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: Build Efficient Flows Using Filter Expression in CDS (current environment) Trigger – by Linn Zaw Win Every Power Automate (MS Flow) Filter Query You Ever Wanted To Know – by Prashant Shukla

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: BPF Flow Step as a Trigger in CDS (Current Environment) connector | Power Automate – by Priyesh Wagh

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: How to Set Lookup Field Value in Common Data Service (current environment) Flow Connector - by Linn Zaw Win
	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: FetchXML Builder – by Jonas Rapp
	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: List Records - Use Expand Query to Retrieve Related Data in flow – by Linn Zaw Win Every Power Automate (MS Flow) Filter Query You Ever Wanted To Know - by Prashant Shukla FetchXML Builder – by Jonas Rapp
	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
	Action Name: <Select an Action> (Web API Action Reference) Other parameters: Depends on the Action you have selected
	Model: <Select a Model> (AI Builder in Power Automate overview) Other parameters: Depends on the Model 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:  New Action "Executes a changeset request" in Microsoft Flow Common Data Service (current environment) connector - by Linn Zaw Win