Dynamics 365 and Planner

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Posted on by BW-22071427-0

Hello,

I am trying to create a Flow to create tasks in my planner (to a designated "To-Do" bucket) based on what my sales team fills out on Microsoft Dynamics 365. The goal is that if an opportunity gets to a curtain filter criteria, (for our Status, Company, and Pipeline Phase) then the To-Do bucket would auto populate with the task.
I can't seem to get this to work at all and I am curious if it is because we don't have Dynamics 365 Business Central? I can only seem to find this one flow for dynamics 365 for creating when a record is updated when I need it to modify.
can I use this Flows to do this or does the (deprecated) mean it is not supported anymore?

Any help would be much appreciated.

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Business Process Flows

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yashag2255 24,601 Super User 2024 Season 1 on at

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Dynamics 365 and Planner

Hi @BW-22071427-0

You can use the When a row is added modified or deleted trigger from Dataverse and then select the Opportunity table in the trigger. The one you have in the screenshot is deprecated (soon to be deprecated)

Hope this Helps!

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