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BenDonahue
Skilled Sharer
Skilled Sharer

Given contactid, how to add a Customer data type to Customer(Contacts) using CDS Create a new row

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.

Snag_b32db0a.png

 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:

Snag_aff4f0e.png

 

Removing the leading slash, produces this error:

Snag_afedc3f.png

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.
Snag_b062ee1.png                  Snag_b064037.png

 

Seriously, your help is VERY appreciated.

1 ACCEPTED SOLUTION

Accepted Solutions
GarryPope
Impactful Individual
Impactful Individual

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.

 

Customer Contact.png

 

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.

 

Test case.png

 

Hope this makes sense?

Garry

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2 REPLIES 2
jinivthakkar
Dual Super User
Dual Super User

@JonLeitner any thoughts ?

GarryPope
Impactful Individual
Impactful Individual

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.

 

Customer Contact.png

 

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.

 

Test case.png

 

Hope this makes sense?

Garry

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