Common Data Service (Current Environment) Cheat Sheet

Use this Cheat Sheet to help you envision and build powerful Apps using Power Automate and the Power Platform 😊

Triggers

  • Trigger Condition:
    <Select the operation>
  • Entity:
    <Select the Entity>
  • Scope:
    <Select the scope>
    (More info about SCOPE)
  • Filtering attributes: Use the field
    “Name” not “Display
    name”.
  • Filter expression:
    Ex: statuscode eq 1
  • Postpone until: Ex: estimatedclosedate
    (The trigger will wait until the date is reached)
  • Run as:
    <Select the User>


Other references:

  • Add an input:
    <Select the type of user input>

Calling the Power Automate

  • Open a Business Process Flow and Add a “Flow Step”

Other references:

Actions

  • Entity name:
    <Select the Entity>
  • Values based on field types:
    • Text field:
      <Text value> 
    • Number or Currency:
      <Value>
    • Option set:
      <Select the value>
    • Lookup:
      Ex: contacts(<RecordGUID>)
    • Datetime:
      Ex: 2020-04-10T10:30Z If
      your datetime has a “Z” at the end, it means it’s in UTC.
    • Multi Select Option Set:
      Ex: 2, 3, 4

Other references:

  • Entity name:
    <Select the Entity>
  • Item ID:
    <RecordGUID>
  • Entity name:
    <Select the Entity>
  • Item ID:
    <RecordGUID>
  • Select Query:
    Ex: emailsddress1, firstname
  • Expand Query: Using the Fetch XML Builder

    Other references:

    • Entity name:
      <Select the Entity>
    • Item ID:
      <RecordGUID>
    • Field name: <Select the Entity image field>

    • Entity name:
      <Select the Entity>
    • Select Query: Use the field
      “Name” not “Display
      name”
    • Filter Query:
      Ex: companyname ne null
    • Order by: Use the field
      “Name” not “Display name”.
    • Expand Query: Using the Fetch XML Builder
    • Fetch XML Query: Use “Advanced Find” in Model Driven Apps or
      D365 and “Download fetch XML”.
    • Top Count: Use the field
      “Name” not “Display name”.
    • Skip token: TBC (I couldn’t find any good example to make
      this work. Please contact me if you know how / why to use it).

    Other references:

    • Entity name:
      <Select the Entity>
    • Action name:
      <Select from the available Entity Actions>
      (Web API Action Reference)
    • Item ID: <RecordGUID>
    • Other parameters: Depends on the Action you have
      selected 
    • Entity name:
      <Select the Entity>
      (Parent Entity for 1 to n relationship)
    • Item ID:
      <RecordGUID>
    • Relationship:
      <Select the Relationship>
    • URL:
      Ex:
      https://[yourenvironment].crm.dynamics.com/api/data/v9.1/leads(GUID)
    Same applies for UNRELATE RECORDS
    • Entity name:
      <Select the Entity>
    • Item ID:
      <RecordGUID>
    Refer to the CREATE A NEW RECORD action for details about how
    to set the value by field types.
    • Entity name:
      <Select the Entity>
    • Item ID:
      <RecordGUID>
    • Field name:
      <Select the Entity image field>
    • Content:
      <binary file>

      “Executes a changeset request” is a set of CDS change
      (Create/Update/Delete) actions in which failure of one of the steps will
      cause the transaction to rollback for previous actions within “Executes
      a changeset request” step.

      More info on: