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Regular Visitor

Dynamics 365 update user field in approval process

Dear community,

 

I have an approvals process in place using the custom responses option. What I want to do is update an opportunity in Dynamics with a user name, depending on which option is chosen from the response.

 

I've tried typing the user name in the field & also the GUID but the flow will not work. Help please!

 

Best regards,

 

Drew

1 ACCEPTED SOLUTION

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Solution Specialist
Solution Specialist

Re: Dynamics 365 update user field in approval process

Hi @drewcarousel ,

 

To update a lookup in Flow with the Current Environment connector in general you need to prefix it with /<entity collection name>(<entityid>)

 

for ex. in your case it should be /systemusers(guid)

 

Thanks

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5 REPLIES 5
Highlighted
Solution Specialist
Solution Specialist

Re: Dynamics 365 update user field in approval process

Hi @drewcarousel ,

 

To update a lookup in Flow with the Current Environment connector in general you need to prefix it with /<entity collection name>(<entityid>)

 

for ex. in your case it should be /systemusers(guid)

 

Thanks

View solution in original post

Highlighted
Regular Visitor

Re: Dynamics 365 update user field in approval process

Hi @ManishJain

 

This is perfect thank you! For some reason I cant select this a solution.

 

I have one final question - I want to update the record with the approver user. How can I update the record with the user name from the approval response?

 

Best regards,

 

Drew

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Solution Specialist
Solution Specialist

Re: Dynamics 365 update user field in approval process

Hi @drewcarousel ,

 

You need to do Get Record from User entity based on email to which you are sending approval email. From this you can get the record id of user and use it in setting lookup value

 

Thanks

Highlighted
Regular Visitor

Re: Dynamics 365 update user field in approval process

Hi @ManishJain,

 

the "Get record" action only allows me to retrieve information based on the GUID though? Can you let me know how I search for a record with the email?

 

Best regards,

 

Drew

Highlighted
Solution Specialist
Solution Specialist

Re: Dynamics 365 update user field in approval process

HI @drewcarousel ,

 

sorry I meant List records and use Users entity and in filter query use internalemailaddress eq 'yourmailaddress' , also in Top count set 1 as you will be getting only 1 record. Then once you get results use 

 

first(outputs('Get_Users')?['body/value/userid']) to get the user guid. Please use compose to get the output from List records and set 'userid' accordingly in expression.

 

Thanks

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