Getting Customer dynamically to Create Case record from SharePoint

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Posted on by Narendra Sunkara

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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

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Answers (1)

Suggested answer

Nikhil Ummagani 5 on at

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RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Babu,

could you please let me know what are the lists you created and items in that,please post here

Thanks

Nikhil
Narendra Sunkara 465 on at

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RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Hao,

I have changed Customer value to D365 contact and removed the Loop. My problem has been solved.

Regards,

Babu
Verified answer

LuHao 40,870 on at

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RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Babu,

This is because you chose Contact in "List contacts" instead of in "Create a new contact record" for Case Customer.

"Create a new contact record" is a action belonging to D365 (the icon is D365), and the value of Customer in Case is the CDS icon, so you should select the Contact of "Create a new contact record".

In addition, I don't think you need to use "Aply to each 6" because only one contact and case will be created each time, which is not a loop. This should be added automatically by using the value of "List contacts" for Case's Customer, so don't forget to remove "Aply to each 6".
Narendra Sunkara 465 on at

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RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Hao,

I could able to manage to add following steps to create a customer and case record. But this newly created customer is not showing in newly created Case.

Can you please check what went wrong. Here are my steps :

Regards,

Babu
Narendra Sunkara 465 on at

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RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Hao,

Thanks for your reply.

It worked for me. Now I need to add other logic in the Flow.

Whenever I am not able to find the Customer from Sharepoint in CRM Contacts or Accounts, I need to create a Customer and use that Customer to create the Case record. Please help me with this.

Regards,

Babu
Suggested answer

LuHao 40,870 on at

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RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Babu,

Change the Filter Query of List contacts and List accounts form Customer to Customer Display Name.
Narendra Sunkara 465 on at

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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
LuHao 40,870 on at

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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.
Narendra Sunkara 465 on at

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RE: Getting Customer dynamically to Create Case record from SharePoint

Hi Hao,

Here is screen shot, it looks different type

Regards

Babu
LuHao 40,870 on at

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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.