Getting Customer dynamically to Create Case record from SharePoint

(0) Share

Report

Posted on by Narendra Sunkara

467

Hi All,

I am using Sharepoint List and Microsoft flow to create a Case record in CRM

Currently I have hard coded Customer field with known Guid. How can I get it dynamically or how to map SharePoint Customer to Flow Customer

Here is my existing screen shot.

Thanks in Advance

Regards,

Babu

I have the same question (0)

All responses (16)

Answers (1)

Suggested answer

Mahendar Pal 45,095 on at

Like (1)

Report

RE: Getting Customer dynamically to Create Case record from SharePoint

Hi,

Assuming you have customer name in SharePoint list so you can add step before this to query Dynamics CRM customer entity based on the name of the customer from SharePoint, once you have result you can get customer record and set it create case.

Was this reply helpful? Yes No
Narendra Sunkara 467 on at

Like (0)

Report

RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Mahender,

Thanks for your reply.

I am pretty much new to Flows. Can you please share any screens with steps if you can

Thanks

Babu

Was this reply helpful? Yes No
Suggested answer

LuHao 40,890 on at

Like (1)

Report

RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Babu,

The logic should be like this.

The Customer of Case is Account or Contact, so we need to search for both Account and Contact.

Search for Contact first. If the number of Contacts search results is greater than 0, then get the GUID of a Contact. If the number of search results is 0, then search for Account.

If the number of Accounts search results is greater than 0, then get the GUID of an Account. If the number of search results is 0, it means that the customer does not exist in D365, so we send an email to remind the D365 user.

This is a full view of Flow.

These are screenshots of detailed steps.

The first condition is length(body('List_contacts')?['value']).

The second condition is length(body('List_accounts')?['value']).

Among them, in List contacts and List accounts, in order to avoid listing multiple records, the Top Count is 1, so in both conditions, we only need to compare whether the length (count) is 1.

Was this reply helpful? Yes No
Narendra Sunkara 467 on at

Like (0)

Report

RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Hao,

I have implemented most of your steps and trying to test the flow. But flow is failing at step 2. Don't know the problem. Please help me.

Here is the error :

Regards,

Babu

Was this reply helpful? Yes No
Suggested answer

LuHao 40,890 on at

Like (0)

Report

RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Babu,

In List contacts, fullname eq 'Customer'.

You are missing single quotes.

Similarly, in List accounts, single quotes are also required. name eq 'Customer'.

Was this reply helpful? Yes No
Narendra Sunkara 467 on at

Like (0)

Report

RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Hao,

Thanks for your reply. I added single quotes in 2 places. Still getting same error :(

Regards,

Babu

Was this reply helpful? Yes No
LuHao 40,890 on at

Like (0)

Report

RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Babu,

Could you provide a screenshot of the attributes of the Customer column in SharePoint?

In my demo, it is a single line of text.

Was this reply helpful? Yes No
Narendra Sunkara 467 on at

Like (0)

Report

RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Hao,

Here is screen shot, it looks different type

Regards

Babu

Was this reply helpful? Yes No
LuHao 40,890 on at

Like (0)

Report

RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Babu,

Person or Group generally refers to the internal users of the organization, and is the Active users in Microsoft 365 admin center.

That's why I used a single-line text column.

Are you sure you would continue to use the Person or Group column? If yes, I will find a solution for you.

So please tell me your idea.

Was this reply helpful? Yes No
Narendra Sunkara 467 on at

Like (0)

Report

RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Hao,

Thanks for your reply

Yeah I would like to continue to use same type and proceed, Please provide me solution

Regards,

Babu

Was this reply helpful? Yes No