cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
jasmine2020
Microsoft
Microsoft

How do I find the record ID or GUID for a lookup field within CRM?

**Background:**

I have been working on this the past day and will appreciate any insight. I am creating a Logic App that automates the transfer of data from CosmosDB to CRM. My dilemma is that in creating my logic app, the fields are a 'lookup' field. I am unsure of where to find the GUIDs for these lookup fields.

This is what I have done so far:

 

jasmine2020_0-1596578027754.png

 

jasmine2020_2-1596578053320.png

 

 

 

 

 


**Dilemma:**

I am trying to find the record ID or GUID for the 'Feature Category' lookup field. How exactly do I do this? I researched where someone mentions to search within CosmosDB,how would I do this?

 

There are other articles that state you have to List Records' within the Logic App? However, I am not fully understanding this.

 

 

Any insight is greatly appreciated.

 

2 ACCEPTED SOLUTIONS

Accepted Solutions
abm
Super User
Super User

Hi @jasmine2020 

 

CRM lookup id (GUID) will be different.  Believe you have a Feature Category entity in CRM. What you need to do is filter the Feature category (text value) from Cosmos DB. See below.

 

image.png

 

This will return the GUID of the related record in CRM. Once you found the GUID map this value in your CRM action step.

 

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

Hi @jasmine2020 

 

That means the text is not stored under the field called 'name'. Open any feature category record in CRM. Click form customization and check the field schema name. Use that schema name. If not try ems_name. That might work. It's a pure guess.



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

14 REPLIES 14
abm
Super User
Super User

Hi @jasmine2020 

 

CRM lookup id (GUID) will be different.  Believe you have a Feature Category entity in CRM. What you need to do is filter the Feature category (text value) from Cosmos DB. See below.

 

image.png

 

This will return the GUID of the related record in CRM. Once you found the GUID map this value in your CRM action step.

 

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

Thank you @abm 

 

Ok I think I understand, so is the text located within my JSON parse? For example:

 

 

jasmine2020_0-1596586282588.png

 

Since I am wanting the Feature Category lookup, I would need to do this? 

I just want to make sure this is correct

 

jasmine2020_1-1596586626741.png

 

 

And then I would need to examine the output of this to find the record GUID?

 

Is there a way to query for all of the text names? How would I find each text  name within this entity (I only know about the ASME Azure because I ran this particular logic app)

 

Thank you!

 

Hi @jasmine2020 

 

Yes that's correct. Map the Parse JSON related property (Feature Category) to your filter query. Then examine the output and get the GUID. Not sure what you meant by all text names?

 

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 Thank you.

 

 

Because the GUID that will be produced is just the GUID for that particular text right? "ASME: Azure Stack", but I have a large dataset. How would I get all of the text names? Maybe I am just seeing one text name.

 

 

Hi @jasmine2020 

 

Are you asking how would you get all the text names from your Cosmos DB?

 

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

Also, @abm ,

 

I just ran this and got an error that says:

 

jasmine2020_0-1596587920043.png

jasmine2020_2-1596587952791.png

Is there another keyword that I should use?

Hi @jasmine2020 

 

That means the text is not stored under the field called 'name'. Open any feature category record in CRM. Click form customization and check the field schema name. Use that schema name. If not try ems_name. That might work. It's a pure guess.



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

Ok I will try. Thank you @abm 

 

 

Customization within this:

jasmine2020_0-1596588310154.png

 

@abm 

 

Am I looking within the record in this location? (customization?)

jasmine2020_0-1596588488373.png

 

Hi @jasmine2020 

 

Not that form. What you need to do is place the cursor inside the Feature category lookup. Browse and click new. Your other option is click the Advanced Find option and select Feature Category and download the FetchXML. Open the file and find the name.

 

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 ok thank you. I am working in a sandbox environment. Will this affect if I can search the title or not?

I do not see 'new' or advanced search when I look within the feature cat field..

 

jasmine2020_0-1596589359611.png

 

Thank you! @abm  ems_name worked but the output is blank, what does this mean?

 

jasmine2020_0-1596589704071.png

 

Hello @abm 

 

I ran a query against my text fields and I have over 3000. To find the GUID for the feature category, would I have to repeat this process 3000 times? or once I find the GUID for ANY text, I am good?

 

 

Thank you

Hi @jasmine2020 

 

Believe they are unique. If not unique you need to make a decision which one you need to use.

 

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

Power Platform Connections - Episode 6 | March 23, 2023

Episode Six of Power Platform Connections sees David Warner and Hugo Bernier talk to talk to Business Applications MVP Shane Young, alongside the latest news, product updates, and community blogs.    Use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show!        Show schedule in this episode:  0:00 Cold Open 00:24 Show Intro 01:02 Shane Young Interview 22:00 Blogs & Articles 22:20 Integrate FullCalendar.io with Power Pages 23:50 Text Data 25:15 Zero to Hero Power Apps Saga 25:44 Parent Hub Association 26:33 Using Custom Values for OneNote Power Automate References​ 28:04 ​Dynamics Power Israel 28:44 Create Beautiful Canvas Apps in Dataverse for Teams ​ 30:36 Outro & Bloopers  Check out the blogs and articles featured in this week’s episode:   https://francomusso.com/integrate-fullcalendar-io-with-power-pages-from-json-basics-to-advanced-outp... @crmbizcoach https://yerawizardcat.com/text/ @YerAWizardCat www.fromzerotoheroes.com/mentorship ​ @thevictordantas https://www.expiscornovus.com/2023/03/16/parent-hub-association/ ​ @Expiscornovus https://lindsaytshelton.com/2023/03/15/the-painful-process-of-custom-values-for-onenote-power-automa... @lshelton_Tech https://never-stop-learning.de/create-beautiful-canvas-apps-in-dataverse-for-teams/ @MMe2K    Action requested: Feel free to provide feedback on how we can make our community more inclusive and diverse.  This episode premiered live on our YouTube at 12pm PST on Thursday 23rd March 2023.  Video series available at Power Platform Community YouTube channel.    Upcoming events:  Business Applications Launch – April 4th – Free and Virtual! M365 Conference - May 1-5th - Las Vegas Power Apps Developers Summit – May 19-20th - London 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.   

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        AaronKnox        Matren        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       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. 

Microsoft Power Platform | March 2023 Newsletter

Welcome to our March 2023 Newsletter, where we'll be highlighting the great work of our members within our Biz Apps communities, alongside the latest news, video releases, and upcoming events. If you're new to the community, be sure to subscribe to the News & Announcements and stay up to date with the latest news from our ever-growing membership network who find real "Power in the Community".        LATEST NEWS Power Platform Connections Check out Episode Five of Power Platform Connections, as David Warner II and Hugo Bernier chat with #PowerAutomate Vice President, Stephen Siciliano, alongside reviewing out the great work of Vesa Juvonen, Waldek Mastykarz, Maximilian Müller, Kristine Kolodziejski, Danish Naglekar, Cat Schneider, Victor Dantas, and many more.       Use the hashtag #PowerPlatformConnects on social media for a chance to have your work featured on the show!   Did you miss an episode?  Catch up now in the Community Connections Galleries Power Apps, Power Automate, Power Virtual Agents, Power Pages     Power Platform leading a new era of AI-generated low-code development.   **HOT OFF THE PRESS** Fantastic piece here by Charles Lamanna on how we're reinventing software development with Copilot in Power Platform to help you can build apps, flows, and bots with just a simple description! Click here to see the Product Blog         Copilot for Power Apps - Power CAT Live To follow on from Charles' blog, check out #PowerCATLive as Phil Topness gives Clay Wesener Wesner a tour of the capabilities of Copilot in Power Apps.           UPCOMING EVENTS   Modern Workplace Conference Check out the Power Platform and Microsoft 365 Modern Workplace Conference that returns face-to-face at the Espace St Martin in Paris on 27-28th March. The #MWCP23 will feature a wide range of expert speakers, including Nadia Yahiaoui, Amanda Sterner, Pierre-Henri, Chirag Patel, Chris Hoard, Edyta Gorzoń, Erika Beaumier, Estelle Auberix, Femke Cornelissen, Frank POIREAU, Gaëlle Moreau, Gilles Pommier, Ilya Fainberg, Julie Ecolivet, Mai-Lynn Lien, Marijn Somers, Merethe Stave, Nikki Chapple, Patrick Guimonet, Penda Sow, Pieter Op De Beéck, Rémi Riche, Robin Doudoux, Stéphanie Delcroix, Yves Habersaat and many more.  Click here to find out more and register today!     Business Applications Launch 2023 Join us on Tuesday 4th April 2023 for an in-depth look into the latest updates across Microsoft Power Platform and Microsoft Dynamics 365 that are helping businesses overcome their biggest challenges today. Find out about new features, capabilities, and best practices for connecting data to deliver exceptional customer experiences, collaborating and creating using AI-powered capabilities, driving productivity with automation, and building future growth with today’s leading technology. Click Here to Register Today!       Power Platform Conference 2023 We are so excited to see you for the Microsoft Power Platform Conference in Las Vegas October 3-5th, 2023! But first, let's take a look below at some fun moments from MPPC 2022 in Orlando Florida. 2023 sees guest speakers such as Charles Lamanna, Heather Cook, Julie Strauss, Nirav Shah, Ryan Cunningham, Sangya Singh, and many more taking part, so why not click the link below to register for the #PowerPlatformConf today! Vegas, baby! Click Here to Register 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  |  @iAm_ManCat  Community Users: @LaurensM | @Rusk | @RJM07    Power Automate:   Super Users: @abm  | @Expiscornovus | @RobElliott  Community Users:  @grantjenkins | @Chriddle    Power Virtual Agents:   Super Users: @Expiscornovus | @Pstork1  Community Users: @MisterBates | @Jupyter123 | Kunal K   Power Pages: Super Users:  @OliverRodriguesOliverRodrigues | @Mira_Ghaly  Community Users: @FubarFubar | @ianwukianwuk  LATEST PRODUCT 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 

Register now for the Business Applications Launch Event | Tuesday, April 4, 2023

Join us for an in-depth look into the latest updates across Microsoft Dynamics 365 and Microsoft Power Platform that are helping businesses overcome their biggest challenges today.   Find out about new features, capabilities, and best practices for connecting data to deliver exceptional customer experiences, collaborating, and creating using AI-powered capabilities, driving productivity with automation—and building towards future growth with today’s leading technology.   Microsoft leaders and experts will guide you through the full 2023 release wave 1 and how these advancements will help you: Expand visibility, reduce time, and enhance creativity in your departments and teams with unified, AI-powered capabilities.Empower your employees to focus on revenue-generating tasks while automating repetitive tasks.Connect people, data, and processes across your organization with modern collaboration tools.Innovate without limits using the latest in low-code development, including new GPT-powered capabilities.    Click Here to Register Today!    

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/   

Top Solution Authors
Users online (1,456)