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MitchC3
Level: Powered On

Re: Dynamics get Customer name from customerid value

This does not work for me. I added the data source and it still appers to be an error with contactid. I hover over it and get "Name isn't valid. Identifier isn't recognized" I checked in the CRM entity and the primary key field is named contactid. Also doesn't work for Users where the primary key is systemuserid.

TopShelf-MSFT
Level 10

Re: Dynamics get Customer name from customerid value

adding in @EvanChakiMSFT to assist

 

@TopShelf-MSFT

MitchC3
Level: Powered On

Re: Dynamics get Customer name from customerid value

I have since solved this issue, but thank you

TopShelf-MSFT
Level 10

Re: Dynamics get Customer name from customerid value

Hi @MitchC3 I'm glad to hear you solved this issue. Would you mind sharing how you solved it so this could potentially help future users?

 

@TopShelf-MSFT

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MitchC3
Level: Powered On

Re: Dynamics get Customer name from customerid value

Kyol
Level: Power Up

Re: Dynamics get Customer name from customerid value

How to acheive this? Half the information without screenshots isn't very helpful.


@Anonymous wrote:

To display the related contact, do this :

 

1) Add the Contacts entity as a new datasource

IselinRL
Level: Power Up

Re: Dynamics get Customer name from customerid value

On the Case entity (where you don't have fields for parentaccountid and parentcontactid as for e.g. the Opportunity entity), you can display the Customer attribute by the following:

If(ThisItem.'Customer Type' = "accounts", LookUp(Accounts, accountid = GUID(ThisItem.Customer), 'Account Name'), LookUp(Contacts, contactid = GUID(ThisItem.Customer), 'Full Name'))

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