cancel
Showing results for 
Search instead for 
Did you mean: 
Reply

Get Dynamics CRM field text instead of value

I'm currently building a flow to pull data from a CRM entity (leads entity) and email it out to somebody (essentially an email notification that a lead has been assigned to somebody).

But, certain fields that I'm pulling are only giving me the value rather than the text.

i.e. the Lead Rating field, instead of showing 'Warm' it's giving me '2'.

I also have a lookup field to an Account, and instead of getting the Account name in the email, I'm getting the Account ID value.

 

Is there a way I can get the text rather than the values?

 

For reference, I'm pulling the data using CDS.

14 REPLIES 14
abm
Most Valuable Professional
Most Valuable Professional

Hi @bjarvis 

 

For lookup fields by default you only get the GUID. To get the account name you need to use another flow step called Get Record and pass the Id from our current step. For option set I will get back to you soon.

 

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
Most Valuable Professional
Most Valuable Professional

Hi @bjarvis 

 

So to get the option set value text you need to add a compose statement and add the below. Here I am using a for each loop for getting all the records. My option set field is called ajb_rankingstatus. You won't get this from the dynamic properties. You need to add this under the expression function. That will do the trick 🙂 

 

items('Apply_to_each')?['_ajb_rankingstatus_label']
 
If you need any help in this let me know.
 


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 the replies - the first one worked perfectly, however with the second answer for option sets i'm getting an error.

The field is 'leadsourcecode' 

 

my expression is: 

items('Apply_to_each')?['_leadsourcecode_label']

 

the error i'm getting is:

 

The template validation failed: 'The repetition action(s) 'Apply_to_each' referenced by 'inputs' in action 'Compose' are not defined in the template.'.
abm
Most Valuable Professional
Most Valuable Professional

Hi

 

Did you added the compose step inside the loop? You can directly add the expression under the filed without using compose as well.



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

Sorry, I think I've misunderstood your instructions here.

 

Should the compose with expression be inside an 'Apply to each' action?

 

If so, what is the input to the Apply to each? I only have the option for 'Value' as per the image below.

 

Capture.PNG

abm
Most Valuable Professional
Most Valuable Professional

Hi @bjarvis 

 

I was suggesting based on your error. If you using Get Record and returning only one record you don't need a loop so that compose can be outside the loop. Like I mentioned earlier you can do without compose as well. Directly map the field using the expression which I mentioned earlier.



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

Hello sir!

 

Thanks for your help above. I am still getting errors on mine as well and have looked throughout the entire internet and can't get mine to work too. I'm just trying to get the option set value text.

abm
Most Valuable Professional
Most Valuable Professional

Hi @Shap1 

 

Could you post a screen shot of your flow?

 

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
ManishJain
Solution Sage
Solution Sage

Hi @bjarvis ,

 

Please look at the following blog to help you better with optionsets:

 

https://linnzawwin.blogspot.com/2020/07/get-lookup-display-name-and-option-set.html

 

Thanks

 

abm
Most Valuable Professional
Most Valuable Professional

Hi @bjarvis 

 

Do you still need help in this? 



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

Are you able to meet via Teams or anything? Would love to chat for a moment if you ever have the time 🙂

abm
Most Valuable Professional
Most Valuable Professional

Hi @Shap1 

 

Thanks for the screen share. Couple of things.

 

1. You need to use the current environment CDS (Dataverse) connector to get the Multiple OptionSet values.

2. To get the current user email you need to filter by current owner GUID value (List Rows) (systemuserid eq 'Guid')

3. To get the option set text values (For single/Multiple option sets) you need to check the run history and use the relevant (Triggerbody() / body()) schema names from the run history. Generally the schemas are _filedname_value.

 

Hope it was helpful.

 

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

You have been absolutely great @abm! Thank you so very much with your help! A+

abm
Most Valuable Professional
Most Valuable Professional

Hi @Shap1 

 

Did you originally created this thread? If so please mark it as solution accepted.

 

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

Helpful resources

Announcements

Community will be READ ONLY July 16th, 5p PDT -July 22nd

Dear Community Members,   We'd like to let you know of an upcoming change to the community platform: starting July 16th, the platform will transition to a READ ONLY mode until July 22nd.   During this period, members will not be able to Kudo, Comment, or Reply to any posts.   On July 22nd, please be on the lookout for a message sent to the email address registered on your community profile. This email is crucial as it will contain your unique code and link to register for the new platform encompassing all of the communities.   What to Expect in the New Community: A more unified experience where all products, including Power Apps, Power Automate, Copilot Studio, and Power Pages, will be accessible from one community.Community Blogs that you can syndicate and link to for automatic updates. We appreciate your understanding and cooperation during this transition. Stay tuned for the exciting new features and a seamless community experience ahead!

Summer of Solutions | Week 4 Results | Winners will be posted on July 24th

We are excited to announce the Summer of Solutions Challenge!    This challenge is kicking off on Monday, June 17th and will run for (4) weeks.  The challenge is open to all Power Platform (Power Apps, Power Automate, Copilot Studio & Power Pages) community members. We invite you to participate in a quest to provide solutions to as many questions as you can. Answers can be provided in all the communities.    Entry Period: This Challenge will consist of four weekly Entry Periods as follows (each an “Entry Period”)   - 12:00 a.m. PT on June 17, 2024 – 11:59 p.m. PT on June 23, 2024 - 12:00 a.m. PT on June 24, 2024 – 11:59 p.m. PT on June 30, 2024 - 12:00 a.m. PT on July 1, 2024 – 11:59 p.m. PT on July 7, 2024 - 12:00 a.m. PT on July 8, 2024 – 11:59 p.m. PT on July 14, 2024   Entries will be eligible for the Entry Period in which they are received and will not carryover to subsequent weekly entry periods.  You must enter into each weekly Entry Period separately.   How to Enter: We invite you to participate in a quest to provide "Accepted Solutions" to as many questions as you can. Answers can be provided in all the communities. Users must provide a solution which can be an “Accepted Solution” in the Forums in all of the communities and there are no limits to the number of “Accepted Solutions” that a member can provide for entries in this challenge, but each entry must be substantially unique and different.    Winner Selection and Prizes: At the end of each week, we will list the top ten (10) Community users which will consist of: 5 Community Members & 5 Super Users and they will advance to the final drawing. We will post each week in the News & Announcements the top 10 Solution providers.  At the end of the challenge, we will add all of the top 10 weekly names and enter them into a random drawing.  Then we will randomly select ten (10) winners (5 Community Members & 5 Super Users) from among all eligible entrants received across all weekly Entry Periods to receive the prize listed below. If a winner declines, we will draw again at random for the next winner.  A user will only be able to win once overall. If they are drawn multiple times, another user will be drawn at random.  Individuals will be contacted before the announcement with the opportunity to claim or deny the prize.  Once all of the winners have been notified, we will post in the News & Announcements of each community with the list of winners.   Each winner will receive one (1) Pass to the Power Platform Conference in Las Vegas, Sep. 18-20, 2024 ($1800 value). NOTE: Prize is for conference attendance only and any other costs such as airfare, lodging, transportation, and food are the sole responsibility of the winner. Tickets are not transferable to any other party or to next year’s event.   ** PLEASE SEE THE ATTACHED RULES for this CHALLENGE**   Week 1 Results: Congratulations to the Week 1 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge.   Community MembersNumber SolutionsSuper UsersNumber Solutions Deenuji 9 @NathanAlvares24  17 @Anil_g  7 @ManishSolanki  13 @eetuRobo  5 @David_MA  10 @VishnuReddy1997  5 @SpongYe  9JhonatanOB19932 (tie) @Nived_Nambiar  8 @maltie  2 (tie)   @PA-Noob  2 (tie)   @LukeMcG  2 (tie)   @tgut03  2 (tie)       Week 2 Results: Congratulations to the Week 2 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 2: Community MembersSolutionsSuper UsersSolutionsPower Automate  @Deenuji  12@ManishSolanki 19 @Anil_g  10 @NathanAlvares24  17 @VishnuReddy1997  6 @Expiscornovus  10 @Tjan  5 @Nived_Nambiar  10 @eetuRobo  3 @SudeepGhatakNZ 8     Week 3 Results: Congratulations to the Week 3 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 3:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji32ManishSolanki55VishnuReddy199724NathanAlvares2444Anil_g22SudeepGhatakNZ40eetuRobo18Nived_Nambiar28Tjan8David_MA22   Week 4 Results: Congratulations to the Week 4 qualifiers, you are being entered in the random drawing that will take place at the end of the challenge. Week 4:Community MembersSolutionsSuper UsersSolutionsPower Automate Deenuji11FLMike31Sayan11ManishSolanki16VishnuReddy199710creativeopinion14Akshansh-Sharma3SudeepGhatakNZ7claudiovc2CFernandes5 misc2Nived_Nambiar5 Usernametwice232rzaneti5 eetuRobo2   Anil_g2   SharonS2  

Check Out | 2024 Release Wave 2 Plans for Microsoft Dynamics 365 and Microsoft Power Platform

On July 16, 2024, we published the 2024 release wave 2 plans for Microsoft Dynamics 365 and Microsoft Power Platform. These plans are a compilation of the new capabilities planned to be released between October 2024 to March 2025. This release introduces a wealth of new features designed to enhance customer understanding and improve overall user experience, showcasing our dedication to driving digital transformation for our customers and partners.    The upcoming wave is centered around utilizing advanced AI and Microsoft Copilot technologies to enhance user productivity and streamline operations across diverse business applications. These enhancements include intelligent automation, AI-powered insights, and immersive user experiences that are designed to break down barriers between data, insights, and individuals. Watch a summary of the release highlights.    Discover the latest features that empower organizations to operate more efficiently and adaptively. From AI-driven sales insights and customer service enhancements to predictive analytics in supply chain management and autonomous financial processes, the new capabilities enable businesses to proactively address challenges and capitalize on opportunities.    

Updates to Transitions in the Power Platform Communities

We're embarking on a journey to enhance your experience by transitioning to a new community platform. Our team has been diligently working to create a fresh community site, leveraging the very Dynamics 365 and Power Platform tools our community advocates for.  We started this journey with transitioning Copilot Studio forums and blogs in June. The move marks the beginning of a new chapter, and we're eager for you to be a part of it. The rest of the Power Platform product sites will be moving over this summer.   Stay tuned for more updates as we get closer to the launch. We can't wait to welcome you to our new community space, designed with you in mind. Let's connect, learn, and grow together.   Here's to new beginnings and endless possibilities!   If you have any questions, observations or concerns throughout this process please go to https://aka.ms/PPCommSupport.   To stay up to date on the latest details of this migration and other important Community updates subscribe to our News and Announcements forums: Copilot Studio, Power Apps, Power Automate, Power Pages

Users online (2,328)