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Powerautomate for Crm Solution

A xrmtoolbox plugin for cloud powerautomate to create, share, and list dependencies. The plugin provide the ability to add the flow to crm solution. Please note the flows created in the application are subject to crm's solution only not [MYFlows] (https://flow.microsoft.com/). Once created you have to authenticate/activate them in Flows (https://flow.microsoft.com/) website.
This tool works only with only oauth and certificates types xrmtoolbox's connection.
For how to connect and working examples please see below.

How to Connect in xrmtoolbox (connection Types)

Once you have the xrmtoolbox you need to install this plugin form Tool Library as shown below.
xrmtoolbox connections

Once the installion is done, you will see this plugin as follows: xrmtoolbox connections

Since this plugin connects to CE webapi so by default it requires OAuth or Certifcate type connections in xrmtoolbox.
For example regarding available OAuth connections in xrmtools are mentioned below:

xrmtoolbox connections

Some examples are as follows.

xrmtoolbox connections

xrmtoolbox connections AuthType=OAuth;Username=jsmith@contoso.onmicrosoft.com; Password=passcode; Url=https://contoso:8080/Test;AppId=;RedirectUri=app://; LoginPrompt=Never

Application Explanation

Select a solution to continue

In order to create a new flow or add existing flow you must select a solution to continue from this dropdown.

Add a new Solution to continue

If you want to create a new solution, you can add it form here and. Note you can also select publisher for your solution. The new solution will appear in solution list (at end).

Create Flow

When you have selected the flow, you can add the Flow to the solution.
Also, you need to select one Trigger and Action in order to create a flow. 🔴
Once you have created the flow, it will appear in the user flows list.

CE Triggers and Actions

Select at least one Trigger and action to create a new flow.

Customer Engagement Users

Available licensed dynamic365 users.

Add flow to selected

Select a flow form list below to add the flow to selected solution.

User flows

.
Share Allow you to share the flow to selected user. 💙
Unshare Allow you to unshare the flow to selected user. 🔻
Owner Allow you to change the owner (careful you are giving others privilege to edit flow). 💜

Solution flows

Displays list of flow added to selected solution.

Examples

Add a new flow (default system solution)

All the flows we create are already part of system default solution. Later we copy them to other (custom) solution

Add a new flow to your solution (custom solution)

Share a flow to user in crm

In this example first we select a user and the click the share button to share this flow to user selected. This is same for unshare and change owner actions.

Created

Once we add a new flow to solution it will appear as follows

If we open a solution in flow website we will see following

Remember, as we created flow form xrmtoolbox plugin and we are not logged into flow portal.
So our connector is not already authenticated, so we have to Edit the flow and have to authenticate the CRM connector.
For auto authentication to flow we need to register AD application to your tenant for flow api.
For that please check my PLUGIN Powerautomate for Crm Solution. ((https://github.com/yesadahmed/xrmtoolboxdocumentation)

.
I will provide this fucntionality in this plugin if there is more demand from the community :)


Feel free to express for new features you want and any improvents you thought of. I will try to address as soon as possible.
You can riase new issues/fearures on (https://github.com/yesadahmed/xrmtoolboxdocumentation/issues)
**Adnan Samuel**

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