Edit

Share via

Integrate Dynamics 365 Remote Assist with Power Automate

  • Article

Tip

Dynamics 365 Remote Assist customers now have access to Remote Assist in Microsoft Teams mobile. Take advantage of all that Teams has to offer and collaborate with other users! For the best calling experience on HoloLens, use Dynamics 365 Guides.

With Guides, the same remote experts can assist you through a problem while you have the holographic content of a Guide appearing before you.

Learn more and try Guides!

The asset capture feature in Remote Assist leverages Common Data Service (CDS). This feature enables you to create Power Automate flows based on the data to streamline various processes, including getting notifications, modifying other entities, and generating reports. In this article, create a flow to get an email notification whenever a new asset attachment is created.

Prerequisites

  • Access to the environment Dynamics 365 Remote Assist is installed in.
  • License and access to Power Automate.

Create flows with Power Automate

  1. Create a new flow. See Create a cloud flow.

    1. Specify the flow's trigger as When a record is created and reference the Customer Asset Attachment record.

    2. Specify an action step as Get record and reference the Customer Asset record.

    3. Specify an action step as Send an email notification and reference the name of the customer asset attachment record and the name of the parent customer asset. Use both records in the subject or body of the generated email.

Test your flow

  1. Follow the steps in capture asset conditions to create a new asset capture entity record.

  2. Go to the Flows page again to select the flow you created. On this page, you can see recent runs of the flow. Select most recent run to see its details.

  3. If there are errors in the flow, you can select Edit to modify the flow. You can then resubmit the previous run to test your flow again, without having to create a new asset capture entity.