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bneuf
Level: Power Up

Comparing values between two different entities in Dynamics 365 CRM

I want to create a Flow that will update the Account field of a "Lead" in Dynamics 365 CRM based on a look-up of one value in the "Lead" entity and match it with a value in the "Account" entity.

 

Within an "Account" record I have a value that is the email domain of the account. For example "microsoft.com".

 

In my "Leads" records, I parse out the lead's email address, using Flow, and return the email domain value. For example "microsoft.com".

 

Now, I want to use the "Lead" domain to lookup an "Account" record where the domain in the "Account" matches the "Lead" domain. When a match is found, I want to update the "Lead" account field with the associated "Account".

 

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1 REPLY 1
RookieI
Level: Powered On

Re: Comparing values between two different entities in Dynamics 365 CRM

What is the problem with your current Flow?

 

You can use List records-Filter Query to filter out the matching records.

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