Microsoft Power Automate to schedule updates to the Welcome Message
Time to execute: approx. 15 min.
Microsoft Power Automate became the successor of Anywhere365 Timer Jobs. Microsoft Power Automate is capable to do the exact same thing, plus many more things from which you can benefit to deliver the best possible experience to your customers.
Below is an example to alter your Welcome Message announcement to reflect the part of day ("Good morning..." - > "Good afternoon..." - > "Good evening...").
More examples of Power Automate and possible changes and/or actions on SharePoint lists can be found here: Learn More
Getting started
This section will help you to create a flow that is triggered daily on 08:00 AM to change the Welcome Message of the IVR Interactive Voice Response, or IVR, is a telephone application to take orders via telephone keypad or voice through a computer. By choosing menu options the caller receives information, without the intervention of a human operator, or will be forwarded to the appropriate Agent. to include "Good morning".
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Navigate to Microsoft Power Automate.
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Click “Create”
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Below “Start from blank” select “Scheduled cloud flow”
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Fill in a descriptive name for the flow, along with the date, time and recurrence. For example:
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Flow name:
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Starting:
1/1/2023 at 08:00 AM
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Repeat every:
1 day
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Click “Create”
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The following window shows-up
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If you open the “Recurrence” action by clicking on it, you can edit the recurrence.
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If you click “edit”, you will see that the current recurrence is set to 1 day (as set during the creation of the flow).
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When clicking “advanced”, you will see the start time of the flow. Please note this time is in UTC.
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If your UCC runs in a different time zone, compared to the time zone that you are in, please update the start time accordingly (optionally you can set the time zone of the UCC accordingly).
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Next, add a new step to the flow by clicking “New Step”
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In this step, the Welcome Message will be retrieved from SharePoint.
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In the search box, search for the SharePoint connecter by typing-in “SharePoint”, and under “All” click the “SharePoint” icon.
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Next, search for the term “Get items” and select it.
Note
Please beware there are two similar action names:
- Get item: This action can be used to retrieve a SharePoint item based on its unique identifier. This identifier will change if the Welcome Message is deleted and re-created afterwards.
- Get items (note the trailing letter s): This action can be used to retrieve one or more SharePoint items based on various criteria. For example, the title of the item should be Welcome Message. This results in a less error-prone flow, as such this action is used in this example.
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After selecting this action, the connection towards SharePoint is tested. Once the connection is established successfully, the following form shows-up:
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Fill in the Site Address of your UCC
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If the Site Address does not show-up in the suggestions, scroll to the bottom and select “Enter custom value” and type in the Site Address manually.
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Next, select the List Name “IVRQuestions” from the dropdown
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Finally, click “Show advanced options”, and fill in the Filter Query.
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To filter out the Welcome Message, the query should be:
Title eq 'Welcome Message'
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Other options can be ignored for now.
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Again click “New Step” to add a subsequent action
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In this step, the Welcome Message will be updated.
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In the search box, search for the SharePoint connecter by typing-in “SharePoint”, and under “All” click the “SharePoint” icon.
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Next, search for the term “Update item” and select it.
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Again fill in the Site Address and the List Name “IVRQuestions”
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In the Id field select the Dynamic Content “ID” that is retrieved by the previous step “Get items”
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As soon as you do this, Power Automate will automatically add a “Apply to each” block around the action “Update item”.
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This is because the “Get items” action could result in multiple items being retrieved from SharePoint. As such it will update each of the items accordingly.
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Click on “Update item” to expand the action, and continue with the final configuration.
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In the Title field select the Dynamic Content “Title” that is retrieved by the previous step “Get items”
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If you use Text-to-Speech supply the text, for the Good Morning message, in the field “Question”. However, if you are using Audio files, select the correct Good Morning audio file, from the dropdown of the field “AudioQuestion Id” (or supply both).
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Finally click “Save”
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In the top
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Or the bottom
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In a similar fashion you can create additional flows for various Welcome Messages you would like to play during the afternoon and/or evening.
Edit the flow
When you have saved a flow and you want to make changes to this flow, this is one way to get back to the edit screen:
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Navigate to: https://make.powerautomate.com/
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Click “My flows”
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Click “Cloud flows” (or “Desktop flows”)
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Click the Edit-icon of the flow you would like to edit.
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For example “Change Welcome Message of UCC daily at 08:00 AM”
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You are back in the flow editor in which you can modify the flow by adding new actions and updating or removing existing actions.
Test the flow
If you want to test the flow, before it is triggered for the first time, you can easily start the flow manually.
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Navigate to: https://make.powerautomate.com/
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Click “My flows”
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Click “Cloud flows” (or “Desktop flows”)
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Click the Run-icon of the flow you would like to test
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For example: “Change Welcome Message of UCC daily at 08:00 AM”
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Finally, click “Run flow”
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A confirmation message will be displayed.
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When you navigate to your UCC Site, the Welcome Message should be updated accordingly.
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Navigate to: https://make.powerautomate.com/
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Click “My flows”
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Click “Cloud flows” (or “Desktop flows”)
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Open the flow you would like to test by clicking the Name.
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For example “Change Welcome Message of UCC daily at 08:00 AM”
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Next click “Run” from the top menu
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Finally, click “Run flow”
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A confirmation message will be displayed.
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When you navigate to your UCC Site, the Welcome Message should be updated accordingly.
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Navigate to: https://make.powerautomate.com/
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Click “My flows”
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Click “Cloud flows” (or “Desktop flows”)
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Click the Edit-icon of the flow you would like to test
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For example “Change Welcome Message of UCC daily at 08:00 AM”
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Click “Test”
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Select “Manually” and click “Test”
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Finally, click “Run flow”
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A confirmation message will be displayed.
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When you navigate to your UCC Site, the Welcome Message should be updated accordingly.
Frequently asked Questions
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The SharePoint connector is part of the Standard Tier, as such it is most-likely included in your Microsoft 365 subscription
(source: https://learn.microsoft.com/en-us/power-platform/admin/power-automate-licensing/types#standard-connectors). -
Microsoft 365 plans including Power Automate capabilities can be found on:
https://learn.microsoft.com/en-us/power-platform/admin/power-automate-licensing/faqs#what-power-automate-capabilities-are-included-in-office-365-licenses