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Helper I
Helper I

How to map lookup field in update record action in flows.

Hello,

Iam creating and updating records by reading data through excel. For example contact record is created by reading excel data same way need to update newly created contact with account name if it is available in CRM. Using flows iam able to create records but while updating contact record with company name field it is failing due to company name field is lookup field and mapped field is account id which is not type of lookup.pls suggest how map for lookup feild in update record action after getting rows from crm.
8 REPLIES 8
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Dual Super User III
Dual Super User III

Re: How to map lookup field in update record action in flows.

HI @dkrish2020 

 

 In CRM the lookup always points to the ID of the related record and to get the name of that record or mark it with the name of the field, you have to get the related record first and then map it accordingly. 

 

Please see the solved thread below and see if you can resolve the issue. Please post if you continue to face issues in this. 

 

https://powerusers.microsoft.com/t5/Building-Flows/Sales-Rep-from-Dynamics-to-HTML-Table/m-p/291418#...

 

Hope this Helps!

 

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

Highlighted
Helper I
Helper I

Re: How to map lookup field in update record action in flows.

@yashag2255

 

 in update record action i have mapped company name with account name but still gettingg error as "resource not found". can you suggest what is the problem here.

 

Highlighted
Helper I
Helper I

Re: How to map lookup field in update record action in flows.

Please suggest how to map Company name lookup field in update record action of contact .

 

 

Capture.PNG

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Dual Super User III
Dual Super User III

Re: How to map lookup field in update record action in flows.

Hey @dkrish2020 

 

Can you please post a screenshot of the flow so that we can have a better understanding of the issue and assist you better that way?

Highlighted
Helper I
Helper I

Re: How to map lookup field in update record action in flows.

My Flow scenario : i am uploading contacts from excel and it contains contact fields and account name . During import of contacts and while creating contacts if the specified account name already exists in CRM link that account to contact or else create account and then update contact with newly created account.

 

Please see below flow screem shots 

Capture1.PNG

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Capture2.PNG

Highlighted
Helper I
Helper I

Re: How to map lookup field in update record action in flows.

@yashag2255 please review above screenshots and let me know.

Highlighted
New Member

Re: How to map lookup field in update record action in flows.

Hi

 

Is this issue resolved? Is it anyway possible to achieve this?

If the issue is solved, it will be great if the solution is shared.

 

Thanks!

Highlighted
Regular Visitor

Re: How to map lookup field in update record action in flows.

Map the unique identifier GUID value in the [fieldname]_value in the create/update action step.

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