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Trigger Failed Connector Dynamics 365 to SharePoint

Hi,


Looking to understand if there are additional things that have to be setup in order for Microsoft Flow to run against a Dynamics tenant.

 

Scenario: I have created a very basic Flow using the template 'When a record is created in Dynamics 365 create an item in SharePoint'

I have connected to the Dynamics 365 Organisation and selected entity name, then I have populated the 'SharePoint Create Item' action. The Flow is saved without problem.

When adding a new record in Dynamics the Flow is not being triggered.

 

  • Dynamics and SharePoint are in the same tenant.
  • I have tried this with a custom entity and a standard one (contact) with the same result
  • I am trying to get any information populated into the SharePoint list to validate this process works - therefore nothing complex
  • I have successfully create a Flow that works the other way around - it creates an Dynamics record when SharePoint list item is added - therefore not a problem with the list or entity type being selected.
  • My Flow is active but just does not run, if I click on Learn More I see that the trigger failed

DynamicsFlow2.png

Any suggestions? I can see no health issues in 365.

 

1 ACCEPTED SOLUTION

Accepted Solutions
v-yamao-msft
Community Support
Community Support

Hi NickiGreene,

 

How did you start the flow? I guess that you start the flow from the template “Create a SharePoint item based on a Dynamics 365 record”.

Please try again to start the flow from blank using the trigger “Dynamics 365 – When a record is created” and the action “SharePoint – Create an item”.


Please try it on your side and let me know if it will work.

 

Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
v-yamao-msft
Community Support
Community Support

Hi NickiGreene,

 

How did you start the flow? I guess that you start the flow from the template “Create a SharePoint item based on a Dynamics 365 record”.

Please try again to start the flow from blank using the trigger “Dynamics 365 – When a record is created” and the action “SharePoint – Create an item”.


Please try it on your side and let me know if it will work.

 

Best regards,
Mabel Mao

Community Support Team _ Mabel Mao
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Thank you Mabel! It's the one thing I hadn't tried and it worked a treat. I'll certainly have that as default problem solving tactic in the future.

 

For others looking for a solution

  1. In Microsoft Flow - Create from Blank (rather than any of the templates)
  2. Chose popular trigger that was then displayed - 'Dynamics When a record is created'
  3. Added the SharePoint action after the trigger

Much appreciated

 

Nicki

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