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Customer experience | Sales, Customer Insights,...
Answered

Problem with copy opportunity

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Posted on by 448

Hi all,

I need to duplicate an opportunity, but I have sopme difficulty with lookup fields .... I follow this post reccomended in this community (https://linnzawwin.blogspot.com/2019/11/power-automate-how-to-set-lookup-field.html) but I don't understand what I'm doing wrong.

pastedimage1676912471597v1.png

fields numerated are lookup fields (1st is a custom table)

I have the same question (0)
  • NODAL Profile Picture
    860 on at
    RE: Problem with copy opportunity

    Yes, you can run below url in your browser to get entitysetname of any entity.

    Replace [ORG URL] with your instance and change transactioncurrency to any entity logical name

    [ORG URL]/api/data/v9.0/EntityDefinitions(LogicalName='transactioncurrency')?$select=EntitySetName

    Response will have entity set name as below.

    {"@odata.context":""EntitySetName":"">XXXX.crm.dynamics.com/.../$metadatatransactioncurrencies","MetadataId":"5f2e7ae7-d327-49b5-a343-61d48f1bcd28"}
  • DiePic Profile Picture
    448 on at
    RE: Problem with copy opportunity

    Thanks very much

    it works now .... but without the xrmtoolbox, this is not identifiable in the tables with power apps ...

    there is another way to know the "entity set name"?

  • Verified answer
    NODAL Profile Picture
    860 on at
    RE: Problem with copy opportunity

    Hi Die Pic,

    Try using entity set name.

    for currency : transactioncurrencies(xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx)

    Similarly check entity set name of your custom entity using Xrmtoolbox www.xrmtoolbox.com/.../

    Cheers,

    Ketan

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