cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Anonymous
Not applicable

How to Map contact record of contact Entities with different Entities which have relationship established

Hi Experts,

I am new to the power portal.

I have one requirement where in my CDS there is an existing Entities present called "Employee_Detail", which have NameID, Name, Emp_ID, Email_ID, DOB, Department, City etc. here NameID is a Primary Key ( i.e Concat(Emp_ID, Name) ).

But currently there are no records of contact created/present in Contact Entities.

We will be asking the client to create the contacts of every person (which are present in "Employee_Detail" Entities) by going to the registration page or manually. (Please suggest any other automatic way)

My first requirement is, how to map the Contact Entities to Employee_Detail Entities records. As I mentioned there are no contacts created/present now.

I have created a lookup field for Contact Entities in "Employee_Detail" Entities and also created a relationship by going to the relationship tab in "Employee_Detail" Entities.

How to map the "Employee_Detail" records to Contact Entities automatically? Any option by which when creating Contact manually or automatically to map it to "Employee_Detail" records?

 

Please suggest any solution to this.

 

Thanks,

Amit

1 ACCEPTED SOLUTION

Accepted Solutions

Hi @Anonymous ,

Yes, you can. I think the "Edit data in Excel" functionality could achieve your needs.

 

You could go to the Contacts Entity and Employee Details Entity in your CDS, then click "Edit data in Excel" button, then it would export your CDS Entity into a Excel table.

8.JPG

 

Opening the exported Excel file, then you could use the "Microsoft PowerApps Office Add-In" plugin to publish the data (including adding, removing, modifying, ....) from Excel file to your CDS Entity.

Please check the following article:

https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/data-platform-excel-addin

 

But if you want to bind the contact in your exported Employee Details Excel table, you still need to manually add the contact record in your exported Contact Excel table firstly, then publish the new contact record back to your CDS Entity. After that, you could click "Refresh" button though the "Microsoft PowerApps Office Add-In" plugin in your Employee Details Excel file, and select the LookUp field, then you could see these contact record you could reference there.

 

If above solution is helpful in your scenario, please go ahead to click "Accept as Solution" to identify my reply as helpful.

 

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.

View solution in original post

10 REPLIES 10
OliverRodrigues
Most Valuable Professional
Most Valuable Professional

I am a bit confused

 

when you say link them automatically.. what do you mean?

 

do you mean once creating the "employee" you automatically create a contact? if that's your requirement a real-time workflow in your model-driven app should sort the problem:

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-proce...


------------

If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

 




If you like this post, give a Thumbs up. Where it solved your request, Mark it as a Solution to enable other users find it.

Power Pages Super User | MVP


Oliver Rodrigues


 

Anonymous
Not applicable

Hi @OliverRodrigues 

 

Apology for not being clear.

Basically Contact Entities is not having any records now. and we are using local authentication.

The client has already few entities available in the CDS. So, for example "Employee_Detail" is one of those entities. which have records present for all employees.

Now, as in Contact Entities, there are no records present.. Now, the client asked us, how we can link/map/related Contact records (when they create all the contacts of the employee) to "Employee_Detail" entities. because they want to see the records specific to the logged-in users.

Please let me know if it's clear your doubt.

@OOlashyn  If you have any solution please let me know.

Thanks,

v-xida-msft
Community Support
Community Support

Hi @Anonymous ,

Could you please share a bit more about "map the "Employee_Detail" records to Contact Entities automatically"? What do you mean?

Do you want to create corresponding Contact record for each record in your "Employee_Detail" Entity?

 

If you want to create corresponding Contact record for each record in your "Employee_Detail" Entity, I think PowerApps canvas app could achieve your needs. You could consider create a Blank app, then add your "Employee_Detail" Entity and Contacts Entity as data source in this app. Within this app screen, add a Button called "Sync", set the OnSelect property to following:

ForAll(
       Employee_Detail,
       Patch(
             Contacts,
             Defaults(Contacts),
             {
               'First Name': First(Split(Name, ' ')).Result, 
               'Last Name': Last(Split(Name, ' ')).Result,
               Email: Email_ID
             }
       )
)

Note: The Name and Email_ID columns are both from your "Employee_Detail" Entity. And within the Name column, it store the name like "Priya Santra", "Smith Liu", ..... Within the Email_ID, it store the email address of the employee.

When you press above "Sync" button, the ForAll formula would be executed, and create one contact for each employee in your Contacts Entity (sync all ).

ForAll function, Patch function

If you want to bind the Contact record with the "Employee_Detail" record through the One-to-Many relationship, please check the following article:

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/functions/function-relate-unrelate

 

In addition, if you want to create a corresponding Contact in your Contacts Entity when a new employee is added in your "Employee_Detail", I think Power Automate flow could achieve your needs. Please consider configure your flow as below:

6.JPG

 

Please consider take a try with above solution, check if the issue is solved.

 

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.
Anonymous
Not applicable

Hi @v-xida-msft 

Thank you for your response.

With "map the "Employee_Detail" records to Contact Entities automatically", I mean that in "Employee_Detail" entities I have one lookup field (also created a relationship 1:N with Contacts entities) which needs to relate/link/map with contacts in Contact Entities when we populate/create contacts( currently there is no contacts available in Contact Entities).

Example:

Contact:

Name                   Email                         Address   First Name          Last Name

David Herrary      david.h@xyz.com      XYVA       David                   Herrary

 

The above record is not present in Contact Entities but when we create it manually or automatically then how to link/relate/map it with Employee_Detail Entities.

 

Employee_Detail:

Name      Email                         Department     Emp_Code      Contact_Lookup         Employee_Detail

David      david.h@xyz.com      IT                      1133               David Herrary             dfdgfsfhfbdfs (this is an auto-generated value by Entities)

 

So, the bold one is a contact value that needs to present/relate/link/map in "Employee_detail" which will establish a relationship with Contact entities.

Please let me know if that clears the point. and also please suggest if there is any best way to do that.

 

Thanks,

Amit

 

Hi @Anonymous ,

Based on the needs that you mentioned, I think the Relate function could achieve your needs. The Relate function links two records through a one-to-many or many-to-many relationship in Common Data Service.

 

Please check the following article for more details:

https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/functions/function-relate-unrelate

 

You need to create a canvas app, then within this canvas app, you could use the Relate function to link the record from the Contact Record to the Employee Details Record.

 

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.
Anonymous
Not applicable

Hi @v-xida-msft 

 

By going through the article it seems that Relate function will work but that is also a manual effort to relate the entities.

Please let me know if I am wrong with understanding? If I understood correctly then is there any automatic way to Relate the entities.

 

Thanks,

Amit

Hi @Anonymous ,

Do you want to relate the Entities in your CDS automatically?

 

Based what I have known, if you want to relate the Entities in your CDS automatically in canvas app or Power Automate flow, I afraid that there is no way to achieve your needs automatically.

 

If you would like this feature to be added in PowerApps, please submit an idea to PowerApps Ideas Forum:

https://powerusers.microsoft.com/t5/Power-Apps-Ideas/idb-p/PowerAppsIdeas

 

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.
Anonymous
Not applicable

Hi @v-xida-msft 

Thanks for your response. It help's a lot to understand the things and it will help to give a proper explanation to the client about the behavior.

But Could you please help me in understanding that via Excel (vLookup or something else) we can achieve that. i.e by exporting both the entities data and making changes in excel and then upload the data to the Entities. In that way will it work?

 

Hoping to get some help with this.

 

Thanks,

Amit

OOlashyn
Most Valuable Professional
Most Valuable Professional

Hi @Anonymous ,

 

As @OliverRodrigues pointed out the easiest way to achieve automatic creation of Contacts from your Employees and relate them will be through CDS Workflows if you want to have it as a real time process or you can do it through Power Automate as well. On creation of the Employee you would need to trigger workflow/flow that will create a contact based on the values in Employee and then update lookup on the Employee with newly created contact.

----------------------------------------------------
If you find this post helpful consider marking it as a solution to help others find it.

Helpful resources

Announcements

Exclusive LIVE Community Event: Power Apps Copilot Coffee Chat with Copilot Studio Product Team

  It's time for the SECOND Power Apps Copilot Coffee Chat featuring the Copilot Studio product team, which will be held LIVE on April 3, 2024 at 9:30 AM Pacific Daylight Time (PDT).     This is an incredible opportunity to connect with members of the Copilot Studio product team and ask them anything about Copilot Studio. We'll share our special guests with you shortly--but we want to encourage to mark your calendars now because you will not want to miss the conversation.   This live event will give you the unique opportunity to learn more about Copilot Studio plans, where we’ll focus, and get insight into upcoming features. We’re looking forward to hearing from the community, so bring your questions!   TO GET ACCESS TO THIS EXCLUSIVE AMA: Kudo this post to reserve your spot! Reserve your spot now by kudoing this post.  Reservations will be prioritized on when your kudo for the post comes through, so don't wait! Click that "kudo button" today.   Invitations will be sent on April 2nd.Users posting Kudos after April 2nd at 9AM PDT may not receive an invitation but will be able to view the session online after conclusion of the event. Give your "kudo" today and mark your calendars for April 3, 2024 at 9:30 AM PDT and join us for an engaging and informative session!    

Tuesday Tip: Unlocking Community Achievements and Earning Badges

TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users.   With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips!     THIS WEEK'S TIP: Unlocking Achievements and Earning BadgesAcross the Communities, you'll see badges on users profile that recognize and reward their engagement and contributions. These badges each signify a different achievement--and all of those achievements are available to any Community member! If you're a seasoned pro or just getting started, you too can earn badges for the great work you do. Check out some details on Community badges below--and find out more in the detailed link at the end of the article!       A Diverse Range of Badges to Collect The badges you can earn in the Community cover a wide array of activities, including: Kudos Received: Acknowledges the number of times a user’s post has been appreciated with a “Kudo.”Kudos Given: Highlights the user’s generosity in recognizing others’ contributions.Topics Created: Tracks the number of discussions initiated by a user.Solutions Provided: Celebrates the instances where a user’s response is marked as the correct solution.Reply: Counts the number of times a user has engaged with community discussions.Blog Contributor: Honors those who contribute valuable content and are invited to write for the community blog.       A Community Evolving Together Badges are not only a great way to recognize outstanding contributions of our amazing Community members--they are also a way to continue fostering a collaborative and supportive environment. As you continue to share your knowledge and assist each other these badges serve as a visual representation of your valuable contributions.   Find out more about badges in these Community Support pages in each Community: All About Community Badges - Power Apps CommunityAll About Community Badges - Power Automate CommunityAll About Community Badges - Copilot Studio CommunityAll About Community Badges - Power Pages Community

Tuesday Tips: Powering Up Your Community Profile

TUESDAY TIPS are our way of communicating helpful things we've learned or shared that have helped members of the Community. Whether you're just getting started or you're a seasoned pro, Tuesday Tips will help you know where to go, what to look for, and navigate your way through the ever-growing--and ever-changing--world of the Power Platform Community! We cover basics about the Community, provide a few "insider tips" to make your experience even better, and share best practices gleaned from our most active community members and Super Users.   With so many new Community members joining us each week, we'll also review a few of our "best practices" so you know just "how" the Community works, so make sure to watch the News & Announcements each week for the latest and greatest Tuesday Tips!   This Week's Tip: Power Up Your Profile!  🚀 It's where every Community member gets their start, and it's essential that you keep it updated! Your Community User Profile is how you're able to get messages, post solutions, ask questions--and as you rank up, it's where your badges will appear and how you'll be known when you start blogging in the Community Blog. Your Community User Profile is how the Community knows you--so it's essential that it works the way you need it to! From changing your username to updating contact information, this Knowledge Base Article is your best resource for powering up your profile.     Password Puzzles? No Problem! Find out how to sync your Azure AD password with your community account, ensuring a seamless sign-in. No separate passwords to remember! Job Jumps & Email Swaps Changed jobs? Got a new email? Fear not! You'll find out how to link your shiny new email to your existing community account, keeping your contributions and connections intact. Username Uncertainties Unraveled Picking the perfect username is crucial--and sometimes the original choice you signed up with doesn't fit as well as you may have thought. There's a quick way to request an update here--but remember, your username is your community identity, so choose wisely. "Need Admin Approval" Warning Window? If you see this error message while using the community, don't worry. A simple process will help you get where you need to go. If you still need assistance, find out how to contact your Community Support team. Whatever you're looking for, when it comes to your profile, the Community Account Support Knowledge Base article is your treasure trove of tips as you navigate the nuances of your Community Profile. It’s the ultimate resource for keeping your digital identity in tip-top shape while engaging with the Power Platform Community. So, dive in and power up your profile today!  💪🚀   Community Account Support | Power Apps Community Account Support | Power AutomateCommunity Account Support | Copilot Studio  Community Account Support | Power Pages

Super User of the Month | Chris Piasecki

In our 2nd installment of this new ongoing feature in the Community, we're thrilled to announce that Chris Piasecki is our Super User of the Month for March 2024. If you've been in the Community for a while, we're sure you've seen a comment or marked one of Chris' helpful tips as a solution--he's been a Super User for SEVEN consecutive seasons!   Since authoring his first reply in April 2020 to his most recent achievement organizing the Canadian Power Platform Summit this month, Chris has helped countless Community members with his insights and expertise. In addition to being a Super User, Chris is also a User Group leader, Microsoft MVP, and a featured speaker at the Microsoft Power Platform Conference. His contributions to the new SUIT program, along with his joyous personality and willingness to jump in and help so many members has made Chris a fixture in the Power Platform Community.   When Chris isn't authoring solutions or organizing events, he's actively leading Piasecki Consulting, specializing in solution architecture, integration, DevOps, and more--helping clients discover how to strategize and implement Microsoft's technology platforms. We are grateful for Chris' insightful help in the Community and look forward to even more amazing milestones as he continues to assist so many with his great tips, solutions--always with a smile and a great sense of humor.You can find Chris in the Community and on LinkedIn. Thanks for being such a SUPER user, Chris! 💪 🌠  

Find Out What Makes Super Users So Super

We know many of you visit the Power Platform Communities to ask questions and receive answers. But do you know that many of our best answers and solutions come from Community members who are super active, helping anyone who needs a little help getting unstuck with Business Applications products? We call these dedicated Community members Super Users because they are the real heroes in the Community, willing to jump in whenever they can to help! Maybe you've encountered them yourself and they've solved some of your biggest questions. Have you ever wondered, "Why?"We interviewed several of our Super Users to understand what drives them to help in the Community--and discover the difference it has made in their lives as well! Take a look in our gallery today: What Motivates a Super User? - Power Platform Community (microsoft.com)

March User Group Update: New Groups and Upcoming Events!

    Welcome to this month’s celebration of our Community User Groups and exciting User Group events. We’re thrilled to introduce some brand-new user groups that have recently joined our vibrant community. Plus, we’ve got a lineup of engaging events you won’t want to miss. Let’s jump right in: New User Groups   Sacramento Power Platform GroupANZ Power Platform COE User GroupPower Platform MongoliaPower Platform User Group OmanPower Platform User Group Delta StateMid Michigan Power Platform Upcoming Events  DUG4MFG - Quarterly Meetup - Microsoft Demand PlanningDate: 19 Mar 2024 | 10:30 AM to 12:30 PM Central America Standard TimeDescription: Dive into the world of manufacturing with a focus on Demand Planning. Learn from industry experts and share your insights. Dynamics User Group HoustonDate: 07 Mar 2024 | 11:00 AM to 01:00 PM Central America Standard TimeDescription: Houston, get ready for an immersive session on Dynamics 365 and the Power Platform. Connect with fellow professionals and expand your knowledge. Reading Dynamics 365 & Power Platform User Group (Q1)Date: 05 Mar 2024 | 06:00 PM to 09:00 PM GMT Standard TimeDescription: Join our virtual meetup for insightful discussions, demos, and community updates. Let’s kick off Q1 with a bang! Leaders, Create Your Events!  Leaders of existing User Groups, don’t forget to create your events within the Community platform. By doing so, you’ll enable us to share them in future posts and newsletters. Let’s spread the word and make these gatherings even more impactful! Stay tuned for more updates, inspiring stories, and collaborative opportunities from and for our Community User Groups.   P.S. Have an event or success story to share? Reach out to us – we’d love to feature you!

Users online (5,970)