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Regular Visitor

How to lookup D365 account name

Hi,

 

In the D365 Opportunities entity we have a custom field named Potential Customer, which is a lookup field for Accounts entity.

I need to create a flow that retrieves the name of Potential Customer : for now it returns the GUID but I'm stuck on how to lookup the name of this GUID in the Accounts entity.

 

Any idea how to accomplish a lookup in Flow and return the name field ?

 

Thanks

Joeri

 

4 REPLIES 4
Highlighted
Frequent Visitor

Re: How to lookup D365 account name

What is (or would be) the trigger for the flow?

 

I have a flow that my company uses for support cases that gets the customer (account) name when a case is updated. I’m more than happy to share the steps, but would like to know if it’s pertinent to your scenario, as different triggers invoke different options in the subsequent actions. 

Highlighted
Regular Visitor

Re: How to lookup D365 account name

The flow is triggered when a new Opportunity record is created in D365.

The trigger works but it's a matter of getting the Account lookup.

It looks like your flow is persistent to my case.  Thanks for sharing the steps.

 

Joeri

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Solution Specialist
Solution Specialist

Re: How to lookup D365 account name

Hi @micjo01 ,

 

Get Record now supports formatted values. Once flow is invoked based on your trigger do Get Record based on your opportunity and all the lookup values will be shown 

 

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

 

Thanks

Highlighted
Microsoft
Microsoft

Re: How to lookup D365 account name

Hi @micjo01 how are you?

 

To retrieve the name of the account or contact at the customerid attribute you need to use the list records action and the expand query feature. 

 

Add the expand query: parentaccountid($select=name),parentcontactid($select=fullname)

 

Using that both attributes will be available to select, my sample below:

 

2020-07-23-001.jpg

 Please let me know if this helped on your question, if so, mark the thread as answered.

Regards,

Rodrigo Hentz
Microsoft Support Engineer

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