Power Automate

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Integration with third-party systems

Resco CRM Connector (web APIs):




Power Automate is a Microsoft service that helps you create automated workflows between your favorite apps and services to synchronize files, get notifications, collect data, and more. Power Automate can be used to connect a Resco Cloud organization with other CRM/ERP backend systems, such as Microsoft Dynamics 365 Business Central.

Getting started

Benefits

  • Connecting backends is often a complex and time-consuming endeavor. Use Microsoft-standardized integration to save time and money.
  • Automating the communication can extend Resco Cloud benefits to the users of other backends, for example, offline mobility or some field service functions.
One of the possible usage scenarios


Resco Cloud connector

The Microsoft-certified Resco Cloud connector exposes a couple of operations that allow you to seamlessly create, read, update, and delete records.

Resco Cloud connector.png

Prerequisites

To use this connector, you need:

  • An organization at Resco Cloud or any affiliate product from Resco website.
  • An user account with schema access privilege or system administrator privilege.

Authentication

This connector uses Basic authentication. When creating a new connector (in Power Apps/Logic Apps), you must provide login credentials. You must also select a server to use with this connector and the organization name you specified during sign-up.

Actions

Simply add any Resco Cloud connector step to your flow and start accessing/changing data in your Resco Cloud organization. This connector allows you to perform basic data operations:

  • Create a new record: Create a new record.
  • Delete record: Delete record with a specific ID.
  • Generate report (*): Generate a mobile report, just like in the app
  • Get current user: Get the current user record associated with login credentials.
  • Get questionnaire (*): Get all answers of an answered questionnaire
  • Get record: Get a record with a specific ID.
  • List questionnaires (*): Get a list of questionnaires.
  • List records: Get a list of records.
  • Update record: Update record with a specific ID.

Entries marked with an asterisk require an updated version of the connector released with release 14.3.

Triggers

Since release 14.3, Resco Cloud connector supports triggers for create, update, and delete operations.

Trigger in action.png

Known issues

Paging

The List records action returns a maximum of 1000 records. If you would like to get more records, you have to use the Skip token input parameter. The Skip token is not returned directly, but instead Next Link is returned which contains Skip token also.

To resolve Skip token for the next List records action call, you can use the expression in the Set variable step like:

{
    "inputs": {
        "name": "skipToken",
        "value": "@{if(empty(outputs('List_records')?['body/@odata.nextLink']),null,decodeUriComponent(substring(outputs('List_records')?['body/@odata.nextLink'],add(indexOf(outputs('List_records')?['body/@odata.nextLink'], '$skipToken='),11))))}"
    }
}

Common errors and remedies

  • For cloud servers, make sure that you have specified the proper server under the Connection dialog. If not, you may get an Unauthorized error.
  • For custom or on-premise servers, enter the URL including protocol and port (if applicable), e.g., https://mycompany.com[:8080].

FAQ

How to use List records input parameters?
These are standard OData query parameters. The syntax for each input parameter is defined by OData specification. The only thing to think of is using logical names instead of display names. (e.g. Account -> account, Name -> name, etc.). Logical names can be found under Entities in the Admin Console.
How do I get a picklist label?
Each picklist field returns 2 values:
  • Field - This is the picklist value
  • Field (Label) - This is the label for the picklist value.
How do I get a lookup label?
Each lookup field returns 3 values:
  • Field - This is the ID (GUID) of the reference
  • Field (Label) - This is the label (primary name) of the reference.
  • Field (Type) - This is the target entity of the reference.
How do I set a lookup field?
When setting lookup fields, you have to construct a reference consisting of record type and record id.
  • From existing record in your flow, you can use OData Id
  • By creating logicalName:id expression
  • By creating logicalName('id') expression


Advanced triggers

Before release 14.3, Resco Cloud connector did not support triggers as an out-of-the-box feature. However, there was a workaround available using the server process event and invoking an HTTP request provided by "When an HTTP request is received" (described below). This workaround is still an option for custom triggers.

Create a new automated cloud flow, name it, and click skip to create an empty flow. Search for "Request" connector and add the "When an HTTP request is received" trigger. Set "Request Body JSON Schema" to accept the id parameter:

{
    "type": "object",
    "properties": {
        "id": {
            "type": "string"
        }
    }
}

Under Show Advanced Options set method to POST. Save the flow to generate "HTTP POST URL".

Pa-flow.png

Now you have to create a process to invoke trigger in your flow.

  1. Log into your Resco Cloud server, start the Admin Console, and select Processes from the menu.
  2. Click New, enter a name for the new process, select the desired entity (e.g., Account), and the desired event (e.g., Record is created).
  3. Add StringList variable headers and add item Content-Type: application/json;charset=utf-8 to it.
  4. Add string variable body as "Format Text" with: \{ "id": "{Entity.id}" \}.
  5. Then, add the function step `Server.InvokeWebRequest` with `POST` method. URL copied from "When an HTTP request is received" trigger and body variable.

Resco-process.png

Now, when you create a record of the specified entity type, the trigger activates.

Use case: Migrate models and equipment from Dynamics to resco.Houston

Note The connector updates described in this section have been submitted to Microsoft and are waiting for approval.
Create Houston Equipment flow
Update Houston Equipment flow

Resco Cloud connector can be used to connect Dynamics and resco.Houston. We are matching the following entities:

Dynamics Houston
Product (product) Model (rh_model)
Customer Asset (msdyn_customerasset) Equipment (fs_asset)

The connector includes three sample flow templates related to resco.Houston:

  • Houston migration - a one-time manual migration of models and equipment. Takes all Dynamics records and copies them to resco.Houston.
  • Create Houston Equipment - an action triggered by a change in Dynamics. When a Customer Asset record is created, the asset and its parent product are transferred to resco.Houston.
  • Update Houston Equipment - an action triggered by a change in Dynamics. When a Customer Asset record is updated, the asset and its parent product are updated in resco.Houston.

Out of the box, none of these flows modify any records on the Dynamics server; this is a one-directional transfer.

You can modify the templates to better match your needs, potentially adding custom fields to the mapping as needed.

See also