Create and delete B2C accounts for Dataverse Contact

Ben Prins Power Platform

Today, we’ll be discussing a crucial aspect of B2C account management – the creation and deletion of B2C accounts in response to changes in the Dataverse Contact. This is an important topic for businesses that deal with external Power Pages user (contacts) that want to ensure the security of their records and Power Pages. In this post I will explain how to create or delete B2C accounts that are connected to a Dataverse Contact. So, let’s dive in!

Create a B2C account when a Dataverse Contact is created

Whenever a new contact is created a new B2C account needs to be created automatically that is linked to the contact. This is done thought the email address of the contact and the Azure B2C account id. These automations will limit the amount of manual admin work.

  • Create a new Power Automate flow with the name Create B2C user for Dataverse Contact.
  • Add the Dataverse trigger When a row is added.
  • Set the Change type to Added.
  • Set the Table name to Contacts.
  • Set the Scope to Organization.
  • Create the following 3 variables.
  • You will need to create an Application Registration in the B2C tenant with the following permissions.
Permission typePermissions (from least to most privileged)
Delegated (work or school account)User.ReadWrite.All, Directory.ReadWrite.All
Delegated (personal Microsoft account)
Not supported
ApplicationUser.ReadWrite.All, Directory.ReadWrite.All
  • Store the Client ID, Tenant ID and Secrect in the corresponding variables.
  • Add a HTTP action called HTTP – Delete User to the flow.
  • Set the Method to: Post.
  • Set the URI to the following code.
https://graph.microsoft.com/v1.0/users
  • Set the body to the following code.
  • In my scenario the user will not be using the password but the one-time password from B2C. That’s why I have added a guid twice as the password.
  • This call will create an account of the type email address which allows for any valid email to be used. The email does not have to be part of the B2C domain.
  • Parse the JSON response of the HTTP – Create User call.
  • Add the Dataverse action Update a row.
  • Set the Table name to Contact.
  • Set the Row id to the contact id of the trigger.
  • Add the id that was returned by the HTTP call that created the B2C account.
  • Save the flow.

Delete B2C account when Dataverse Contact is deleted

In my scenario I am maintaining the Power Pages contacts within a canvas app, and when a contact is deleted the associated B2C account needs to be deleted too.

  • Create a new Power Automate flow with a Power Apps (V2) trigger with the name Delete B2C users for deleted Dataverse Contact.
  • Add an input Text field names ActiveDirectoryID.
    • This is the Object ID of the Azure B2C Active Directory User connected to the Contact.
  • Create the following 3 variables.
  • You will need to create an Application Registration in the B2C tenant with the following permissions.
Permission typePermissions (from least to most privileged)
Delegated (work or school account)User.ReadWrite.All
Delegated (personal Microsoft account)
Not supported
ApplicationUser.ReadWrite.All
  • Store the Client ID, Tenant ID and Secret in the corresponding variables.
  • Add a HTTP action called HTTP – Delete User to the flow.
  • Set the Method to: Delete.
  • Set the URI to the following code.
https://graph.microsoft.com/v1.0/users/
  • Add the PowerApp (V2) parameter ActiveDirectoryID to the end of the URI.
  • Set the Tenant, Client ID and Secret fields with their corresponding variables.
  • Set the Authentication to Active Directory OAuth.
  • Set the Audience to the following code.
https://graph.microsoft.com
  • Save the Power Automate Flow.
  • Open or create a canvas app (Power Apps).
  • Open the Power Automate panel in the canvas app.
  • Add the Delete B2C users for deleted Dataverse Contact Power Automate flow.
  • Add a gallery with the source set to the Dataverse Contact table.
  • Add a recycle bin or other delete Icon to the gallery.
  • Add the following code to the recycle bin icon under OnSelect.
    • This will remove the contact record.
    • Starts the Power Automate Flow and sending the User Name (Users B2C object ID).
    • Notifies the users.
Remove(Contacts, ThisItem);
DeleteB2CuserfordeletedDataverseContact.Run(ThisItem.'User Name');
Notify("Record deleted successfully", NotificationType.Success);
  • Save and publish the canvas app.

Teams / Power Automate adaptive cards

Ben Prins Office 365, Power Platform

When sharing information or sending out a notification on teams I like to use the adaptive card feature. Adaptive Cards are the Teams method of sharing and displaying blocks of information in an easy-to-read manor without the complexity of customizing CSS or HTML to render them. With adaptive cards you can even create polls, show weather information, and create hyperlinks.

Creating a feedback form

  • Create a Power Automate flow with the required trigger.
  • Add the Post adaptive card in a chat or channel Teams action.
  • Select the Group chat (Channel or Group Chat) or provide the chat ID.
  • Add the following JSON code for an example feedback form with a title, single line, and multi-line text input fields and two types of choice list.
{
  "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
  "type": "AdaptiveCard",
  "version": "1.0",
  "body": [
    {
      "type": "TextBlock",
      "size": "Medium",
      "weight": "Bolder",
      "id": "Title",
      "text": "EXAMPLE FEEDBACK FORM",
      "horizontalAlignment": "Left"
    },
    {
      "type": "Input.Text",
      "placeholder": "{acFullName}",
      "style": "text",
      "isMultiline": false,
      "maxLength": 75,
      "id": "acFullName"
    },
    {
      "type": "Input.Text",
      "placeholder": "{acComments}",
      "style": "text",
      "isMultiline": true,
      "maxLength": 200,
      "id": "acComments"
    },
    {
      "type": "TextBlock",
      "size": "Medium",
      "weight": "Bolder",
      "text": "Do you like Adaptive Cards?",
      "horizontalAlignment": "Left",
      "separator": true
    },
    {
      "type": "Input.ChoiceSet",
      "id": "acDecision",
      "value": "1",
      "choices": [
        {
          "title": "Yes!",
          "value": "Yes"
        },
        {
          "title": "Of course!",
          "value": "Of course"
        }
      ],
      "style": "expanded"
    },
    {
      "type": "TextBlock",
      "text": "Suggest follow-up discussion regarding:",
      "weight": "Bolder"
    },
    {
      "type": "Input.ChoiceSet",
      "id": "acFollowUp",
      "isMultiSelect": true,
      "value": "",
      "choices": [
        {
          "title": "Everything",
          "value": "Everything"
        },
        {
          "title": "Always",
          "value": "Always"
        }
      ]
    }
  ],
  "actions": [
    {
      "type": "Action.Submit",
      "title": "Submit"
    }
  ]
}

Creating a Poll

  • Create a Power Automate flow with the required trigger.
  • Add the Post adaptive card in a chat or channel Teams action.
  • Select the Group chat (Channel or Group Chat) or provide the chat ID.
  • Add the following JSON code for an example Poll with a title, header line, header, text, and a short poll.
{
    "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
    "type": "AdaptiveCard",
    "version": "1.0",
    "body": [
        {
            "type": "TextBlock",
            "text": "Example Poll Request",
            "id": "Title",
            "spacing": "Medium",
            "horizontalAlignment": "Center",
            "size": "ExtraLarge",
            "weight": "Bolder",
            "color": "Accent"
        },
        {
            "type": "TextBlock",
            "text": "Example Header Tagline Text",
            "id": "acHeaderTagLine",
            "separator": true
        },
        {
            "type": "TextBlock",
            "text": "Example  Poll Header",
            "weight": "Bolder",
            "size": "ExtraLarge",
            "spacing": "None",
            "id": "acHeader"
        },
        {
            "type": "TextBlock",
            "text": "Lorem ipsum dolor sit amet, consectetur adipiscing elit. Integer vestibulum lorem eget neque sollicitudin, quis malesuada felis ultrices. ",
            "id": "acInstructions",
            "wrap": true
        },
        {
            "type": "TextBlock",
            "text": "Example Poll Question",
            "id": "acPollQuestion"
        },
        {
            "type": "Input.ChoiceSet",
            "placeholder": "Select from these choices",
            "choices": [
                {
                    "title": "Choice 1",
                    "value": "Choice 1"
                },
                {
                    "title": "Choice 2",
                    "value": "Choice 2"
                }
            ],
            "id": "acPollChoices",
            "style": "expanded"
        }
    ],
    "actions": [
        {
            "type": "Action.Submit",
            "title": "Submit",
            "id": "btnSubmit"
        }
    ]
}

Creating a hyperlink

  • Create a Power Automate flow with the required trigger.
  • Add the Post adaptive card in a chat or channel Teams action.
  • Select the Group chat (Channel or Group Chat) or provide the chat ID.
  • You can use dynamics content for the hyperlink text and the hyperlink itself.
{
    "$schema": "http://adaptivecards.io/schemas/adaptive-card.json",
    "type": "AdaptiveCard",
    "version": "1.0",
    "body": [
       {
            "type": "TextBlock",
            "text": "This is example 1 [Hyperlink Texts](https://powerautomate.microsoft.com/)",
            "id": "acHeader",
            "wrap": true
        },
       {
            "type": "TextBlock",
            "text": "This is example 2 [@{triggerOutputs()['headers']['x-ms-user-name-encoded']}](https://powerautomate.microsoft.com/)",
            "id": "acHeader",
            "wrap": true
        }
    ]
}

Finding the chat ID

  • There are multiple ways to find the chat ID, I like to use the following way.
  • Open teams in the browser and open the chat
  • In the URL you can see the ID of the chat. You need to copy the code after conversations including the @ and that is after the @.
  • In my first example the ID is: 19:de13fe3a9cae407ba31abc84421e9ab4@thread.v2
  • In my second example the ID is: 19:95b0d2cb-aa0c-4e0c-8fcf-2f7b77c5afdb_d523c084-0c04-41d0-81d2-943ad42abe9a@unq.gbl.spaces
  • The action in Power Automate with find the chat and show the name of that chat.
https://teams.microsoft.com/_#/conversations/19:de13fe3a9cae407ba31abc84421e9ab4@thread.v2?ctx=chat

https://teams.microsoft.com/_#/conversations/19:95b0d2cb-aa0c-4e0c-8fcf-2f7b77c5afdb_d523c084-0c04-41d0-81d2-943ad42abe9a@unq.gbl.spaces?ctx=chat

Power Automate: Custom Flow loging

Ben Prins Power Platform

When managing multiple Power Automate Cloud Flows it can easily become a big task to figure out what went wrong and where. My client has more than 10 Cloud Flows that run multiple time per day or per hour. The solution is to create a log table (dataverse) or list (SharePoint) where all the runs are stored. The log table contains all the data an administrator needs to maintain the Cloud Flows. In my example I create a Dataverse table.

The Dataverse log table

In the log table we store the following data.

The Cloud Flow

In every Cloud flow a try and catch scope is added. All the main actions are in the try scope, if one of these actions fails than the catch scope will be used.

  • Add a Scope with the name Try.
  • Add the action the Dataverse Add a new row action.
  • Select the log table by Table name.
  • Select the Log status Processing, I use Processing, Failed and Successful.
  • Add the Cloud Flow name to Process name.
  • Add the following code to the Environment field.
workflow()?['tags']?['environmentName']
  • Add the following code to External URL, use the code snippets for the fx code.
    This creates a link to the actual flow run.
workflow()?['tags']?['environmentName']

workflow()?['name']

workflow()?['run']?['name']
  • Set the Status Reason to Active.
  • Add the end of the try scope add the Dataverse Update a row action.
  • Select the log table by Table name.
  • Add the ID of the create log in the Row ID field.
  • Select Successful in the Log status field.
  • Add a Scope with the name catch.
  • Add the Filter Array action.
  • Add the result of the try scope in the From field.
result('Try')
  • Add the following filter Status is equal to Failed
item()?['status']
  • Add the Dataverse Update a row action.
  • Select the log table by Table name.
  • Add the ID of the create log in the Row ID field.
  • Select Failed in the Log status field.
  • Select Inactive in the Status field.
  • Add the following text to the Log details: Flow log action(s):
  • Add the following code to the Log details, to show the error message from the try scope.
body('Filter_results_with_failed')[0]?['outputs']

Power Automate: Advanced Flow building

Ben Prins Power Platform

Power Automate is one of my favorite tools from the Power Platform. It is extremely versatile and can be used to automate tasks between online services and automate processes ranging from simple to highly complex. In this post, I will share with you 3 advanced expressions I have used recently on my project. One part of the project is to convert XML data to data we can store in the dataverse.

Convert XML to JSON for easy access

For a project I needed to read multiple XML files with millions of rows and store data from the files into the dataverse. XML is harder to use in a Flow then JSON, so with a simple expression I transformed the XML to JSON.

  • Add a compose action with the name XML to JSON with the following code.
json(xml(variables('XML')))
  • Change the variable(‘XML’) to your XML content or store your XML content in that variable.
  • Add a parse json action set the Content to the output of the XML to JSON compose.
  • Add/create the JSON schema.

Using path in JSON

In most cases when you need to save data from JSON you can use the dynamic content to find it.
But sometimes you are looking for a field name that is not unique. In my case I needed a field called country related to the company. But the country field was used multiple times for various blocks. You can select the correct country by using the path (location) of the field in an expression.

  • Select the JSON through the dynamic content.
  • Copy the code from the dynamic content to the Expression.
  • Add the path add the end of the code.
  • I added .company.country to select the country of the company.
body('Parse_JSON').company.country

Dataverse lookup field

Lookup fields in Dataverse are really useful, but when you select them through the dynamic content the value will be the id not the display value. If the data must be readable for users, you can use the following steps to select the display value.

  • Add a compose to the flow.
  • Select the lookup field in the Inputs through the dynamic content.
  • Copy the code from the dynamic content to the Expression.
  • Your output looks something like this.
outputs('company')?['body/rc_countrycode']}
  • Add the @OData.Community.Display.V1.FormattedValue’ after rc_countrycode (your field name will be different).
  • The end results looks like this.
outputs('company')?['body/rc_countrycode@OData.Community.Display.V1.FormattedValue']

Power Automate: Find the current environment

Ben Prins Power Platform

When working with an ATOP setup you might need to know in which environment the Power Automate flow is running. For my solution I needed to know the environment because each environment uses a different Gateway and database credentials. In this post, I will share with you how to find the environment GUID and name.

Creating the flow

  • Create a flow and use the trigger Manually trigger a flow.
  • Add the action Get Environments under Power Apps for Makers
  • Add the Compose action and use the Workflow() expression, to get the current instance of the flow.
  • Parse the Output in a Parse JSON action.
  • Initialize a variable with the name environment as a string.
  • The Value is the EnvironmentName form the Parse JSON output.
  • Now you have the GUID of the current Environment in the variable.
  • To find the name of the current environment we need to go through the results of the Get Environments action.
  • Add a Condition control action and check if the environment variable is equal to the name from the Get Environments actions.
  • This will automatically add an Apply to each, this is because the Get Environments action might return more than one environment.
  • Add a Set variable action in the If yes section and set the variable environment to displayName.
  • Now you have the Name of the current Environment in the variable.
  • The final step is to add a Switch control and switch based on the name of the current environment.
  • The flow will now look like this.

Power Automate: 6 flow building tips

Ben Prins Power Platform

Power Automate is one of my favorite tools from the Power Platform. It is extremely versatile and can be used to automate tasks between online services and automate processes ranging from simple to highly complex. In this post, I will share with you 6 tips and tricks when building flows in Power Automate.

Flow templates

A good way to get started with Power Automate is to use a template. Microsoft created a huge library of templates to choose from. You can browse by category to find your scenario, and then follow the steps in the template to create a flow from the template. You can also us the templates to figure out how to setup certain actions.

Equal to empty

Over the years many colleagues have asked me; how do I check if a value is empty? You can do this with the null expression! Note that sometimes you need to place the null between ‘ ‘.

Use parallel branches

Most flow builders forget to use the parallel branches. With parallel branches you can have two or more actions that run at the same time, after which the flow will only proceed once all parallel steps have completed. Parallel branches can be very useful for approval flows. For example, you have a request that needs to be approved by both IT and Sales, but the approval doesn’t need to be in a particular order. To save time you can run the approvals parallel.

Use scopes

We can use the action scope to group actions to make the flow easier to read. There is however another great use for them. The scope action encapsulates a block of actions and inherit the last terminal status (Succeeded, Failed, Cancelled) of actions inside. This in combination with the Configure run after setting we can create a try and catch logic in our flows. In this example the second scope (catch) only runs if the first scope (Try) failed.

  • Create a scope with some actions
  • Create a second scope after the first scope
  • Set the Configure run after setting of the second scope to has failed, is skipped and has timed out.
  • In this scenario the catch scope will only run if the Try scoped failed.
  • The flow will look like this.

Add redundant owners

If you have a flow that is used by your entire team, make sure you add a couple of co-owners. Then you will not be bothered during your vacation when the flow breaks. If you keep adding the same colleaguesas co-owners you can consider creating a security group and add the security group to the flows. Also make sure you add the co-owners to all the resources required by the flow. For example, the shared mailed that is used by the flow.

Connections

Actions use by default the connection (if required) of the creator of the flow. This is not always the best way to setup the connections. For example, if your flow updates a list you might not want to see your name as the modifier. I recommend using a dedicated account (service account) for most shared flows. The added benefit of using a dedicated account is that the flow will keep working even if you change your job.