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Power Apps and Power Automate to archive and review old activities

  • 1.  Power Apps and Power Automate to archive and review old activities

    GOLD CONTRIBUTOR
    Posted 19 days ago

    Hello,

    I would like to build a solution to handle old Dynamics CRM activities.

    Has anyone created Power Apps and Power Automate to archive and review old activities? I do not want to merely "switch expensive database storage locations."

    Perhaps creating activity reports per contact and then saving them to sharepoint could be done?

    Has anyone done anything like this?

    I do not want to buy third party addons.

    Thanks



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    Rod Carlson
    Database Administrator
    Chicago
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  • 2.  RE: Power Apps and Power Automate to archive and review old activities

    TOP CONTRIBUTOR
    Posted 14 days ago
    @Rod Carlson,

    I have not built anything like that, but it should be achievable using Power Automate

    As a very simple example, you could build a scheduled flow, that runs every month to to find appointments older than X years, create them as items in SharePoint and then afterwards delete the record in Dynamics 365 / Power Apps.


    The above is off course a very simplified example. However, Power Automate should offer you the flexibility needed to meet your requirements.

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    Niels Lønberg
    Digital Sales Specialist
    Semco Maritime
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  • 3.  RE: Power Apps and Power Automate to archive and review old activities

    GOLD CONTRIBUTOR
    Posted 14 days ago
    great. thanks for the example.

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    Rod Carlson
    Database Administrator
    Chicago
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