power-automate
Power Automate Development
Expert guidance for cloud flows, desktop flows, expressions, custom connectors, and error handling patterns.
Triggers
Use this skill when you see:
- power automate, cloud flow, desktop flow
- flow expression, trigger outputs, compose action
- custom connector, openapi connector
- dataverse connector, flow trigger
- child flow, environment variable, connection reference
- run after, scope try catch, error handling flow
Instructions
Flow Types
| Type | Description | Use Case |
|---|---|---|
| Automated | Triggered by an event | Dataverse row created, email received |
| Instant | Triggered manually | Button press, Power Apps call |
| Scheduled | Runs on a schedule | Daily report, hourly sync |
| Desktop | RPA for desktop apps | Legacy app automation, file processing |
Dataverse Connector Actions
Trigger: "When a row is added, modified or deleted"
- Change type: Added / Modified / Deleted / Added or Modified
- Table name: Accounts, Contacts, etc.
- Scope: User / Business Unit / Parent-Child BU / Organization
- Filter rows: statecode eq 0
- Select columns: name,revenue,accountid
Actions:
- List rows:
Table name: Accounts
Filter rows: revenue gt 1000000 and statecode eq 0
Select columns: name,revenue,primarycontactid
Order by: revenue desc
Row count: 50
- Get a row by ID:
Table name: Accounts
Row ID: triggerOutputs()?['body/accountid']
Select columns: name,revenue
- Add a new row:
Table name: Tasks
Body: { "subject": "Follow up", "regardingobjectid_account@odata.bind": "/accounts(ID)" }
- Update a row:
Table name: Accounts
Row ID: triggerOutputs()?['body/accountid']
Body: { "revenue": 5000000 }
- Delete a row:
Table name: Accounts
Row ID: triggerOutputs()?['body/accountid']
Expression Functions
// Trigger and action outputs
triggerOutputs()?['body/accountid']
triggerBody()?['name']
outputs('Get_Account')?['body/revenue']
body('HTTP_Request')?['value']
items('Apply_to_each')?['name']
// String functions
concat('Hello, ', triggerBody()?['name'])
substring('Hello World', 0, 5) // "Hello"
replace(triggerBody()?['description'], '\n', ' ')
toLower(triggerBody()?['email'])
split('a,b,c', ',') // ["a","b","c"]
trim(triggerBody()?['name'])
// Date/time functions
utcNow()
addDays(utcNow(), 7)
formatDateTime(utcNow(), 'yyyy-MM-dd')
convertTimeZone(utcNow(), 'UTC', 'Eastern Standard Time')
ticks(utcNow())
// Conditional and null handling
if(equals(triggerBody()?['status'], 'Active'), 'Yes', 'No')
coalesce(triggerBody()?['phone'], triggerBody()?['mobile'], 'No phone')
if(empty(triggerBody()?['email']), 'No email', triggerBody()?['email'])
// Collection functions
length(body('List_rows')?['value'])
first(body('List_rows')?['value'])
last(body('List_rows')?['value'])
union(variables('arrayA'), variables('arrayB'))
intersection(variables('arrayA'), variables('arrayB'))
// Type conversion
int(triggerBody()?['quantity'])
float(triggerBody()?['price'])
string(triggerBody()?['accountid'])
json(body('HTTP_Request'))
base64(body('Get_File_Content'))
// Variables
variables('myVariable')
// Set via "Initialize variable" and "Set variable" actions
Custom Connectors from OpenAPI
# OpenAPI spec for custom connector
openapi: 3.0.0
info:
title: Contoso API
version: 1.0.0
servers:
- url: https://api.contoso.com/v1
paths:
/orders/{orderId}:
get:
operationId: GetOrder
summary: Get order by ID
parameters:
- name: orderId
in: path
required: true
schema:
type: string
responses:
'200':
description: Order details
content:
application/json:
schema:
type: object
properties:
id:
type: string
status:
type: string
total:
type: number
/orders:
post:
operationId: CreateOrder
summary: Create new order
requestBody:
required: true
content:
application/json:
schema:
type: object
properties:
customerId:
type: string
items:
type: array
items:
type: object
properties:
productId:
type: string
quantity:
type: integer
responses:
'201':
description: Order created
# Create custom connector from OpenAPI
pac connector create --api-definition ./openapi.yaml --environment "https://myorg.crm.dynamics.com"
# Or import via Power Platform maker portal:
# Data > Custom Connectors > New > Import from OpenAPI file
Error Handling Patterns
Configure Run After
Action: "Send notification email"
Configure run after:
✓ Is successful
✗ Has failed → Route to error handler
✗ Is skipped
✗ Has timed out → Route to error handler
Scope Try/Catch Pattern
Flow Structure:
├── Scope: Try
│ ├── Action 1: Get data from API
│ ├── Action 2: Process data
│ └── Action 3: Update Dataverse
│
├── Scope: Catch (Configure run after: "Try" has failed)
│ ├── Compose: Error Details
│ │ Expression: result('Try')
│ ├── Action: Log error to table
│ │ Body: {
│ │ "error": outputs('Compose_Error_Details'),
│ │ "flowRunId": workflow()?['run']?['name'],
│ │ "timestamp": utcNow()
│ │ }
│ └── Action: Send alert email
│
└── Scope: Finally (Configure run after: "Catch" is successful OR skipped)
└── Action: Cleanup / audit log
Child Flows Pattern
Parent Flow:
├── Initialize variable: Results (Array)
├── Apply to each: Items
│ └── Run a Child Flow: "Process Single Item"
│ Input: Current item
│ Output: Processing result
│ → Append result to Results array
├── Compose: Summary of results
└── Send notification with summary
Child Flow (separate flow):
├── Trigger: "Manually trigger a flow" (with input parameters)
├── Process item logic
├── Error handling (Scope try/catch)
└── Respond to a PowerApp or flow (output parameters)
Environment Variables and Connection References
Environment Variables:
- Use for: API URLs, feature flags, email addresses, lookup IDs
- Types: String, Number, Boolean, JSON, Data Source
- Stored in Dataverse solution; values differ per environment
- Access in flow: Look up environment variable value dynamically
Connection References:
- Abstract connections from flows for ALM portability
- Each reference maps to a concrete connection per environment
- Created automatically when you add connectors to a solution
- Configure target connections during solution import
Best Practices
| Practice | Description |
|---|---|
| Error handling | Always use Scope try/catch pattern for critical flows |
| Pagination | Use "List rows" with pagination settings for large datasets |
| Concurrency | Set Apply to each concurrency (1-50) based on API limits |
| Child flows | Break complex flows into reusable child flows |
| Environment variables | Store environment-specific config, not hardcoded values |
| Connection references | Use solution connection references for portability |
| Expression readability | Use Compose actions to name intermediate expressions |
| Run history | Add tracked properties to actions for debugging |
| Throttling | Implement retry policies for HTTP actions (429/503) |
| Naming | Prefix actions descriptively: "Get_Account_Details" not "Get_a_row" |
Common Workflows
Dataverse Event Processing
- Trigger on Dataverse row change (filter to specific columns)
- Get related records if needed
- Apply business logic with conditions
- Update records or send notifications
- Handle errors with Scope try/catch
API Integration Flow
- Trigger (scheduled or event-based)
- Authenticate to external API (HTTP action with OAuth)
- Retrieve data with pagination loop
- Transform data with Compose/Select actions
- Upsert to Dataverse
- Log results and handle errors
Custom Connector Development
- Author or obtain OpenAPI spec
- Import via maker portal or
pac connector create - Configure authentication (API key, OAuth 2.0, etc.)
- Test actions in connector test pane
- Use in flows and canvas apps
- Add to solution for ALM
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