Create a flow that uses Common Data Service
Improve operational efficiency with a unified view of business data by creating flows that use Common Data Service.
For example, you can use Common Data Service within Power Automate in these key ways:
- Create a 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 flow that stores approval state in an entity, and then build a custom app in which users can approve or reject items. For detailed steps, see Build an approval loop with Common Data Service.
In this article, you will create a flow that sends an email notification when a Qualified Lead Process creates a new Opportunity in Common Data Service. The notification includes the Notes from the Lead.
If you haven't used Common Data Service before, open the Entities tab of Power Apps, and then select Create my database.
Sign in to your environment
Browse to Power Automate, and then select Sign in in the upper-right corner.
In the top right menu you select the environment in which you created the database in powerapps.com.
If you don't select the same environment, you won't see your entities.
Use a template
In the Search for a template by app, task, or industry box at the top of the screen, enter common, and then press enter.
You will see a list of templates with the word "common" in their names, including those templates that use Common Data Model.
In the list of templates, select the template that performs that tasks that you want to be performed.
For example, select the template that copies notes from Lead to Opportunity in Common Data Service, as shown in the steps that follow.
If you haven't already created a connection, select Sign in, and then provide your credentials as needed.
You'll now see the template and its connections. In the following steps, you will customize this template.
Customize your flow template
On the When an Opportunity is created card, select the Environment, Entity Name, and Scope that you want to use.
Complete the Get Opportunity Record card, per your requirements.
Configure the Originate from a Lead card.
Complete the Get Lead and the List Notes for the Lead cards on the If yes side of the decision branch.
Expand the Apply to each card, and then delete the Copy Lead Note to New Note card.
Select Add an action, search for notification, and then select Send me an email notification.
Configure the notification card to send you an email notification with the details of the notes for the lead.
If you can't find a template that does what you need, you can build a flow from scratch that operates on top of Common Data Service.