cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Julien2
Kudo Kingpin
Kudo Kingpin

Dynamics 365 CRM get sub-grid values of an entity

Hello everyone!

 

In dynamics 365 i have customized and added to Lead entity a sub-grid connected to another entity called Services.
The Services entity consist of multiple services where the user can select more than one service when creating a new task in the Lead entity. Which means one task can have many services.

 

What i am trying to achieve in Power Automate with dynamics 365 is the following:

  • When a record is created in the Lead entity i want to send an email with the following details:
    • Name of the user entered in the record created.
    • Country selected from the dropdown in the record created.
    • The Services selected inside this sub-grid. (In this step i was not able to find anything related to sub-grid inside the dynamic content to get the selected values).

Here is a screenshot about the Services sub-grid connected to Lead entity:

Capture1.PNG

Is it possible to get those values inside this sub-grid to send the email with the details mentioned above?

What i have tried to:

Capture.PNG

 

Any help will be greatly appreciated.

Thank you!

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @Julien2 

 

Thanks for the screen share. Following are the steps we followed.

 

Added a new text field. In your case you don't need to use multi-select option set. Set the fetchXML to query to get the details and mapped under Create HTML table. Finally send the email using HTML table.

 

Hopefully the session was helpful.

 

If you have any more question please post to this forum. Happy to help you.

 

Thanks

 



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog
Power Automate Video Tutorials

View solution in original post

12 REPLIES 12
abm
Super User
Super User

Hi @Julien2 

 

Yes it is possible. You need to query the services against the Id of the lead record. This will return all the services for that lead. Construct a loop and extract each services in an array or something. Finally in your email step you have lead and services details.

 

If you need any help in this let me know.

 

Thanks



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog
Power Automate Video Tutorials

Hi @abm ,

 

Thanks for the clarification.


However, i have problems in the build of the query for the services to get all the items. In addition, to create a loop and extract each services.

What i tried to:

Capture2.PNG

Capture3.PNG

I couldn't find from the dynamic content the Services ID since it already existed in the entity of Service Info.

It would be appreciated,if only you could provide examples of your reference.

Best regards,
Julien2

Hi @Julien2 

 

You have more than two records so you need to get list records and set the filter query as lead id = newly created record id (Lead). This should return more than one record(s).  Hope it make sense. If not I am happy to do a screen share. I am available next 20 minutes.

 

Thanks



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog
Power Automate Video Tutorials

Hey,

 

I will try to keep it simple and short for you.

 

First of all, you need to use the "List record " action to list all the services records created in your system. Then you need to filter out all the services records that are related to the Lead entity record. For this, you need to write the filter query.  I will try to explain this with an example.

Flow issue.PNG

 

 In the "list record" action I have filtered out the entity by comparing the field which contains the GUID for the Lead records. For every relationship, there will be a field in the cds which contains GUID of the related record. For example, if there are two entity A and B. There is 1:N relationship b/w A and B. Then both entity will contain a field which will contain the GUID of another entity.

 

You need to find the field schema name. If you are not able to do that then in the List Record action remove the filter query and in the Top Count field enter 1. This will get anyone record data with all the field names and their value. Get the field name and enter it in the filter query field.

 

Next, I have created the HTML table so that you can get the required fields of the listed records. You can directly add this to the email action.

 

If I am able to help you then give me thumbs up and accept this as a solution.

 

Thanks and Regards,

Naveen Gupta

 

Hi @abm ,

That's right,one Lead may have one or many records in the sub-grid of the multiple services section.

 

I think we should change the first action when a record is created inside the Lead entity because i can't add items to the sub-grid until i create the record, so the flow will not find the added items when the record is created.I can add items to the sub-grid after i create the record.

Here are some screenshots:

Cap1.PNGcap 2.PNG
It would be better if you could share you screen so i can quietly understand.

 

Thanks for your support!

Hello @Naveen_772 ,

 

Thanks for the explanation.

Leads has N:N relationship with 'Service Info', the field name is List of Services that contain all the services name inside the Service Info entity.
so the filter query would be list of Services (field name) eq 'leadid' ?

If i used 1 in Top Count field i'll get many emails because i have many clients so it's not a good idea.

In addition, inside the html table i want to get the Lead record created name i couldn't find it until i have added "List records 2 action" and linked the leads entity to select data from dynamic content.

Check my screenshot below:

cap3.PNG

Also i think i have to change the first action when a record is created inside the Lead entity because i can't add items to the sub-grid until i create the record, so the flow will not find the added items when the record is created.I can add items to the sub-grid after i create the record.

What i should use instead of when the record is created?

 

Best regards,
Julien2

Hi @abm 

 

I have changed "When a record is created" action to "When a record is created or updated".

I was able to take data from sub-grid to get the services added to the Lead but as result it shows a number instead of showing the name of services added to the sub-grid. In addition, in the email it prints out 2 rows instead of one since it's only one record.

I am pretty sure this issue remain because of the filter query.

 

Here is the latest flow modifications:

Cap1.PNG

Email result:

Capture2.PNG

Looking to hear from you.

Thank you!

Hi @Julien2 

 

It's difficult to analyse from the screenshot you provided. Also it doesn't states that what's your filter you are applying it for the List records. You have mentioned it is showing a number instead of the name. I can see there is a mapping in HTML table for the name field. It would be easier to analyse via screen share.

 

Thanks



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog
Power Automate Video Tutorials

Hi @abm ,

 

You're right it will be easier to do a screen share let me know when you are available.

Thank you!

Hi @Julien2 

 

Thanks for the screen share. Following are the steps we followed.

 

Added a new text field. In your case you don't need to use multi-select option set. Set the fetchXML to query to get the details and mapped under Create HTML table. Finally send the email using HTML table.

 

Hopefully the session was helpful.

 

If you have any more question please post to this forum. Happy to help you.

 

Thanks

 



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog
Power Automate Video Tutorials

@abm 

Thanks for your support and your time much appreciated.

Hi @Julien2 ,

 

I am looking to implement the exact same thing so was glad to come across your post. What did you end up putting the the Filter Query for the list records?

 

Thanks in advance,

Sudhir

Helpful resources

Announcements

Power Platform Connections Ep 15 | L. Baybutt | Thursday, 1 June 2023

Episode Fifteen of Power Platform Connections sees David Warner and Hugo Bernier talk to Microsoft MVP Lewis Baybutt aka Low Code Lewis, alongside the latest news and community blogs.   Use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.        Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse.  This episode premiers live on our YouTube at 12pm PST on Thursday 1st June 2023.  Video series available at Power Platform Community YouTube channel.    Upcoming events:  European Power Platform conference – Jun. 20-22nd - Dublin Microsoft Power Platform Conference – Oct. 3-5th - Las Vegas  Join our Communities:  Power Apps Community Power Automate Community Power Virtual Agents Community Power Pages Community  If you’d like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. We will do our best to address all your requests or questions.  Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse.  This episode premiers live on our YouTube at 12pm PST on Thursday 1st June 2023.  Video series available at Power Platform Community YouTube channel.    Upcoming events:  European Power Platform conference – Jun. 20-22nd - Dublin Microsoft Power Platform Conference – Oct. 3-5th - Las Vegas  Join our Communities:  Power Apps Community Power Automate Community Power Virtual Agents Community Power Pages Community  If you’d like to hear from a specific community member in an upcoming recording and/or have specific questions for the Power Platform Connections team, please let us know. We will do our best to address all your requests or questions. 

May 2023 Community Newsletter and Upcoming Events

Welcome to our May 2023 Community Newsletter, where we'll be highlighting the latest news, releases, upcoming events, and the great work of our members inside the Biz Apps communities. If you're new to this LinkedIn group, be sure to subscribe here in the News & Announcements to stay up to date with the latest news from our ever-growing membership network who "changed the way they thought about code".         LATEST NEWS "Mondays at Microsoft" LIVE on LinkedIn - 8am PST - Monday 15th May  - Grab your Monday morning coffee and come join Principal Program Managers Heather Cook and Karuana Gatimu for the premiere episode of "Mondays at Microsoft"! This show will kick off the launch of the new Microsoft Community LinkedIn channel and cover a whole host of hot topics from across the #PowerPlatform, #ModernWork, #Dynamics365, #AI, and everything in-between. Just click the image below to register and come join the team LIVE on Monday 15th May 2023 at 8am PST. Hope to see you there!     Executive Keynote | Microsoft Customer Success Day CVP for Business Applications & Platform, Charles Lamanna, shares the latest #BusinessApplications product enhancements and updates to help customers achieve their business outcomes.         S01E13 Power Platform Connections - 12pm PST - Thursday 11th May Episode Thirteen of Power Platform Connections sees Hugo Bernier take a deep dive into the mind of co-host David Warner II, alongside the reviewing the great work of Dennis Goedegebuure, Keith Atherton, Michael Megel, Cat Schneider, and more. Click below to subscribe and get notified, with David and Hugo LIVE in the YouTube chat from 12pm PST. And use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show.         UPCOMING EVENTS   European Power Platform Conference - early bird ticket sale ends! The European Power Platform Conference early bird ticket sale ends on Friday 12th May 2023! #EPPC23 brings together the Microsoft Power Platform Communities for three days of unrivaled days in-person learning, connections and inspiration, featuring three inspirational keynotes, six expert full-day tutorials, and over eighty-five specialist sessions, with guest speakers including April Dunnam, Dona Sarkar, Ilya Fainberg, Janet Robb, Daniel Laskewitz, Rui Santos, Jens Christian Schrøder, Marco Rocca, and many more. Deep dive into the latest product advancements as you hear from some of the brightest minds in the #PowerApps space. Click here to book your ticket today and save!      DynamicMinds Conference - Slovenia - 22-24th May 2023 It's not long now until the DynamicsMinds Conference, which takes place in Slovenia on 22nd - 24th May, 2023 - where brilliant minds meet, mingle & share! This great Power Platform and Dynamics 365 Conference features a whole host of amazing speakers, including the likes of Georg Glantschnig, Dona Sarkar, Tommy Skaue, Monique Hayward, Aleksandar Totovic, Rachel Profitt, Aurélien CLERE, Ana Inés Urrutia de Souza, Luca Pellegrini, Bostjan Golob, Shannon Mullins, Elena Baeva, Ivan Ficko, Guro Faller, Vivian Voss, Andrew Bibby, Tricia Sinclair, Roger Gilchrist, Sara Lagerquist, Steve Mordue, and many more. Click here: DynamicsMinds Conference for more info on what is sure an amazing community conference covering all aspects of Power Platform and beyond.    Days of Knowledge Conference in Denmark - 1-2nd June 2023 Check out 'Days of Knowledge', a Directions 4 Partners conference on 1st-2nd June in Odense, Denmark, which focuses on educating employees, sharing knowledge and upgrading Business Central professionals. This fantastic two-day conference offers a combination of training sessions and workshops - all with Business Central and related products as the main topic. There's a great list of industry experts sharing their knowledge, including Iona V., Bert Verbeek, Liza Juhlin, Douglas Romão, Carolina Edvinsson, Kim Dalsgaard Christensen, Inga Sartauskaite, Peik Bech-Andersen, Shannon Mullins, James Crowter, Mona Borksted Nielsen, Renato Fajdiga, Vivian Voss, Sven Noomen, Paulien Buskens, Andri Már Helgason, Kayleen Hannigan, Freddy Kristiansen, Signe Agerbo, Luc van Vugt, and many more. If you want to meet industry experts, gain an advantage in the SMB-market, and acquire new knowledge about Microsoft Dynamics Business Central, click here Days of Knowledge Conference in Denmark to buy your ticket today!   COMMUNITY HIGHLIGHTS Check out our top Super and Community Users reaching new levels! These hardworking members are posting, answering questions, kudos, and providing top solutions in their communities.   Power Apps:  Super Users: @WarrenBelz, @LaurensM  @BCBuizer  Community Users:  @Amik@ @mmollet, @Cr1t    Power Automate:  Super Users: @Expiscornovus , @grantjenkins, @abm  Community Users: @Nived_Nambiar, @ManishSolanki    Power Virtual Agents:  Super Users: @Pstork1, @Expiscornovus  Community Users: @JoseA, @fernandosilva, @angerfire1213    Power Pages: Super Users: @ragavanrajan  Community Users: @Fubar, @Madhankumar_L,@gospa  LATEST COMMUNITY BLOG ARTICLES  Power Apps Community Blog  Power Automate Community Blog  Power Virtual Agents Community Blog  Power Pages Community Blog  Check out 'Using the Community' for more helpful tips and information:  Power Apps , Power Automate, Power Virtual Agents, Power Pages 

Announcing | Super Users - 2023 Season 1

Super Users – 2023 Season 1    We are excited to kick off the Power Users Super User Program for 2023 - Season 1.  The Power Platform Super Users have done an amazing job in keeping the Power Platform communities helpful, accurate and responsive. We would like to send these amazing folks a big THANK YOU for their efforts.      Super User Season 1 | Contributions July 1, 2022 – December 31, 2022  Super User Season 2 | Contributions January 1, 2023 – June 30, 2023    Curious what a Super User is? Super Users are especially active community members who are eager to help others with their community questions. There are 2 Super User seasons in a year, and we monitor the community for new potential Super Users at the end of each season. Super Users are recognized in the community with both a rank name and icon next to their username, and a seasonal badge on their profile.  Power Apps  Power Automate  Power Virtual Agents  Power Pages  Pstork1*  Pstork1*  Pstork1*  OliverRodrigues  BCBuizer  Expiscornovus*  Expiscornovus*  ragavanrajan  AhmedSalih  grantjenkins  renatoromao    Mira_Ghaly*  Mira_Ghaly*      Sundeep_Malik*  Sundeep_Malik*      SudeepGhatakNZ*  SudeepGhatakNZ*      StretchFredrik*  StretchFredrik*      365-Assist*  365-Assist*      cha_cha  ekarim2020      timl  Hardesh15      iAm_ManCat  annajhaveri      SebS  Rhiassuring      LaurensM  abm      TheRobRush  Ankesh_49      WiZey  lbendlin      Nogueira1306  Kaif_Siddique      victorcp  RobElliott      dpoggemann  srduval      SBax  CFernandes      Roverandom  schwibach      Akser  CraigStewart      PowerRanger  MichaelAnnis      subsguts  David_MA      EricRegnier  edgonzales      zmansuri  GeorgiosG      ChrisPiasecki  ryule      AmDev  fchopo      phipps0218  tom_riha      theapurva  takolota     Akash17  momlo     BCLS776  Shuvam-rpa     rampprakash  ScottShearer     Rusk  ChristianAbata     cchannon  Koen5     a33ik  Heartholme     AaronKnox  okeks      Matren  David_MA     Alex_10        Jeff_Thorpe        poweractivate        Ramole        DianaBirkelbach        DavidZoon        AJ_Z        PriyankaGeethik        BrianS        StalinPonnusamy        HamidBee        CNT        Anonymous_Hippo        Anchov        KeithAtherton        alaabitar        Tolu_Victor        KRider        sperry1625        IPC_ahaas      zuurg    rubin_boer   cwebb365   Dorrinda   G1124   Gabibalaban   Manan-Malhotra   jcfDaniel   WarrenBelz   Waegemma   drrickryp   GuidoPreite   metsshan    If an * is at the end of a user's name this means they are a Multi Super User, in more than one community. Please note this is not the final list, as we are pending a few acceptances.  Once they are received the list will be updated. 

Check out the new Power Platform Communities Front Door Experience!

We are excited to share the ‘Power Platform Communities Front Door’ experience with you!   Front Door brings together content from all the Power Platform communities into a single place for our community members, customers and low-code, no-code enthusiasts to learn, share and engage with peers, advocates, community program managers and our product team members. There are a host of features and new capabilities now available on Power Platform Communities Front Door to make content more discoverable for all power product community users which includes ForumsUser GroupsEventsCommunity highlightsCommunity by numbersLinks to all communities Users can see top discussions from across all the Power Platform communities and easily navigate to the latest or trending posts for further interaction. Additionally, they can filter to individual products as well.   Users can filter and browse the user group events from all power platform products with feature parity to existing community user group experience and added filtering capabilities.     Users can now explore user groups on the Power Platform Front Door landing page with capability to view all products in Power Platform.      Explore Power Platform Communities Front Door today. Visit Power Platform Community Front door to easily navigate to the different product communities, view a roll up of user groups, events and forums.

Microsoft Power Platform Conference | Registration Open | Oct. 3-5 2023

We are so excited to see you for the Microsoft Power Platform Conference in Las Vegas October 3-5 2023! But first, let's take a look back at some fun moments and the best community in tech from MPPC 2022 in Orlando, Florida.   Featuring guest speakers such as Charles Lamanna, Heather Cook, Julie Strauss, Nirav Shah, Ryan Cunningham, Sangya Singh, Stephen Siciliano, Hugo Bernier and many more.   Register today: https://www.powerplatformconf.com/   

Users online (3,800)