In trying to add a record to the Case table associated with D365 CRM using a Forms form, I have successfully grabbed the "Contact" ("Contact" is the "Display name", "contactid" is the "Name") value based on the Responders email address.
Using this GUID, I would like to add this whole record to the Customer field in Case.
My related research regarding the User table (thank you @GarryPope !) suggests that this, or something, like this, should work:
Removing the leading slash, produces this error:
Any help is greatly appreciated.
NOTE:
THre is one irregularity that I assume is Microsoft SOP, but could be mistaken. The table in the Dataverse is called "Case" and there is no table called "Cases." When I look for "Case" in the "Create a row" block, there is not "Case" but there is "Cases." I am working on the assumption that these are the same. Though nonsensical, this is the only way this makes any sense to me.
Seriously, your help is VERY appreciated.
Solved! Go to Solution.
Hello @BenDonahue,
Hope you're well.
Cases rather than Case is correct. If you look at all the tables in the list, they are always plural rather than singular.
For your Customer (Contacts) field, on the Create a new row action, you want to use contacts not contactid.
The column you want to get is contactid. In the Dynamic content pane it will be called Contact. See below.
So in Customer (Contacts) type contacts(ADD_THE_GUID_COLUMN_FOR_THE_CONTACT_HERE)
I tested this and it works. It created a Case and associated the Case with my Contact.
Hope this makes sense?
Garry
Hello @BenDonahue,
Hope you're well.
Cases rather than Case is correct. If you look at all the tables in the list, they are always plural rather than singular.
For your Customer (Contacts) field, on the Create a new row action, you want to use contacts not contactid.
The column you want to get is contactid. In the Dynamic content pane it will be called Contact. See below.
So in Customer (Contacts) type contacts(ADD_THE_GUID_COLUMN_FOR_THE_CONTACT_HERE)
I tested this and it works. It created a Case and associated the Case with my Contact.
Hope this makes sense?
Garry