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Super User
Super User

Create a HTML table from Dynamics 365/ CDS data (accessing data from related fields too)

Hi, 

 

In this post we will build a flow to create a HTML table from Opportunity entity. One of the requirements is to get the Account Name in a column. 

The account field is a lookup and references to the GUID when referred to fromthe opportunity entity. We will see how we can access the account field label (accountid). 

Steps: 

1. Select the trigger of your choice. 

2. Select the action "List records from Dynamics 365" -> Select the organization and select the Opportunitites entity. -> write any custom queries as you want

3. Initialise an array variable with null value

4. Select an apply to each condition and select the "value: list of records" from the dynamics content as an input to the loop

5. Within the loop, add the Get Records from Dynamics 365 action -> Select the organization -> Select the "Account Entity" -> Select the "Account" field from the dynamic content list of "List of records" option.  // this step can be replicated for any related entity, ensure using the appropriate record identifier to access the record. 

6. Within the loop, add the Append to Variable Array action -> Select the arra you initialised -> in the values part type the json and select appropriate values (refer to the screenshot)

{
"Account Name": (select the Account Name option from the Get Records list in the dynamic content selector), 

"Opportunity Topic" : (select the Topic option from the List Records list in the dynamic content selector)

(repeat the same steps as above for all the desired fields)

}

7. Now add a new step out of the loop and select the create a HTML table option -> select the array in the from option of the create HTML table ation. 

 

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