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Advocate I
Advocate I

LeadID Dynamics 365

How can I insert data in the leadid from another field in D365 for CRM?

Leadid is not accessible in the form for creation or updation !

 

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support
Community Support

Hi @MNarmeen1,

 

Could you please share a bit more about your scenario?

Could you please show more details about the LeadId that you mentioned? Is it the Record identifier of the Leads Entity within your Dynamics 365?

 

Actually, the Lead Id (Record identifier of the Leads Entity within Dynamics 365) of a Lead record is a GUID string which generated by Dynamics 365, such as, '9e4a8557-4e69-e811-812d-e0071b6717b1'. 

 

When you create a record within Leads Entity, Dynamics 365 would generate a Lead Id for this record automatically. If you want to update a Lead record within Leads Entity using the "Update a record" action in your flow, you should provide the Lead Id of the record that you want to update within the Record identifier field of the "Update a record" action. 

 

Currently, you could use the "List records" action of Dynamics 365 connector to find the specific Lead record within Leads Entity based on some filter conditions. Please check and see if the response I made to the following thread would help in your scenario:

https://powerusers.microsoft.com/t5/Building-Flows/Dynamics-365-Update-a-Record-crearint-new-Record/...

 

 

Best regards,

Kris

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

2 REPLIES 2
Community Support
Community Support

Hi @MNarmeen1,

 

Could you please share a bit more about your scenario?

Could you please show more details about the LeadId that you mentioned? Is it the Record identifier of the Leads Entity within your Dynamics 365?

 

Actually, the Lead Id (Record identifier of the Leads Entity within Dynamics 365) of a Lead record is a GUID string which generated by Dynamics 365, such as, '9e4a8557-4e69-e811-812d-e0071b6717b1'. 

 

When you create a record within Leads Entity, Dynamics 365 would generate a Lead Id for this record automatically. If you want to update a Lead record within Leads Entity using the "Update a record" action in your flow, you should provide the Lead Id of the record that you want to update within the Record identifier field of the "Update a record" action. 

 

Currently, you could use the "List records" action of Dynamics 365 connector to find the specific Lead record within Leads Entity based on some filter conditions. Please check and see if the response I made to the following thread would help in your scenario:

https://powerusers.microsoft.com/t5/Building-Flows/Dynamics-365-Update-a-Record-crearint-new-Record/...

 

 

Best regards,

Kris

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

View solution in original post

Hello, @MNarmeen1!

 

Have you had a chance to apply @v-xida-msft‘s recommendation to adapt your Flow? If yes, and you find that solution to be satisfactory, please go ahead and click “Accept as Solution” so that this thread will be marked for other users to easily identify!

 

 

Thank you for being an active member of the Flow Community!

 

-Gabriel

Flow Community Manager

- Gabriel
Community Manager
Power Automate | Power Virtual Agents
Super User Program Manager
Power Platform Communities

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