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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How do I populate look...
Customer experience | Sales, Customer Insights,...
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How do I populate lookup fields from staging fields via automation?

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Posted on by shollis2814 25

So, I have a custom entity, called 'Issues'. Each issue can have a Client (contactType1) with a unique ID in its own field on the Contact table (ID1), and a Vendor (contactType2) with another unique ID in a different field on the Contact table (ID2).

I have some automations that create issues based on an import from SQL each night. the ID1 and ID2 are brought in as text fields.

On my Issues main form, I have a Client name, which is a lookup to the Contact table, and a Vendor name, which is also a lookup to the Contact table.

When the new issue is created, I want to look at ID1 and attach the record to contactType1 in the contact table on the client field. Likewise, to take ID2, find the corresponding vendor in the Contact entity, and pull that name in. It seems like it should be do-able, but I am new to Dynamics, and have been struggling with this for a while that I think I have thought myself in circles, as it were.

If this is possible without JS, that would be great, as I am not as familiar with Javascript

Any help appreciated!

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  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    I have written the code for you.

    To replicate SQL Staging, I have created below class and added few dummy data -

    public class Issue

    {

          public string IssueName { get; set; }

          public string ID1 { get; set; }

          public string ID2 { get; set; }

    }

    // Create Issue Records Coming from SQL

    List<Issue> issues = new List<Issue>();

    issues.Add(new Issue { IssueName = "Test Issue 1", ID1 = "1010", ID2 = "1011" });

    issues.Add(new Issue { IssueName = "Test Issue 2", ID1 = "1012", ID2 = "1013" });

    Now I am loping through each record and creating issue entity record in dynamics with ClientName and Vendor Name lookup. See below code -

    foreach (var item in issues)
                {

                    // Create Issue Record in CRM
                    Entity issueEntity = new Entity("new_issue");
                    issueEntity["new_name"] = item.IssueName;

                    if (!string.IsNullOrEmpty(item.ID1))
                    {
                        Guid clientContactId = GetContactByUniqueID(item.ID1, crmSvc);
                        if (clientContactId != Guid.Empty)
                        {
                            issueEntity["new_clientnamee"] = new EntityReference("contact", clientContactId);
                        }
                    }

                    if (!string.IsNullOrEmpty(item.ID2))
                    {
                        Guid vendorContactId = GetContactByUniqueID(item.ID2, crmSvc);
                        if (vendorContactId != Guid.Empty)
                        {
                            issueEntity["new_vendornamee"] = new EntityReference("contact", vendorContactId);
                        }
                    }

                    crmSvc.Create(issueEntity);
                }

    GetContactByUniqueID Method code is below which will get the contact record based on ID from sql

    private static Guid GetContactByUniqueID(string uniqueID, IOrganizationService service)
        {
            Guid contactId = Guid.Empty;

            string queryContact = $@"
                                      
                                        
                                        
                                        
                                        
                                        
                                          
                                          
                                        
                                      
                                    ";

            EntityCollection contacts = service.RetrieveMultiple(new FetchExpression(queryContact));
            if (contacts != null && contacts.Entities.Count > 0)
            {
                contactId = contacts.Entities[0].Id;
            }
            return contactId;
        }

    Good Luck!

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Suggested answer
    shollis2814 Profile Picture
    shollis2814 25 on at

    Thanks. I did manage to do it from Power Automate, but I believe this solution would work as well. Thank you!

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