PL-500 · Question #32
A company uses Microsoft 365 apps. You are building a flow that is triggered when a new email arrives. If an email message contains a Microsoft Excel workbook attachment, the solution must post the…
The correct answer is A. Create a desktop flow. C. Implement the Retrieve email messages action from a desktop flow. D. Implement the When a new email arrives trigger in a cloud flow. To design a solution that processes Excel attachments from incoming emails into a local, non-API CRM, a cloud flow is used to trigger on new emails, which then initiates a desktop flow to retrieve the email messages and interact with the local CRM.
Question
A company uses Microsoft 365 apps. You are building a flow that is triggered when a new email arrives. If an email message contains a Microsoft Excel workbook attachment, the solution must post the Excel data to an external customer relationship management (CRM) system that runs on a user's workstation. The CRM system is not accessible by using an API. You need to design the solution. Which three actions should you perform? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.
Options
- ACreate a desktop flow.
- BCreate desktop flow and define an input variable of type file.
- CImplement the Retrieve email messages action from a desktop flow.
- DImplement the When a new email arrives trigger in a cloud flow.
- EImplement the Create file action from the OneDrive connector in a cloud flow.
How the community answered
(71 responses)- A58% (41)
- B28% (20)
- E14% (10)
Why each option
To design a solution that processes Excel attachments from incoming emails into a local, non-API CRM, a cloud flow is used to trigger on new emails, which then initiates a desktop flow to retrieve the email messages and interact with the local CRM.
A desktop flow is essential because the external CRM system runs on a user's workstation and lacks an API, necessitating UI automation for data posting.
While creating a desktop flow with an input variable of type file is a common pattern for cloud flows to pass attachments, in this specific solution design, 'C' is included, implying the desktop flow is responsible for email retrieval itself.
After the cloud flow detects a new email and triggers the desktop flow, the desktop flow can utilize the 'Retrieve email messages' action to access the specific email and its Excel attachment on the local machine.
The 'When a new email arrives' trigger in a cloud flow is necessary to automatically detect incoming emails that contain the specified Microsoft Excel workbook attachments, initiating the entire automation process.
Implementing the 'Create file' action from the OneDrive connector in a cloud flow would save the attachment to OneDrive, but it is not one of the three core actions for this specific solution design that emphasizes desktop flow email retrieval and local CRM interaction.
Concept tested: Hybrid automation (Cloud + Desktop flow) for email attachments and local CRM
Source: https://learn.microsoft.com/en-us/power-automate/desktop-flows/actions-reference/email
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