Flows from the field: Closing cases; Synchronous calls; CDS images; Creating record links; Unresolved email recipients

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Microsoft Dynamics 365 pros share their tips on using Power Automate to close cases, synchronously call flows, manage CDS images, create record links and email unresolved recipients.

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Closing cases with Power Automate

Commonly, users need to close or resolve cases when certain conditions are met. Benedikt Bergmann, writing on Benedikt’s Power Platform Blog looked at how to meet this challenge with the Power Platform. Unfortunately, it can’t be done directly with Power Automate, but workarounds are available.

From the Community forums, he and a fellow user discovered that it’s possible to use a helper field, triggering a workflow to change the status of a case. However, there are inherent drawbacks to using a lot of helper fields and he cautioned against this approach. Instead, users can invoke a CDS custom action to change the status of the case—an approach that he demonstrated the setup for.

Synchronously calling flows when records are created or updated

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