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Regular Visitor

check type of dynamics 365 entity

Dear all, 

 

in the quote entity, potential customer can be both account or contact? i want to create a flow and use the Get Record action to get all the information related to that potential customer (account or contact), is it possible to identify the type of that field so i can use the Get Record action with the correct item identifier? for example if potential customer is an account my action would be something like this:

 

Capture.PNG

 

and if its contact then entity name will be contacts and item identifier will still be customer.

 

the reason is i want to avoid failed runs of my flow. if there is another solutions to this issue, it would be great.

 

 

thanks,

1 ACCEPTED SOLUTION

Accepted Solutions
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Super User III
Super User III

Re: check type of dynamics 365 entity

Hi @khedir 

 

You can determine this via Potential Customer Type.  This will return either accounts or contacts. Generally for the composite lookups there is always a type value returns to determine where it originated from.  Please see below.

 

image.png

 

My Test Result

 

image.png



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4 REPLIES 4
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Super User II
Super User II

Re: check type of dynamics 365 entity

@khedir 

Hi there. So, if you have CDS grab the quote first...you can use a condition that looks at the "Potential Customer Type" and then choose a different path (or "Get Record") for each.  I don't have any quotes in my instance, so I don't know what the possible data might look like, but that should get you going on a path.  You could do a quick "List records" to see what information comes in that field from other quotes.

 

Keep us posted.

-Ed

 

If you liked this reply, please give it a thumbs up! If this reply has answered your question or resolved your challenge, please consider marking it as a Solution. This helps other users find it more easily via search.

Highlighted
Super User III
Super User III

Re: check type of dynamics 365 entity

Hi @khedir 

 

You can determine this via Potential Customer Type.  This will return either accounts or contacts. Generally for the composite lookups there is always a type value returns to determine where it originated from.  Please see below.

 

image.png

 

My Test Result

 

image.png



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog

View solution in original post

Highlighted
Super User III
Super User III

Re: check type of dynamics 365 entity

Hi @khedir 

 

Do you need any further help in this?

 

If your problem has solved, please go ahead and mark the post as solved by clicking “Accept as Solution” so that this thread will be marked for other users to easily identify!

 

Thanks



Did I answer your question? Mark my post as a solution!

If you liked my response, please consider giving it a thumbs up


Proud to be a Flownaut!

Learn more from my blog
Highlighted
Regular Visitor

Re: check type of dynamics 365 entity

hi @abm 

 

thank you so much, this is great!

 

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