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Henry
Frequent Visitor

When a new CRM record is created, create a new item in SharePoint but how to update record in CRM?

I have deployed a Flow to create a new item on a SharePoint list when a CRM record of Project enotity is created. I need the ID of the SharePoint list item in the CRM record to be able to later update the SharePoint item with another flow if and when the project is associated with a Customer.

 

Whether I use a single flow or create another one to update the CRM Online record, I need a record Identifier. It's a required field. Is there a way to, whithin one Flow, somehow update the initial record without an identifier, or how to get the identifier right? I tried to use the entity Project but it seems to return the name of the project record.

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Accepted Solutions

Thank you for your reply. It seems Get CRM Record is the answer to my problem. Just to elaborate, for anyone concerned, I need to create a SharePoint list item of Customer type when a customer record is created, and a list item of Project type when a CRM custom Project entity is associated with one or several customers in two categories. I'm thinking of using CRM workflows and a CRM custom entity SharePointWorkspaceRequest to do this.

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2 REPLIES 2
v-yamao-msft
Community Support
Community Support

Hi Henry,

 

Which record did you want to update? Was it the Projects record or the Customer record?
When you created the Projects record, did you create a related Customer?
About hot to get Item Identifier, please refer to this template. In this template, Item Identifier is being used in “Get a record” action. The link of the template is:
https://flow.microsoft.com/en-us/galleries/public/templates/b948627dd67140249e8d487726cfbc0e/when-an...


Best regards,
Mabel Mao

 

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.

Thank you for your reply. It seems Get CRM Record is the answer to my problem. Just to elaborate, for anyone concerned, I need to create a SharePoint list item of Customer type when a customer record is created, and a list item of Project type when a CRM custom Project entity is associated with one or several customers in two categories. I'm thinking of using CRM workflows and a CRM custom entity SharePointWorkspaceRequest to do this.

View solution in original post

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