Using the Data Operation Connector in Power Automate with Model-Driven Apps
Getting a clickable link to a specific record in a Model-Driven App or Dynamics 365 Customer Engagement isn’t as complicated as it sounds, and it can make a huge difference for your sales team. In this quick tip, Heidi Neuhauser walks through how to use the Data Operations connector in Power Automate to build a dynamic URL that opens the right record, in the right app, every time.
Key Takeaways
- Start with the right app URL: Open your Model Driven App (e.g., Sales Hub) and navigate to a specific record. The URL in the browser contains everything you need: your CRM base URL, the app’s unique identifier, the entity type, and the record’s GUID.
- Use the Compose action from the Data Operations connector: In Power Automate, add a Compose action before your notification step and paste the full record URL into the inputs field. This connector is a go-to for manipulating and constructing data within a flow.
- Replace the static GUID with dynamic content: Delete the hardcoded record GUID from the pasted URL and replace it with the Unique Identifier dynamic value from your Dataverse trigger or action. This transforms a one-time static link into a reusable, record-specific URL.
- Pass the output into your Teams notification: Reference the Compose action’s output in your Teams message (e.g., via Flow Bot). Sales reps receive key opportunity details along with a one-click link that opens the record directly in the app.
- Scope your trigger for precision: The example flow triggers on newly added opportunities or those with an owner change, filtering to open opportunities, only keeping notifications relevant and noise-free.
