Transcript:
0:00 [Music]
0:04 hi everyone this is patrick from north52
0:08 in this video i'm going to compare using
0:11 nord 52 and power automate to create
0:14 records in dynamics 365
0:16 from dynamics marketing forums
0:20 first we will take a look at an article
0:22 by microsoft mvp amy holden it's a blog
0:25 post that details how she sets this up
0:27 in power automate
0:29 on a side note it's always worth
0:31 checking out her blog she does a lot of
0:32 great articles
0:34 the basic concept is to have a marketing
0:36 form that you submit data on
0:39 that will create customer referrals
0:41 inside dynamics
0:43 she retrieves the form submission
0:45 and the field submissions inside power
0:47 automate
0:48 and begins to create our own custom
0:50 logic to pass the responses that are
0:52 either basic text look up our action
0:55 sets
0:56 see she then begins to parse out the
0:58 json into all submitted fields
1:02 and starts mapping them into a custom
1:04 table
1:06 you can see here how she maps the
1:08 various data types
1:10 she has her
1:11 mapping strings
1:13 option sets and lookups
1:18 finally she begins to create the
1:20 referral
1:21 and as you can see the referral is built
1:23 inside dynamics 365.
1:26 this is the overview of the entire
1:29 power automate
1:30 as you can see it's got many many pieces
1:33 to it
1:33 lots of components
1:35 lots of logic lots of steps
1:38 and it is quite an impressive
1:40 and complicated piece of logic
1:44 in order to do a fair comparison with
1:46 North52
1:48 i have created a referral form in
1:50 dynamics marketing that allows you to
1:52 refer to other people
1:54 you can select the referral type which
1:56 is a lookup and your preferred reward
1:59 which is an option set
2:02 when they submit the form it will create
2:04 a marketing submission inside dynamics
2:06 365 and an r52 formula will be triggered
2:10 when the submission reaches the status
2:12 of success
2:14 here you can see the marketing
2:16 submission and here you can see the
2:18 referral record created inside dynamics
2:20 365.
2:23 this is the formula that we use to
2:26 create the referral
2:30 the condition for the formula is that it
2:32 will only execute when the status reason
2:34 is success
2:36 here you can see the fetch xml that we
2:39 use to retrieve the marketing field
2:40 submissions for this marketing form
2:43 submission
2:48 here in calculations we are populating
2:50 the in-memory table that we can then
2:52 easily query values from using our
2:55 custom actions
2:56 map basic value and map lookup value
3:00 the only difference between them is that
3:03 map lookup value has an additional
3:05 function
3:06 called getfire.jsonvalue
3:08 to extract the id from the json
3:13 back on our decision table we are then
3:16 using map basic value and map lookup
3:18 value to populate the various fields on
3:21 the referral record we are creating
3:26 the power automate we examined first was
3:28 very long and had many steps involved in
3:31 it this formula has a fetch xml query
3:34 two single line calculations and a
3:37 single line in the decision table
3:43 thank you for watching
3:45 and as always if you have any questions
3:47 please contact support north52.com or
3:50 visit support.north52.com
3:53 don't forget to like and subscribe thank
3:55 you