We will see how we can send a notification on Teams Channel. This will help Organization to manage & track their internal / external communications (from integrations) and post on common channel.
I am going to explain how we send a notification on Microsoft Teams when a record is “Created” or “Updated” or “Deleted” in D365 CRM using Power Automate.
Login to the Power Apps (maker app) and create a new Power Automate Cloud Flow.
Enter the Flow Name and Choose the Flow Trigger from the list – “When a row is added, modified or deleted”.
You will see the trigger added on Flow.
Save the Flow as “Post a Notification on Teams”
Now will set the required parameter in Trigger.
Change Type: Added
Table Name: <D365 Table Name>
Now click on “+ New step”
This will open step browser to choose an operation to perform in step, here you can find list of operations we can perform. For now, let’s look for “Microsoft Teams”
There will be multiple actions for Teams operation, so let’s look for “Post Message” and you will find as below.
Select “Post a message on chat or channel”
It adds a step as below.
Now, lets set the parameters here.
Set the Post as – “User”, and Post In – “Channel”
We are almost done, and very close to complete the Flow.
It’s time to set the Team, Channel, and Message you want to post from the record you created from the D365 Table. In my example, I am just posting few details with the field mappings as Title, Description and URL as message from step below.
You can also keep “Subject” as per your choice which will be presented as Post title.
So, I am creating a new record in D365.
Let’s sit back and relax for a while and wait for the Flow to trigger. You can also look for the Run History of the Flow for results whether its succeeded.
Here we go, its successful. 😊
Now time to see the Output.
Login to your Teams Account and browse the Teams Channel which was used in Cloud Flow step.
Message is posted on Teams Channel.
Conclusion: We can post the data from source system to teams as info/action items for users in channel in your organization which they can utilize basis the need. Microsoft Power Automate Cloud Flow helps us to achieve this by using the Microsoft Team’s connector and action.