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Frequent Visitor

Using MS Forms Pro to Update Contact Details in D365

Hi everyone.

Beginner Power Automate user here.

I've been tasked with creating a flow that takes manually-entered contact details from a MS Form Pro survey and update details within an associated Contact entity within our Dynamics 365 environment.

Here's the fun part: I can't find any way to link a received form with the associated Contact entity.

 

I've tried "List Records" and filtering them by the email address entered in the survey, "Get Record" and trying to use the email address from the survey to link it to a Contact with the same address, "List Records" then "Get Record" using a custom-made Contact ID field, but I keep getting error 400.

 

Figure 1.png

Figure 2.png

 Figure 3.png

 

Figure 4.pngFigure 5.png


I believe that maybe, if I can get the GUID for each Contact onto the form somehow, I will be able to solve the connection issue as the errors I'm getting seem to be looking for it. This I'm also having trouble with, but I feel that that's a discussion for another community.

 

Figure 6.png

 

 

Am I close? Or am I going in the completely wrong direction? Is it even possible to do this with MS Forms Pro yet?

Any and all help/advice/insight would be greatly appreciated.

1 ACCEPTED SOLUTION

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Super User II
Super User II

Re: Using MS Forms Pro to Update Contact Details in D365

@RSTSi 

Hi there.  So, I think the "Item Identifier" in the CDS "Get Record" step is actually the GUID vs. the contact email.  I wonder if you could do a "List Records" step with an OData filter on the email eq 'form response', and then take the first result of that to avoid the subsequent Apply to Each loop.

 

That should get you the actual GUID for the Update Record step.

 

Keep us posted.

-Ed-

 

 

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4 REPLIES 4
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Super User II
Super User II

Re: Using MS Forms Pro to Update Contact Details in D365

@RSTSi 

Hi there.  So, I think the "Item Identifier" in the CDS "Get Record" step is actually the GUID vs. the contact email.  I wonder if you could do a "List Records" step with an OData filter on the email eq 'form response', and then take the first result of that to avoid the subsequent Apply to Each loop.

 

That should get you the actual GUID for the Update Record step.

 

Keep us posted.

-Ed-

 

 

If you liked this reply, please give it a thumbs up! If this reply has answered your question or resolved your challenge, please consider marking it as a Solution. This helps other users find it more easily via search.

View solution in original post

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Frequent Visitor

Re: Using MS Forms Pro to Update Contact Details in D365

@edgonzales 

 

You're an absolute legend mate! Worked like a charm!

 

Thanks for your help, I super appreciate it.

Highlighted
Frequent Visitor

Re: Using MS Forms Pro to Update Contact Details in D365

For those interested in the flow, here's the flow from top to bottom:

 

Successful Flow.png

 

For clarification, the Response ID in the Get Response Details step is: int(triggerBody()?['msfp_sourceresponseidentifier'])

 

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Re: Using MS Forms Pro to Update Contact Details in D365

@RSTSi - one thing to keep in mind also, is having a step to make sure the record exists, and if it doesn't create one. This shows a flow very similar to the one you created, but also has an additional step to confirm it's in your CDS environment. From the part onwards where it shows the List Leads step. This way you can always link an anonymous survey response to an existing record OR create a new one if there isn't one. Helps cut down on duplicates too! 

https://meganvwalker.com/duplicate-checking-for-forms-pro-survey-responses/

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