How to Get Dataverse Created by in Power Automate

Sometimes we may wonder how to retrieve the Dataverse record creator’s name using Power Automate. Well, In this Dataverse tutorial, we will discuss how to get Dataverse Created by in Power Automate using a real scenario.

Recently, I was working with a requirement where I needed to retrieve all the details (Full Name, Email ID, Job Title, City, Country, etc.) of the Dataverse Creator. For this purpose, I have used Power Automate and I thought to share everything in detail through this post.

Also, Read: Power Automate Get Display Name From Email

Get Dataverse Created by in Power Automate

In this section, we will explore how we can get Dataverse Created by using Power Automate. To work around this, I have used a Dataverse table.

Scenario:

The below screenshot represents a Dataverse table named Voter Application Forms. This table has various columns with different data types. Such as:

  1. Applicant Name = This is the Dataverse Primary Column name with the Single line of text data type
  2. Date Of Birth = Date Data type
  3. Gender = Choice (Single value) Data type having some choices like Male, Female, Others, etc.
  4. Age = Number Data type
  5. Patient/Spouse Name = Single line of text Data type
  6. District = Choice Data type having choices like Alabama, Alaska, Florida, etc.
  7. State = Choice Data type having choices like 123 Whitefield, New Bohemia, Czech Village, etc.
  8. Is Eligible = This is a Single line of text data type.
Power Automate Get Dataverse Created by
Power Automate Get Dataverse Created by

Now I want to create a flow where, whenever a user or creator adds a new entry to the Dataverse table, the manager or any other higher authority of the organization receives the creator’s details or information.

See also  How to Detect Text in Dataverse Using AI Builder

To work around this, follow the instructions below.

Step – 1: [Create a new automated flow]

  • Open Power Automate and Sign in with your valid Microsoft credentials.
  • Go to My flows (from the left navigation) -> Expand + New flow -> Select Automated cloud flow under the Build your own from blank section.
Get Dataverse Created by in Power Automate
Get Dataverse Created by in Power Automate

Step – 2: [Provide Flow name and Choose the trigger]

  • You will then be prompted to choose the flow trigger and input the flow name in the window that is displayed below.
    • Flow name = I have given the flow name as Get Dataverse Created by Using Flow.
    • Choose your flow’s trigger = Search or select the trigger from the list below to create a flow. In my case, it’s When a row is added, modified or deleted (Dataverse).
  • Click on Create.
How to get Dataverse Created by in Power Automate
How to get Dataverse Created by in Power Automate

Step – 3: [Fill in the trigger details]

  • Once the flow has been created, the trigger will appear as shown in the screenshot below. now we need to fill in the details below:
    • Change type = Select Added from the dropdown as we wanted to insert a new item in the Dataverse table.
    • Table name = Provide the Dataverse table name (Voter Application Forms).
    • Scope = Choose Organization from the dropdown.
Retrieve Dataverse Created by in Power Automate
Retrieve Dataverse Created by in Power Automate

Step – 4: [Insert Get a row by ID action]

  • Next, click on the + New step to insert a new step below the trigger (When a row is added, modified, or deleted).
  • Search Get a row by ID in the search bar -> Select Microsoft Dataverse -> Click on Get a row by ID [PREMIUM] as shown below.
How to get creator name from Dataverse table using Power Automate
How to get creator name from Dataverse table using Power Automate
  • Expand the action (Get a row by ID) and provide the details below:
    • Table name = Select the Dataverse Users table (this table includes all the details of a user like Full name, First name, Job title, etc.)
    • Row ID = Select the field -> Click on the Dynamic content -> Select Created By (Value) under the action (When a row is added, modified or deleted).
Get creators name from Dataverse table using Power Automate
Get creator’s name from Dataverse table using Power Automate

NOTE:

Power Automate Get creator's name from Dataverse table
Power Automate Get creator’s name from Dataverse table
The Dataverse User table shown above is a list of all the users in an organisation and comprises details such full name, job title, manager, city, etc.

Step – 5: [Add Send an email action]

  • Next to the Get a row by ID action, Search and add a Send an email (V2) action under Office 365 Outlook section.
How to get creators name from Dataverse table using Power Automate
How to get creator’s name from Dataverse table using Power Automate
  • Expand the Send an email (V2) action and enter all the details below:
    • To = Provide the email address of the manager or higher authority who’ll get the user created by notification.
    • Subject = Enter the subject line for the mail.
    • Body = Provide all the details of the user (you can select all the user information under the Get a row by ID section)
      • For example, First Name = Go to the Dynamic content -> Search First Name in the search bar -> Select First Name under the Get a row by ID section.
      • In the same way, select all the user information (like First Name, Last Name, Email ID, etc.) from the Get a row by ID section.
Retrieve creators name from Dataverse table using Power Automate
Retrieve creator’s name from Dataverse table using Power Automate

Step – 6: [Save and Test the flow]

  • Save the flow, lastly. To check for issues, click the flow checker as well.
  • And if so, fix it. If not, try checking the flow next. Pick Test.
Power Automate Get Dataverse Creator name
Power Automate Get Dataverse Creator name
  • In the Test Flow pane, select Manually and click on Test. Then we need to add a new row in the Dataverse table (Voter Application Forms) to test the flow.
Power Automate Dataverse Retrieve Created by
Power Automate Dataverse Retrieve Created by

Step – 7: [Add a new record in the Dataverse table]

  • Now go to the existing Dataverse table (Voter Application Forms) and insert a new record into it.
Power Automate Get Dataverse Creator name
Power Automate Get Dataverse Creator name

Step – 8: [Get Created By Notification]

  • Finally, the email notification will come to the provided manager or higher authority. Once you will open the email, you can see all the User Created by details as shown below.
Power Automate retrieve Dataverse Created by
Power Automate retrieve Dataverse Created by

This is how to get Dataverse Created by in Power Automate.

See also  Power Automate shared mailbox

Furthermore, you may like some more Dataverse tutorials:

In this Dataverse tutorial, we learned how to get Dataverse Created by in Power Automate using a real example.

>