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jasmine2020
Employee
Employee

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



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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.



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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



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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



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@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



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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.



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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



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@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



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