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Hello,
I am trying to create a 1 to many relationship in PowerBI between Accounts and Contacts. However the users here deal with the same company (name) but different locations. So currently I cannot use the company name as my 1 to many as there are a lot of duplicates and I don't want my PowerBI report to crash if someone accidentally created a company with the same name in the future.
I currently created a string filed on my contact form and made this hidden. I created a work flow to pull data from the Account entity, but I am not sure how to pull a unique ID which only the parent has.
I did some research and I could create a hidden number sequence for all the account records, and they push that information in to the contact after. Just hoping there is an easier way.
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Hi Zylawy,
This would normally be achieved by writing out a custom workflow that populates that string field with the Account ID each time that field is interacted with, however, the Dynamics 365 workflow tools has a step in it that allows you to get the ID of an associated record, then use that record ID to populate the string field you've created: github.com/.../Dynamics-365-Workflow-Tools
Instructions on how to use this step seen here: github.com/.../GetRecordID.md
Give it a try and let me know if it helps.
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