Create a cloud flow that uses Microsoft Dataverse

Improve operational efficiency with a unified view of business data by creating flows that use Dataverse.

For example, you can use Dataverse within Power Automate in these key ways:

  • Create a cloud flow to import data, export data, or take action (such as sending a notification) when data changes. For detailed steps, see the procedures later in this topic.
  • Instead of creating an approval loop through email, create a cloud flow that stores approval state in a table, and then build a custom app in which users can approve or reject items. For detailed steps, see Build an approval loop with Dataverse.

In this article, you will create a cloud flow that sends an email notification when a Qualified Lead Process creates a new Opportunity in Dataverse. The notification includes the Notes from the Lead.

Prerequisites

Sign in to your environment

  1. Sign in to Power Automate.

  2. In the top right menu, select the environment where you created the Dataverse table.

    Important

    If you don't select the same environment, you won't see your Dataverse tables.

Use a template

  1. In the left-side navigation pane, select Templates, and then search for Copy Notes from Lead to Opportunity.

  2. You could use any template that performs a task in Dataverse that you want to automate. In this example, select the template that copies notes from Lead to Opportunity in Dataverse.

    Choose a template.

  3. If you haven't already created a connection, select Sign in, and then provide your credentials as needed.

  4. Select Continue.

    You'll now see the template and its connections. In the following steps, you will customize this template.

Customize your flow template

  1. On the When an Opportunity is created card, select the Environment, Table Name, and Scope that you want to use.

    For more information on scope, see Trigger flows—scope.

    Specify the details for the table.

  2. Complete the Get Opportunity row card, per your requirements.

    Get Opportunity row.

  3. Configure the Originate from a Lead card.

    Originate from a Lead.

  4. Complete the Get Lead and the List Notes for the Lead cards on the If yes side of the decision branch.

    Complete decision branch.

  5. Expand the Apply to each card, and then delete the Copy Lead Note to New Note card.

  6. Select Add an action, search for notification, and then select Send me an email notification.

    Email notification.

  7. Configure the notification card to send you an email notification with the details of the notes for the lead.

    The notification card.

Tip

If you can't find a template that does what you need, you can build a cloud flow from scratch that operates on top of Dataverse.