As part of my Common Data Services series I’m looking at the Common Data Service connector in Microsoft Flow. As with many connectors there are triggers and actions available within the CDS connector. The 4 triggers and 5 actions give you basic CRUD operations and the option to start your flows when basic CUDS (Create, Update, Delete and Select) operations happen.
3 of the 4 triggers are marked as premium hence you will need to ensure that you have the right licences in place. The 4 triggers are:
- When a record is selected
- When a record is created
- When a record is deleted
- When a record is updated
All 5 action are marked as premium hence you will need to ensure that you have the right licences in place if you use these actions. The 5 actions available are:
- Create a new record
- Get record
- List records
- Update a record
- Delete record
The 5 actions available all are easy to use. It is for example quite easy to create a new account simply by selecting the environment and the entity in the Create a new record action. Once you have selected the environment and the entity you can supply the field values that want to use. When you copy your flows between environment however you will need to make sure that you custom entities are matching in both environments.
The List records action helps you get to all your records that match a query.
For more information on querying records see Microsoft Flow – Filter queries in the List records action in the Common Data Services connector
The Get record action is used if you know which item you want and you have the unique identifier of the record available to query the CDS.