cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Advocate III
Advocate III

Update relationship between two Dynamics records using Flow

How can I create/update the relationship between two records using Flow?

 

I am trying to build a Flow centered around three custom Dynamics 365 entities to model a non-traditional CRM (which is why I am not using the default CRM entities). 

 

I have three entities set up: Inquiry (to represent question that get asked about my company), Person (to represent the people asking questions), and Prospect (to represent questions that will get answered through a specific process - other questions don't matter the same way). There is an N:1 relationship between Inquiry and Person - one Person could have submitted many Inquiries.


What I'm trying to do:

  1. A request comes in through a web form we own, and an Inquiry is created via API
  2. Check to see if we already have a Person 
    1. If no, create a new one
  3. Create relationship between Inquiry and Person
  4. Some other stuff happens and eventually I'll do a similar thing to Prospect

 

I know I can create a relationship using a Business Process Flow - but I want to do some things in this workflow that will require going outside of Dynamics 365 (updating a database, writing to a file in Sharepoint, connecting to other APIs), and as far as I'm aware the Business Process Flow doesn't let you do that. The "Update a Record" action does have a field for the relationship I created between the entities, but I can't find any documentation on how the relationship is represented and how I can append to it/create a new one.

1 ACCEPTED SOLUTION

Accepted Solutions
Community Support
Community Support

Hi @dpana,

 

Do you want to create a relationship between two entities using flow?

I am afraid that it is not possible to create relationship between two entities using flow currently. please submit a request on Flow Ideas Forum about this idea:

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

Best regards,

Mabel

Community Support Team _ Mabel Mao
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 @dpana,

 

Do you want to create a relationship between two entities using flow?

I am afraid that it is not possible to create relationship between two entities using flow currently. please submit a request on Flow Ideas Forum about this idea:

https://powerusers.microsoft.com/t5/Flow-Ideas/idb-p/FlowIdeas

 

Best regards,

Mabel

Community Support Team _ Mabel Mao
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

Thanks, I will!

Helpful resources

Announcements
Microsoft Ignite

Microsoft Ignite

Join digitally, March 2–4, 2021 to explore new tech that's ready to implement. Experience the keynote in mixed reality through AltspaceVR!

New Super Users

Meet the Power Automate Super Users!

Many congratulations to the Season 1 2021 Flownaut Crew!

Microsoft Ignite

Microsoft Power Platform: 2021 Release Wave 1 Plan

Power Platform release plan for the 2021 release wave 1 describes all new features releasing from April through September 2021.

MPA Community Blog

Power Automate Community Blog

Check out the community blog page where you can find valuable learning material from community and product team members!

Users online (25,073)