cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
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
Most Valuable Professional
Most Valuable Professional

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

abm
Most Valuable Professional
Most Valuable Professional

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
Most Valuable Professional
Most Valuable Professional

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!

 

abm
Most Valuable Professional
Most Valuable Professional

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.

 

 

abm
Most Valuable Professional
Most Valuable Professional

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?

abm
Most Valuable Professional
Most Valuable Professional

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

 

abm
Most Valuable Professional
Most Valuable Professional

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

abm
Most Valuable Professional
Most Valuable Professional

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

Celebrating the May Super User of the Month: Laurens Martens

  @LaurensM  is an exceptional contributor to the Power Platform Community. Super Users like Laurens inspire others through their example, encouragement, and active participation. We are excited to celebrated Laurens as our Super User of the Month for May 2024.   Consistent Engagement:  He consistently engages with the community by answering forum questions, sharing insights, and providing solutions. Laurens dedication helps other users find answers and overcome challenges.   Community Expertise: As a Super User, Laurens plays a crucial role in maintaining a knowledge sharing environment. Always ensuring a positive experience for everyone.   Leadership: He shares valuable insights on community growth, engagement, and future trends. Their contributions help shape the Power Platform Community.   Congratulations, Laurens Martens, for your outstanding work! Keep inspiring others and making a difference in the community!   Keep up the fantastic work!        

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

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community.  We can't wait to see what you "cook" up!    

Welcome to the Power Automate Community

You are now a part of a fast-growing vibrant group of peers and industry experts who are here to network, share knowledge, and even have a little fun.   Now that you are a member, you can enjoy the following resources:   Welcome to the Community   News & Announcements: The is your place to get all the latest news around community events and announcements. This is where we share with the community what is going on and how to participate.  Be sure to subscribe to this board and not miss an announcement.   Get Help with Power Automate Forums: If you're looking for support with any part of Power Automate, our forums are the place to go. From General Power Automate forums to Using Connectors, Building Flows and Using Flows.  You will find thousands of technical professionals, and Super Users with years of experience who are ready and eager to answer your questions. You now have the ability to post, reply and give "kudos" on the Power Automate community forums. Make sure you conduct a quick search before creating a new post because your question may have already been asked and answered. Galleries: The galleries are full of content and can assist you with information on creating a flow in our Webinars and Video Gallery, and the ability to share the flows you have created in the Power Automate Cookbook.  Stay connected with the Community Connections & How-To Videos from the Microsoft Community Team. Check out the awesome content being shared there today.   Power Automate Community Blog: Over the years, more than 700 Power Automate Community Blog articles have been written and published by our thriving community. Our community members have learned some excellent tips and have keen insights on the future of process automation. In the Power Automate Community Blog, you can read the latest Power Automate-related posts from our community blog authors around the world. Let us know if you'd like to become an author and contribute your own writing — everything Power Automate-related is welcome.   Community Support: Check out and learn more about Using the Community for tips & tricks. Let us know in the Community Feedback  board if you have any questions or comments about your community experience. Again, we are so excited to welcome you to the Microsoft Power Automate community family. Whether you are brand new to the world of process automation or you are a seasoned Power Automate veteran - our goal is to shape the community to be your 'go to' for support, networking, education, inspiration and encouragement as we enjoy this adventure together.     Power Automate Community Team

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 | 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!

Users online (3,749)