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Helper II
Helper II

dynamics 365 get data from Related records

Hello,

 

I would like to perform a simple action of selecting a account and sending email but I also need to get data from the main contact for this account and get the fields from the main contact and use them in the email :

 

Not sure how to use the filter right

 

ביאור 2020-04-20 220225.png

 
 
1 REPLY 1
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Community Support
Community Support

Re: dynamics 365 get data from Related records

 

Hi @alexyoy111 ,

 

Are there any relationships between Accounts entity and Contacts?

Please provide more details about it.

Besides, you need to switch the Environment to Default when configuring Get record action.

 

Best Regards,

Community Support Team _ Barry
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