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Resolver I
Resolver I

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

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Community Support
Community Support

Re: Update relationship between two Dynamics records using Flow

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
Highlighted
Community Support
Community Support

Re: Update relationship between two Dynamics records using Flow

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

Highlighted
Resolver I
Resolver I

Re: Update relationship between two Dynamics records using Flow

Thanks, I will!

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