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On Demand Power Automate flow – Microsoft dynamics 365 CRM CDS – When a Record is Selected – Replace Dialog with power Automate flow

June 23, 2020

Most of us are slowing migrating to power Automate flow from Workflows, Specially the BackGround Workflows because we know flow don't run synchronously,
But I was not even aware of on-demand Flow are available although we need default environment access to create this Power automate so it gets a little hard to ask connection permission from the client on the Default environment.
Another Great thing is Dialogs can be replaced with this Microsoft Flow Add User Input

We will divide this post into 3 parts

  1. Create Power automate flow  “When a record is selected” which will act as On-demand flow to run on a single or multiple records & Add User Input: where we can ask the user some set of input which can further be used in logic
  2. Testing it on Account Record. Give User Input as Number
  3. Why your flow might not be visible in “Run” section of the on-demand flow
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Check1:Create powerAutomate flow "When a record is Selected"

Going to the flow.microsoft.com and no need to worried about Selecting the environment as mentioned above this only works for the Default environment.

  • Also, don’t create this flow from solution as I also thought if I create it from our Dev CDS Solution then we can deploy it in any of the organizations but by doing this you wouldn’t be able to see the Flow from the entity

  • Click on New Flow -> Instant-Blank flow -> Give it a Name and Select “When a Record is Selected”

  • Only the Default Environment option will be an available and Run option available for all Environment available.
  • We have a very interesting thing here that is taking input from the user example number email etc which can be used further in logic
  • add actions steps as logic and save the flow

Check2:Testing On Demand flow on Account entity with User inputs

  • Now Selecting any one or multiple Records and click on Flow, We will see our Flow created above
  • if the flow is not visible there can be multiple reasons, please follow Check 3

  • As we setup User input in our flow above, asking Number

Check3:Flow is not visible to Run Section of CDS

Hoping  this post was Helpful. thanks

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