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Anonymous
Not applicable

Create dynamic URL referencing regarding/related table in Dynamics 365 CE (CRM)

Hi Community,

 

I am currently working on a Power Automate flow which will generate a dynamic url which users can click on the open the specified record.

 

Usually this is quite straight forward, however, in this scenario I create a URL which references the regarding/related object that an update on behalf of.

 

For example, when a Post has been made on the Timeline of a Case, Account, Contact, etc. Then, I want to generate a dynamic URL which will be sent on Teams/Email. 

 

In the image below you can see that I have created a Dynamic URL to the unique Post record. However, I want this URL to reference the regarding object instead. I.e., I want to open the Account, Case, etc where the Post was made.

joagun_0-1687358725566.png

 

Thanks in advance for any support on this!

 

1 ACCEPTED SOLUTION

Accepted Solutions
LinnZawWin
Multi Super User
Multi Super User

@Anonymous 

For that case, you need to replace x2 values in your URL. The first one is etn which is the logical name of the table and you can use the Regarding (Type) from the Post's Dynamic Value. For the id value, remove Post Dynamic Value from your screenshot and replace it with Regarding (Value).

LinnZawWin_0-1687436966480.png

 

 

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3 REPLIES 3
SwJ23
Helper II
Helper II

To pull this sort of info from a lookup on TableA to TableB, instead of just going to TableB, I'm pretty sure you need to include an $expand(rownamefromassociationlink) in the URL, drill in there to get the rows from the associated table. 

This is some of the JSON for a record in a custom table that has a lookup - via the pp_elog_estimator column - to the User table:

SwJ23_2-1687362527110.png

 

So we modify the Dataverse List Rows connector to include an Expand column based on the front end of that association link (the logical name of the column, but including any capitalizations):

SwJ23_3-1687362605707.png


Then the JSON outputs include all the myriad columns for the record from Table B in the output for Table A:

SwJ23_1-1687362490724.png

 

I'd also suggest finding the column name you want in Table B and writing in the expand query as "tableAlookupcolumn($select=tableBcolumname)"

 



LinnZawWin
Multi Super User
Multi Super User

@Anonymous 

For that case, you need to replace x2 values in your URL. The first one is etn which is the logical name of the table and you can use the Regarding (Type) from the Post's Dynamic Value. For the id value, remove Post Dynamic Value from your screenshot and replace it with Regarding (Value).

LinnZawWin_0-1687436966480.png

 

 

Anonymous
Not applicable

@LinnZawWin, thank you so much for this! 

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