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Helper III
Helper III

Simple flow for CDS: How to update owner

I'm working on a simple flow.  I want to change the owner of an account in Dynamics 365 if the product is a given type.  How to I hard-code a change to the owner?

 

Here is what I have thus far:

 
 
3 ACCEPTED SOLUTIONS

Accepted Solutions
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Community Support
Community Support

Re: Simple flow for CDS: How to update owner

Hi @draushaus,

 

These User IDs are store in the User entity, you could use List records action to find John Doe's user ID, then use the ID to update the owner, for example:

Annotation 2020-05-27 153556.jpg

 

item()?['ItemInternalId']

Annotation 2020-05-27 153610.jpg

 

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

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Post Prodigy
Post Prodigy

Re: Simple flow for CDS: How to update owner

Hi @draushaus ,

 

When you open any record in D365 it has following format

 

https://yourcompany.crm.dynamics.com/main.aspx?appid=xxxxxxxx&forceUCI=1&pagetype=entityrecord&etn=e...

 

So when you open the user which you want to hard code just open that particular record and grab the last piece after id=

 

Thanks

View solution in original post

Highlighted
Helper III
Helper III

Re: Simple flow for CDS: How to update owner

I've found that, if Owner is to be updated in a flow, the Owner Type must be updated along with it:

 

see   https://docs.microsoft.com/en-us/power-automate/connection-dynamics365

(there is similar requirement for updating 'customer' and 'regarding' fields).

 

To use the team or user name, use 'list records first', with a filter:

Annotation 2020-05-27 150032.jpg

 

Use the 'Update a Record' step, with owner fields set:

Annotation 2020-05-27 150206.jpg

 

 

 

View solution in original post

7 REPLIES 7
Highlighted
Helper III
Helper III

Re: Simple flow for CDS: How to update owner

Annotation 2020-05-26 104735.jpg

 

Annotation 2020-05-26 104806.jpg

Highlighted
Post Prodigy
Post Prodigy

Re: Simple flow for CDS: How to update owner

Hi @draushaus ,

 

You can use update record action and in owners part use /systemusers(guid) or /teams(guid) if you want to assign it to specific team

 

Thanks

Highlighted
Helper III
Helper III

Re: Simple flow for CDS: How to update owner

I don't quite follow... it's a team owner that I want to use.  So, /teams(guid)… I assume I need the guid for the specific team, but how do I get it?  And are you being specific about entering it as "/teams(12345)" ? 

Highlighted
Community Support
Community Support

Re: Simple flow for CDS: How to update owner

Hi @draushaus,

 

These User IDs are store in the User entity, you could use List records action to find John Doe's user ID, then use the ID to update the owner, for example:

Annotation 2020-05-27 153556.jpg

 

item()?['ItemInternalId']

Annotation 2020-05-27 153610.jpg

 

Best Regards,
Community Support Team _ Lin Tu
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

Highlighted
Post Prodigy
Post Prodigy

Re: Simple flow for CDS: How to update owner

Hi @draushaus ,

 

When you open any record in D365 it has following format

 

https://yourcompany.crm.dynamics.com/main.aspx?appid=xxxxxxxx&forceUCI=1&pagetype=entityrecord&etn=e...

 

So when you open the user which you want to hard code just open that particular record and grab the last piece after id=

 

Thanks

View solution in original post

Highlighted
Helper III
Helper III

Re: Simple flow for CDS: How to update owner

I've found that, if Owner is to be updated in a flow, the Owner Type must be updated along with it:

 

see   https://docs.microsoft.com/en-us/power-automate/connection-dynamics365

(there is similar requirement for updating 'customer' and 'regarding' fields).

 

To use the team or user name, use 'list records first', with a filter:

Annotation 2020-05-27 150032.jpg

 

Use the 'Update a Record' step, with owner fields set:

Annotation 2020-05-27 150206.jpg

 

 

 

View solution in original post

Highlighted
Post Prodigy
Post Prodigy

Re: Simple flow for CDS: How to update owner

Hi @draushaus ,

 

Please mark the solution as accepted if you are good with the response.

 

Thanks

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