Power Automate
Hi We are trying to connect DYN365 to a smart sheet solution - the date has been encapsulated in a dynamic Report - but we when we try to do the power automate workflow when can't seem to link to the report -
Can Power Automate connect to a report or is it only a sheet?
Answers
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Hey @Susan van Niekerk,
Hope all is well! It looks like Smartsheet's Power Automate connector can only currently work with sheets (
). Although depending on the use case, you might be able to directly link to the individual sheets referenced in the Power Automate flow instead.
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Hi
Unfortunately not an option as we have around 250 active project plans all ( Blue print Solution) and we were hoping not not to have to create a link to each individual sheet -
-
Here is another question - Can I create another Blue Print Summary sheet that will pull in a parent row and Child row if a helper colum is checked?
I have multiple projects and with in each I have a Approvals parent Row with sub Phase rows ( Children) below - the rows we want to connect to Dynamic 365 with powerAutomate are checked in a helper Column
Can I create another blue print Summary that will only pull in the rows that are Checked in the helper Column
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Hi Susan
Sheets power reports and you cannot make changes in formats on reports. These are done on Sheets. In terms of integration you can only integrate with a sheet.
Have you tried integrating with the sheet and using the pre-filters in DYN365 to recreate the report?Marcé Holzhauzen
Solution and Delivery Consultant with Award Winning Partner
Want to meet?Check my availabilitywww.prodactive.co.uk
If this helped, help me & the SSC by accepting it and reacting w/💡insightful, ⬆️ Vote Up, and/or ❤️Awesome. -
Hi Marc
We have around 250 sheets active sheets with around 10 rows within each that need connection- and we are trying to avoid setting up individual links hence trying the dynamic report -
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