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Rfla
Level 10

CRM Dynamics Online - Owner name not ID ?

Fields giving ID and not Title/name. Same goes for other lookups.
Is it possible to use the same syntax as in advanced condition in a send email body (html=true). Example: ['owner.title'] ?
If not is the title/name something that is in the pipeline?
Or is it possible to do this with oData query filter?
https://powerusers.microsoft.com/t5/Flow-Forum/Dynamics-CRM-Connector-ODATA-Filters/m-p/5265#M1164
https://powerusers.microsoft.com/t5/Flow-Forum/How-do-I-get-current-account-item-email-address-from-...

1 ACCEPTED SOLUTION

Accepted Solutions
Microsoft michowl
Microsoft

Re: CRM Dynamics Online - Owner name not ID ?

use a get record action in between with the field id to look up the record you want, then get the text from that record.

ex.

 

1. new Lead Triggers flow

2. Get Record from Users Entity using Lead Owner 

3. Use FName/LName from User record in future actions.

View solution in original post

6 REPLIES 6
Rfla
Level 10

Re: CRM Dynamics Online - Owner name not ID ?

Found a workaround afer having some lunch 🙂
I can of course create a "hidden field" in CRM that copies the lookup "text" value to a new custom field on the form, and use that one in the flow.

But off course that is not optimal. Create a flow in CRM to use a flow in flow 😛

Microsoft michowl
Microsoft

Re: CRM Dynamics Online - Owner name not ID ?

use a get record action in between with the field id to look up the record you want, then get the text from that record.

ex.

 

1. new Lead Triggers flow

2. Get Record from Users Entity using Lead Owner 

3. Use FName/LName from User record in future actions.

View solution in original post

Rfla
Level 10

Re: CRM Dynamics Online - Owner name not ID ?

Great thanks, some basic functions that I did not know off 🙂

OlliillO
Level: Power Up

Re: CRM Dynamics Online - Owner name not ID ?

I am facing the same issue but cannot get this going. Can you please explain in more detail what has to be set up in the flow? In my case it is desired to have the owner of a visit report shown in microsoft teams when the record has been created. This shall be realized via flow. It is easy to realize this with the ID but I am struggling with the "transformation" of the ID to the corresponding First and Last Name of the user who created the visit report instead of his / her ID in flow.

 

Any help would be very much appreciated! Thanks a million 🙂

 

Best regards,

 

Olli

RichCP
Level: Power Up

Re: CRM Dynamics Online - Owner name not ID ?

I'm still trying to understand this too.  Does anyone have an example of a solution

HenryKnoop
Level: Power Up

Re: CRM Dynamics Online - Owner name not ID ?

Underneath is a way to e.g. add the account name to the description field of the opportunity. The id is added to the "klant"field in sharepoint

w2C8bTMName not id

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