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.
The below screenshot represents a Dataverse table named Voter Application Forms. This table has various columns with different data types. Such as:
- Applicant Name = This is the Dataverse Primary Column name with the Single line of text data type
- Date Of Birth = Date Data type
- Gender = Choice (Single value) Data type having some choices like Male, Female, Others, etc.
- Age = Number Data type
- Patient/Spouse Name = Single line of text Data type
- District = Choice Data type having choices like Alabama, Alaska, Florida, etc.
- State = Choice Data type having choices like 123 Whitefield, New Bohemia, Czech Village, etc.
- Is Eligible = This is a Single line of text data type.
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.
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.
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.
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.
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.
- 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).
NOTE: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.
- 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.
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.
- 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.
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.
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.
This is how to get Dataverse Created by in Power Automate.
Furthermore, you may like some more Dataverse tutorials:
- How to Visualize Model Driven Data in Power BI
- Power Automate Dataverse Update Multiple Rows
- Power Automate Dataverse Upload a File or an Image
- How to Patch Dataverse Choice Column in Power Apps
- How to Delete Power Apps Customize Form from SharePoint List
In this Dataverse tutorial, we learned how to get Dataverse Created by in Power Automate using a real example.
I am Bijay a Microsoft MVP (10 times – My MVP Profile) in SharePoint and have more than 17 years of expertise in SharePoint Online Office 365, SharePoint subscription edition, and SharePoint 2019/2016/2013. Currently working in my own venture TSInfo Technologies a SharePoint development, consulting, and training company. I also run the popular SharePoint website EnjoySharePoint.com