I am new to power automate, i wanted to get lookup of contact table and set that lookup on account table, using Microsoft flow.
Related
In my project I want to set the user/team lookup field value in Test table with power automate flow.
But I want to not set directly field value, I have one field which is in Account table(Field Name is User) which is also user/team lookup field. I want to set, when the Account table lookup field is user then set field value(As Account Table User) in Test table and when the Account table field value is team then set the same field value(As Account Table Team) in Test table.
Actually when I add Account table look up field is User and I have added expression in user and team respectively it was show the error as below.
My Expressions are:
1.for User: if(empty(outputs('Get_Account_Details')?['body/_new_user_value']),concat('systemusers(',outputs('Get_a_row_by_ID_-_Get_Account_Owner')?['body/_parentsystemuserid_value'],')'),outputs('User_is_user'))
For Team: if(empty(outputs('Get_Account_Details')?['body/_new_user_value']),'',outputs('Team_is_team'),)
If I use above expression for User and Account table User(Field) is user then It's properly work but when I use both expressions it was not work.
Currently my Account table field is team then,
I got the team and not getting User which is Correct but when I set this compose in field output it getting the error.
Anyone Help?
you will need to find out entity schema name of field _new_user_value If it is systemuser then set as systemuser, if not it is Team
For a Field _new_user_value_ you will have option in power automate as Entity Name, check that if it is Team or user and based on it you can perfrom setting value.
I'm using the Dynamics connector in Azure Data Factory.
TLDR
Does this connector support loading child records which need a parent record key passed in? For example if I want to create a contact and attach it to a parent account, I upsert a record with a null contactid, a valid parentcustomerid GUID and set parentcustomeridtype to 1 (or 2) but I get an error.
Long Story
I'm successfully connecting to Dynamics 365 and extracting data (for example, the lead table) into a SQL Server table
To test that I can transfer data the other way, I am simply loading the data back from the lead table into the lead entity in Dynamics.
I'm getting this error:
Failure happened on 'Sink' side. ErrorCode=DynamicsMissingTargetForMultiTargetLookupField,'Type=Microsoft.DataTransfer.Common.Shared.HybridDeliveryException,Message=,Source=,''Type=Microsoft.DataTransfer.Common.Shared.HybridDeliveryException,Message=Cannot find the target column for multi-target lookup field: 'ownerid'.
As a test I removed ownerid from the list of source columns it loads OK.
This is obviously a foreign key value.
It raises two questions for me:
Specifically with regards to the error message: If I knew which lookup it needed to use, how can I specify which lookup table it should validate against? There's no settings in the ADF connector to allow me to do this.
This is obviously a foreign key value. If I only had the name (or business key) for this row, how can I easily lookup the foreign key value?
How is this normally done through other API's, i.e. the web API?
Is there an XRMToolbox addin that would help clarify?
I've also read some posts that imply that you can send pre-connected data in an XML document so perhaps that would help also.
EDIT 1
I realised that the lead.ownertypeid field in my source dataset is NULL (that's what was exported). It's also NULL if I browse it in various Xrmtoolbox tools. I tried hard coding it to systemuser (which is what it actually is in the owner table against the actual owner record) but I still get the same error.
I also notice there's a record with the same PK value in systemuser table
So the same record is in two tables, but how do I tell the dynamics connector which one to use? and why does it even care?
EDIT 2
I was getting a similar message for msauto_testdrive for customerid.
I excluded all records with customerid=null, and got the same error.
EDIT 2
This link appears to indicate that I need to set customeridtype to 1 (Account) or 2 (Contact). I did so, but still got the same error.
Also I believe I have the same issue as this guy.
Maybe the ADF connector suffers from the same problem.
At the time of writing, #Arun Vinoth was 100% correct. However shortly afterwards there was a documentation update (in response to a GitHub I raised) that explained how to do it.
I'll document how I did it here.
To populate a contact with against a parent account, you need the parent accounts GUID. Then you prepare a dataset like this:
SELECT
-- a NULL contactid means this is a new record
CAST(NULL as uniqueidentifier) as contactid,
-- the GUID of the parent account
CAST('A7070AE2-D7A6-EA11-A812-000D3A79983B' as uniqueidentifier) parentcustomerid,
-- customer id is an account
'account' [parentcustomerid#EntityReference],
'Joe' as firstname,
'Bloggs' lastname,
Now you can apply the normal automapping approach in ADF.
Now you can select from this dataset and load into contact. You can apply the usual automapping approach, this is: create datasets without schemas. Perform a copy activity without mapping columns
This is the ADF limitation with respect to CDS polymorphic lookups like Customer and Owner. Upvote this ADF idea
Workaround is to use two temporary source lookup fields (owner team and user in case of owner, account and contact in case of customer) and with parallel branch in a MS Flow to solve this issue. Read more, also you can download the Flow sample to use.
First, create two temporary lookup fields on the entity that you wish to import Customer lookup data into it, to both the Account and Contact entities respectively
Within your ADF pipeline flow, you will then need to map the GUID values for your Account and Contact fields to the respective lookup fields created above. The simplest way of doing this is to have two separate columns within your source dataset – one containing Account GUID’s to map and the other, Contact.
Then, finally, you can put together a Microsoft Flow that then performs the appropriate mapping from the temporary fields to the Customer lookup field. First, define the trigger point for when your affected Entity record is created (in this case, Contact) and add on some parallel branches to check for values in either of these two temporary lookup fields
Then, if either of these conditions is hit, set up an Update record task to perform a single field update, as indicated below if the ADF Account Lookup field has data within it
I have flatfile source and dynamics crm destination.I have to delete a record from CRM based on Title(text), Startdate(text) and userid(lookup field in CRM) which is given as input from flatfile.Can you suggest how can I achieve this.
Thanks
You can take a look at our Premium Lookup component in the SSIS Productivity Pack, which allows you to perform a lookup against your CRM source. The Premium Lookup component takes two inputs - Primary Input and Lookup Table Input. In your case, you can specify the flat file source component as your Primary Input and use CRM Source component as the Lookup Table Input. With that being done, you should be able to get the corresponded records in the Matched Rows ouput, which can be used to pushed to the CRM Destination component and perform a Delete action. Hope this helps.
In CRM Online I need to link the Account Name field in the Account entity to a lookup table of imported and approved company names. The goal is to require users to pick from an approved list instead of letting them make up a company account name. I know there is an Account Name lookup in Contacts which uses existing Account Name records, but I need the lookup in the Account entity. Thanks for any tips.
If you are referring to a different entity as LookupTable, then create a relationship between Account ans the Lookup Table entity. After that you can use that entity as Lookup attribute in Account entity
CRM renders a Lookup control for a 1:N relationship. What you are trying achieve would fall more into a data validation scenario where users can enter account names from a pre-set list of names.
You can leverage a new event introduced in CRM 2016 - addOnKeyPress which can be easily used to build an autocomplete feature which would be more inline with what you are trying to achieve. If a user doesn't "pick" a value instead types anything in disregarding the autocomplete use attribute control's setNotification to set an error message which would invalidate the save preventing the user from saving the record.
Is it possible to set null/blank lookup values on relationships in CRM 2011 when they open from the parental/referrential entity?
Example, if you create a new 1:N relationship between the entities opportunity and account holding an agency value. When creating a new opportunity from an account, this account is prefilled in both the potential customer lookup field and the agency lookup field.
This can easily be remedied with a javscript, clearing the field onload, but can this be done earlier, in the attribute mapping, or is it always a post-fix to correct the default action?
I had the same issue in Crm 4. So I suppose it still exists in 2011.
You cannot remove the relationship mapping of the primary attribute, though I've never understood why this automatically maps to fields of different relationships.
In this case you are just best off using JavaScript to perform the following logic:
If the form is in create mode and both fields contain the same value then clear the duplicated field.
This logic should ensure that it only clears the fields in this circumstance.
This is not possible without Javascript.
MS CRM doesn't give you an option to counter the autofill of the mapped field. It will always be automatically filled in by the system.