Personalized Community is here!
Quickly customize your community to find the content you seek.
Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 Release Wave 2Discover the latest updates and new features to Dynamics 365 planned through March 2021.
Release overview guides and videos Release Plan | Preview 2020 Release Wave 2 TimelineWatch the 2020 Release Wave 1 virtual launch event
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
Need some assistance on creating a flow to integrate from CRM to FinOp.
1. CRM potential customer as Prospect in FinOp
2. CRM opportunity as Opportunity in FinOp
was trying to do so, but did not get any reference link showing step by step instruction.
Many a times got error stating "invalid party tye"
Was not sure what to put the type ID .
If anyone can guide .
Did you try this
I did try that and in the CRM entity i changed it to contacts instead of account.
And in Finop i changed to prospects instead of customers.
however i am asked type ID
As shown in your screenshot, Type ID is "Prospect Relations Type ID"
quick google search shows me, you can find the value here:
Sales & marketing | Setup | Prospects | Relation type
Choose appropriate value from there
Thank you for your reply,
Please check the below screenshot with the values provided.
And while i tested it i got the following error.
Try type id = 2
Tried both did not work.
In prospect will be = contact right ?
Type ID tried both did not work.
Read through this once.
Based on this the type ID is prospect.
Are all values in sync. As per the above Post
Hi, I created a new look up field in contacts called relationship type with these three options, still not working , type ID , not sure whats going wrong
Business Applications communities