a clean and supported workaround.


First, navigate to your Dynamics 365 solution and create a new Process.

Choose:


  • Category: Action

  • Entity: Case

  • Name: ResolveCaseBoundAction (or your preferred name)

This process will later be exposed as a bound action that we’ll call from Power Automate.

Add Step to Change Status:

Inside the process, click Add Step → Change Status.
This step will update the case's status to Resolved, which is otherwise restricted in standard flows.



Case Set to Problem Solved:

Configure the status change:
Status Reason: Problem Solved
Status: Resolved
This simulates closing the case as “Resolved” from the system interface.

Save and Activate:

Make sure to save and activate this workflow.
Once activated, it will automatically be registered as a bound action and become available for use in Power Automate.

Create a Cloud Flow:

Now switch to Power Automate, and create a new flow. In this example, we use a Automated flow or trigger of your choice.


List Rows and Filter Specific Owner:

Use the List Rows action for the Case table, and optionally filter on owner, status, or other conditions to select only open cases that meet your logic.

Perform a Bound Action

Next, add the "Perform a bound action" step.

Entity Name: Cases

Action Name: Select the workflow you created earlier (e.g., ResolveCaseBoundAction)

Row ID: Pass the case ID from the previous List Row step.

✅ This will execute the workflow you configured — and successfully resolve the case using the backend capability of the process.

Conclusion

With this method, you can now resolve cases directly from a Power Automate flow — even though direct status change is restricted.
You’ve combined the flexibility of classic process automation with the modern capabilities of Power Automate.

If you found this walkthrough helpful —

💬 drop a comment, ❤️ give it a like, and 🔁 repost to support!

Let’s keep empowering the Power Platform community together!



Haseeb Ahmad

BETA MLSA | 10x Microsoft Certified | Junior Technical Consultant

#PowerPlatform #MicrosoftDynamics365 #PowerAutomate #BoundAction #LowCode #Automation #MSCertified #BETAMLSA #HaseebAhmad

Comments

*This post is locked for comments