How to get primary key of opportunity in workflow designer

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I have created a workflow on Opportunity entity after the opportunity object is created. This workflow will call an action and needs to pass the opportunity id, and this action will perform some logic on the opportunity.

I see that the opportunity (Display Name) field is there for primary key (name -> opportunityid , schema name -> opportunityid).

I used it in the workflow in a text field, but it gives me the opportunity's "Name" instead of the "id".

Below is the screenshot of how i used this:

Screen-Shot-2017_2D00_09_2D00_27-at-2.21.48-PM.png

Screen-Shot-2017_2D00_09_2D00_27-at-2.51.15-PM.png

Is there something more i need to do to get the id?

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RaviKashyap 55,410 Moderator on at

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Hi,

There is no standard way to get the guid within the workflow. You might need to write cu stom workflow activity to return the entity guid value.

This link is for crm 2011 but should works in CRM 2016-

danielbergsten.wordpress.com/.../crm-2011-fetch-entity-id-in-processworkflow

Refer below thread-

community.dynamics.com/.../220039

Thanks,

Ravi Kashyap

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The above links are contradictory to what is shown in the pic in my question. I do see an Opportunity field in the dropdown. May be this changed in later versions of CRM.

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Kevin Grech 380 on at

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The input parameter of the action needs to be an entity reference not a GUID or GUID String. That way, you can use Opportunity:Opportunity as input

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Kevin, my action is Global and i would not be able to use :Opportunity, because i would not be able to know what my entity is and what will be the name of the GUID.

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ashlega 34,477 on at

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Hi Aseem,

think of it as if it were a type cast.. If you have a text field, "Opportunity" reference will be converted to a text(but the system will use opportunity title for that).. if you have an EntityReference, it'll stay an entity reference(which means you'll have access to the Guid).. if you want a Guid in that text field, you need a custom action as Ravi suggested - that custom action might simply convert "context. PrimaryEntityId" to a text (if you wanted to make it work for all types of entities)

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