cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Anonymous
Not applicable

Getting Lookup records from D365

I am looking for a neater way to get Lookup records from the opportunity entity in D365 so I can use the lookup values for other actions such as creating new records.

 

Is there a neater way to get lookup records other than using multiple 'Get A record' actions

 

Capture.PNG

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @Anonymous 

 

From the description, I understand you need help finding a tidier way to implement the get records for a record created without getting for all related entities. I reviewed and I understand the need for a tidier means to have this done, honestly from my experience there isn’t any way I have come across personally.

 

I have previously discussed this with a few internal escalation engineers and it seems the only current means to get the specific details is getting individual records for the created opportunity.

 

If needed, you could provide me with an export copy of your flow to see what I can do to recreate this and have the flow running as intended, that may also be something we can further review, let me know your thoughts on this.

 

 

View solution in original post

10 REPLIES 10
ManishJain
Solution Sage
Solution Sage

Hi @Anonymous ,

 

Using HTTP REquest with Azure AD connector we can do get / post queries to D365.  IF you have idea of building Odata query with expanded entities do so. if not use xrmtoolbox to help you do that. Just query your required entity and add linked entities in it. From the view option select Odata4.0 option to get that query(this web api contains your org details as well so while you put this in url just remove it)

 

 

Once you get query simply use it like this in screenshot

Capture.JPG

 

Thanks

Anonymous
Not applicable

@ManishJain I do not follow sorry i am new to flow. I have an Opportunity record and I want to get The Account, Contact & Currency from the Opportunity so I can use the lookup values for other actions. I just want a simplier way to get the related lookups.

Hi @Anonymous ,

 

I have taken this query from XrmToolbox 

 

/api/data/v9.1/opportunities?$select=name&$expand=customerid_account($select=name),transactioncurrencyid($select=currencyname)&$filter=name eq 'Opp_NAME' and customerid_account/accountid ne null and transactioncurrencyid/transactioncurrencyid ne null

 

this is what you need to put in the url of request. Please replace Opp_NAME with your opportunity name .

 

Thanks

Anonymous
Not applicable

Which tool did you use in XRMtoolbox?

 

You said "Please replace Opp_NAME with your opportunity name ." but I would what the opportunity to come from the 'When a record is updated' action, therefore what should be in the place on Opp_Name?

 

 

@ManishJain 

Hi @Anonymous ,

 

In that case you should be replacing Opp_Name with Opportunity Name coming from Get Record. Just remove the 'Opp_Name' to '' and place cursor inside single quote and select Opportunity Name from Get Record.

 

Alternatively much better solution is to use : 

 

/api/data/v9.1/opportunities(Opportunity)?$select=name&$expand=customerid_account($select=name),transactioncurrencyid($select=currencyname)&$filter=customerid_account/accountid ne null and transactioncurrencyid/transactioncurrencyid ne null

 

Capture.JPG

 

Thanks

Anonymous
Not applicable

Hi @ManishJain 

 

So I have put in the Invoke an HTTP request action. When trying to create a new record how can I pull the currency & the contact from the 'Invoke an HTTP request' into my 'Create a new record' action?

 

AlvinH_1-1595341596758.png

 

 

Hi @Anonymous ,

 

Here is what you need to do : 

 

first(outputs('Invoke_an_HTTP_request')?['body/value'])?['transactioncurrencyid/name'] for currency
first(outputs('Invoke_an_HTTP_request')?['body/value'])?['customerid_contact/name'] for contact . 
 
My Apologies I did not understand your requirement from beginning. It is straight forward if you want to put currency, contact from Opportunity record . All you need is just click on those fields and in the pop up that comes up with dynamic content and expression just type those fields .
 
For ex. Capture.JPG
 
Sorry for inconvenience.
 
Thanks
Anonymous
Not applicable

Hi @ManishJain let me start again sorry for confusion.

 

i am getting an opportunity and when a condition is met I may creAte a copy of the opportunity pulling details such as as name, estimated close date etc. I also want to use the currency and contact but you cannot just select  the ‘Contact (value)’ and ‘Currency (value)’ in the create new opportunity action I would need to use the Get a record like I did in the original (1st) post. 

 

What i want to know is there an easier way to get an opportunity and it’s related entities (contact, currency etc) and use the values in a create/update action, rather than having multiple get a record actions ?

Hi @Anonymous 

 

From the description, I understand you need help finding a tidier way to implement the get records for a record created without getting for all related entities. I reviewed and I understand the need for a tidier means to have this done, honestly from my experience there isn’t any way I have come across personally.

 

I have previously discussed this with a few internal escalation engineers and it seems the only current means to get the specific details is getting individual records for the created opportunity.

 

If needed, you could provide me with an export copy of your flow to see what I can do to recreate this and have the flow running as intended, that may also be something we can further review, let me know your thoughts on this.

 

 

Hi @Anonymous ,

 

I completely agree with @ACahill . The only thing that you can do is after the trigger is made you can make A get Record call and include all your related entities in Expand Query under advanced options.

 

Thanks

Helpful resources

Announcements

Check out the Copilot Studio Cookbook today!

We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience!    Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up?   Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery   Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen.   Don't miss your moment--start submitting in the Copilot Cookbook Gallery today!     Thank you,  Engagement Team

Tuesday Tip | How to Report Spam in Our Community

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report.   Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone.   Thank you for helping us keep the community clean and useful!

Hear what's next for the Power Up Program

Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram, including a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the link below to sign up today! https://aka.ms/PowerUp  

Tuesday Tip: Unlocking Community Achievements and Earning Badges

TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users.   With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips!     THIS WEEK'S TIP: Unlocking Achievements and Earning BadgesAcross the Communities, you'll see badges on users profile that recognize and reward their engagement and contributions. These badges each signify a different achievement--and all of those achievements are available to any Community member! If you're a seasoned pro or just getting started, you too can earn badges for the great work you do. Check out some details on Community badges below--and find out more in the detailed link at the end of the article!       A Diverse Range of Badges to Collect The badges you can earn in the Community cover a wide array of activities, including: Kudos Received: Acknowledges the number of times a user’s post has been appreciated with a “Kudo.”Kudos Given: Highlights the user’s generosity in recognizing others’ contributions.Topics Created: Tracks the number of discussions initiated by a user.Solutions Provided: Celebrates the instances where a user’s response is marked as the correct solution.Reply: Counts the number of times a user has engaged with community discussions.Blog Contributor: Honors those who contribute valuable content and are invited to write for the community blog.       A Community Evolving Together Badges are not only a great way to recognize outstanding contributions of our amazing Community members--they are also a way to continue fostering a collaborative and supportive environment. As you continue to share your knowledge and assist each other these badges serve as a visual representation of your valuable contributions.   Find out more about badges in these Community Support pages in each Community: All About Community Badges - Power Apps CommunityAll About Community Badges - Power Automate CommunityAll About Community Badges - Copilot Studio CommunityAll About Community Badges - Power Pages Community

Super User of the Month | Chris Piasecki

In our 2nd installment of this new ongoing feature in the Community, we're thrilled to announce that Chris Piasecki is our Super User of the Month for March 2024. If you've been in the Community for a while, we're sure you've seen a comment or marked one of Chris' helpful tips as a solution--he's been a Super User for SEVEN consecutive seasons!   Since authoring his first reply in April 2020 to his most recent achievement organizing the Canadian Power Platform Summit this month, Chris has helped countless Community members with his insights and expertise. In addition to being a Super User, Chris is also a User Group leader, Microsoft MVP, and a featured speaker at the Microsoft Power Platform Conference. His contributions to the new SUIT program, along with his joyous personality and willingness to jump in and help so many members has made Chris a fixture in the Power Platform Community.   When Chris isn't authoring solutions or organizing events, he's actively leading Piasecki Consulting, specializing in solution architecture, integration, DevOps, and more--helping clients discover how to strategize and implement Microsoft's technology platforms. We are grateful for Chris' insightful help in the Community and look forward to even more amazing milestones as he continues to assist so many with his great tips, solutions--always with a smile and a great sense of humor.You can find Chris in the Community and on LinkedIn. Thanks for being such a SUPER user, Chris! 💪 🌠  

Find Out What Makes Super Users So Super

We know many of you visit the Power Platform Communities to ask questions and receive answers. But do you know that many of our best answers and solutions come from Community members who are super active, helping anyone who needs a little help getting unstuck with Business Applications products? We call these dedicated Community members Super Users because they are the real heroes in the Community, willing to jump in whenever they can to help! Maybe you've encountered them yourself and they've solved some of your biggest questions. Have you ever wondered, "Why?"We interviewed several of our Super Users to understand what drives them to help in the Community--and discover the difference it has made in their lives as well! Take a look in our gallery today: What Motivates a Super User? - Power Platform Community (microsoft.com)

Users online (4,422)