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kbpartha24
Level: Powered On

Move data from Custom Entity to Account Entity

I have a Powerapp application which writes data to a custom Entity. I want to move the data from Custom Entity to Account Entity. When there is a user action in my power app Application the data need to be moved to Account Entity.

How can I do that do I need to write a Flow or there is some other method.

Can any one share a sample

 

Thanks in Advance

Partha

6 REPLIES 6
MartinK1704
Level: Powered On

Re: Move data from Custom Entity to Account Entity

Hi Partha, 
Yes, I thing ist ist the best Way to do this with a Flow with a trigger on update the custom Entity. 
Or if you need more functionality with a logic app. 
If you can do the transfer nightly ( or other intervall) you can use Dataintegration. 

Best regards 
Martin 

Re: Move data from Custom Entity to Account Entity

You could also create a workflow within Dynamics 365 to do this. In most cases you could either use Flow or a workflow, and it's as much a matter of personal preference which you use

Community Support Team
Community Support Team

Re: Move data from Custom Entity to Account Entity

Hi @kbpartha24 ,

Could you please share a bit more about your scenario?

Do you want to add the corresponding entry into your Account Entity when the end user writes a new data into your custom Entity using your app?

 

Based on the needs that you mentioned, I think Microsoft Flow may be a easy way to achieve your needs. I have made a test on my side, please take a try with the following workaround:1.JPG

Within the "Create a new record" action, you could specify values from the trigger (using output dynamic content of the "When a record is added" trigger) for these fields in the Account Entity, and then save your flow.

When a new entry is added into your custom Entity, above flow would be fired, and then add related column values into your Account Entity.

 

Best regards,

Community Support Team _ Kris Dai
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.
kbpartha24
Level: Powered On

Re: Move data from Custom Entity to Account Entity

Hi Kris

 

I was abled to move data from Custom Entity to Accounts. But I have attachments in my custom entity. How do I move them along with the data

 

Thanks for your help

 

Partha

MartinK1704
Level: Powered On

Re: Move data from Custom Entity to Account Entity

Hi Partha, 
did you solve your Problem? 

best regards 
Martin 

Highlighted
kbpartha24
Level: Powered On

Re: Move data from Custom Entity to Account Entity

Hi Martin

 

I am not able to solve that problem. If you have any solution please let me know

 

With Regards

Partha

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