Now that we have run through the Power Automate Flow, it’s time to test your creation.
If you haven’t gone through Days 1-4, please take a moment to do that.
To build on Day 4:
(34) Now comes the fun part! Click the Test icon, and select ‘Manually’, and click ”test”.
(35) Click the Run Flow button.
(36) Click the “Flow Runs page” hyperlink.
The flow runs page has the history of each run.
(37) Click on the hyperlink on the start time field.
(38) You can see the flow ran successfully.
You can now inspect any of the action blocks for results. (Be prepared to be disappointed and confused by the List records result. It will show “200” (for success), and not much else that appears immediately useful.)
When you review a job run, you can inspect each row processed by the ‘Apply to each’ block. While some of the output may seem complicated, after some time you will learn what Power Automate is telling you.
(39) In CRM, validate that tasks were created as expected:
And you can open the Contact by clicking on the Regarding hyperlink!
To recap, we created an advanced find query in CRM that returned records that show a ‘data anomaly’, or something that isn’t correct according to how you’ve defined your system. We used ‘Active Contacts linked to Inactive Accounts’ as our query. We then created a new Power Automate flow that processed each result returned by the advanced find. In our example, we created tasks for each record.
I hope this simple example demonstrates the power and flexibility of Power Automate, and how easy it is for a CRM System Admin to pick up the skills you need to use Power Automate.
In a future blog post, I will show how you can set up a “Data Audit and Cleanse” system that will notify users of data anomalies, deactivate records that don’t measure up, and ultimately delete data we do not want in our CRM system.
Problem solved! Power On!