Lab 5 · M4 Build Flows to Manage User Information

Button Flow

Build an on-demand flow with manual text/number inputs that creates a new Dataverse row — the pattern behind quick-entry forms and mobile shortcuts.

20 min Requires Lab 2

Exercises

01
Exercise 1 — Build the button flow
Task 1.1 — Create the trigger
  1. Select + Create → Instant cloud flow, name it Create opportunity, choose Manually trigger a flow, select Create.
Task 1.2 — Add manual inputs
  1. On the trigger, select Add an input → Text: name Customer Name, prompt Please enter the customer name.
  2. Add another Text input: Comments, prompt Any comments.
  3. Add a Number input named Potential Sale.
Task 1.3 — Write the row to Dataverse
  1. Add an action, search add row, choose Add a new row under Microsoft Dataverse.
  2. Create a Dataverse connection (sign in with your tenant credentials), rename the step to New opportunity, and set Table Name to Opportunities.
  3. Map fields: Customer ← dynamic Customer Name; Opportunity Subject ← literal New opportunity; Owner Name ← literal MOD Administrator.
  4. Under Show all: Amount ← dynamic Potential Sale; Estimated Close Date ← expression utcNow(); Notes ← dynamic Comments.
  5. Select Save.
Task 2.1 — Run the flow
  1. Select Test → Manually → Test.
  2. Enter Customer Name Button test, Comments This is a test, Potential Sale 9999.
  3. Select Run flow → Done.
Task 2.2 — Confirm the record
  1. In https://make.powerapps.com → Tables → Opportunity, confirm the new row exists with the values you entered.