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WaleedBinAfzal
Helper I
Helper I

Get Account Name instead of Account GUID from Dynamics 365

Hi, 

I am new to flow, i am scheduling an email using flow regarding Opportunities in Dynamics 365, i successfully ran the flow but having a problem, it is showing the guid of account related to opportunity instead of account name. Can someone help me how i can display the name of account instead account guid in email body? Any help would be highly appreciable.

Thanks.

1 ACCEPTED SOLUTION

Accepted Solutions
v-yamao-msft
Community Support
Community Support

Hi @WaleedBinAfzal,

 

Please take the following flow configuration for a reference.

 

The flow is triggered by When a record is created in Opportunities.

 

Followed by the action Get record. At here, please select Accounts for the Entity Name field, and for the Item identifier field, select dynamic content Account from the trigger.

 

Note: There is no Account Name dynamic content from the trigger When a record is created in Opportunities.

 

Then the action Send an email. In the Body field, select the Account name from the previous action Get record.

 

1.PNG

2.PNG

 

I have tested it on my side and it works fine.

 

 

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.

View solution in original post

9 REPLIES 9
bhanuprathap121
New Member

Hi,

 

I don't think there is a way to get the relative entity data directly in flow. But I can recommend you adding a new step to fetch the account data as you have the GUID. And then use the name in the further steps.

 

Let me know your thoughts on this.

 

Thanks,

Bhanu Prathap

v-yamao-msft
Community Support
Community Support

Hi @WaleedBinAfzal,

 

Please take the following flow configuration for a reference.

 

The flow is triggered by When a record is created in Opportunities.

 

Followed by the action Get record. At here, please select Accounts for the Entity Name field, and for the Item identifier field, select dynamic content Account from the trigger.

 

Note: There is no Account Name dynamic content from the trigger When a record is created in Opportunities.

 

Then the action Send an email. In the Body field, select the Account name from the previous action Get record.

 

1.PNG

2.PNG

 

I have tested it on my side and it works fine.

 

 

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.

Thanks @v-yamao-msft,

I used two actions, one for account and one for opportunity and then in send an email action i get all the options that i need from opportunity and account.

Thanks alot.

Nhegde
Regular Visitor

Hi , I am facing a similar issue . I have created a gallery from the Opportunities entity , and want to view the Account associated . I have created a lookup of account under the "Default" option of the Gallery as shown,but the GUID is still visible .Kindly help.ss2.PNGss1.PNG

Hi am having same issue. What am trying to do is simple HTML table with list of records from one entity where Owner field is translated from ID to Full name thru Users entity. I tried the mentioned steps but no luck with list of records as it does a copy for each user. Anybody can help? Thank you

Yes, I was trying to do this on a html template as well so if anyone has an answer here it would be appreciated.  Surely MS you would consider just resolving this and stop showing the GUID and put the name!

Anonymous
Not applicable

Hi @WaleedBinAfzal  i tried all this day to do this with two actions. But nothing works. It is possible that you send your solution to this forum. Thanks al lot ! Markus 

clubinski
Helper III
Helper III

How would I get the Accounts to display on an HTML report that is emailed weekly?

 

 

 

saianugrah
Microsoft
Microsoft

Get the user email address instead of account from GUID
 Use the below in the filter query :
systemuserid eq  'User' 

Here USER must be dynamic content from previous action cards which will be giving you a GUID as output.
Once you give this you will be able to get the email id of the owner associated with the record 

and in the email or compose action you will need to use Primary email id as dynamic content to fetch the user email address 

saianugrah_0-1597679725994.png

 

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