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How to create a record against many records

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Posted on by G.Vetere

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Currently I have a couple of users who would create many new fields on the Account table/entity for temporary use, this has to stop unfortnately and I'm am trying to figure out a way they can instead create temporary records against (regards to) a list of Accounts but I'm stuck.

I can show them how to create one record easily using the main form below but how can they do this in bulk against a list of accounts? They use advance find to aquire the list of accounts they would use.

They need to select an Acount (lookup) and a Audience record (lookup):

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Leah Ju Microsoft Employee on at

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RE: How to create a record against many records

Hi Partner,

Have any updates?

Please feel free to contact me if you have any questions!

Could you click 'Yes' under title to close the thread if my answer is helpfu!

Thanks in Advance! :)
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Leah Ju Microsoft Employee on at

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RE: How to create a record against many records

Hi G.Vetere,

Yes, because there is no explicit requirement for Audience records, the flow would need to be changed manually.

Alternatively, you could consider adding a flag field to the Audience table, using it as a condition in flow to filter to the required records, and then using it to create/ update temporary records.

--Create one new column

--Add 'List rows' between original two steps:

--Using dynamic guid from 'List rows' action(Apply to each can be added automatically)

Test:

Make new record's flag is true, and other records are false.

Run the flow:
G.Vetere 310 on at

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RE: How to create a record against many records

Thats great, thank you

The only sticking points which limits easy use for the user is the need to create/ update the flow each time a new Audience record is wanted, also the need to use the guid of the record.
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Leah Ju Microsoft Employee on at

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RE: How to create a record against many records

Hi G.Vetere,

I have made some changes based on the latest information you have provided.

1.i'll add the list is not static and changes with different logic entity’s plural name

--Account view > Flow > Create a flow:

--'When a record is selected' trigger, and 'Add a new row' action

2.use the same Audience record for all Accounts

--entity’s plural name(GUID)

Test:

Edit filters on the view to get list you need:

Then select records to run the flow:
G.Vetere 310 on at

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RE: How to create a record against many records

Hiya, the Audience field is not linked to Account, and yes they would use the same Audience record for all Accounts in the list they produce, also i'll add the list is not static and changes with different logic
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Leah Ju Microsoft Employee on at

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RE: How to create a record against many records

Hi G.Vetere,

1.You can import bulk data from excel:

https://www.cloudfronts.com/blog/dynamics-crm/import-bulk-data-using-excel-template-in-microsoft-dynamics-365-crm/

2.Or you can create records automatically through power automate:

(1)Go to Power Automate to create one instant flow:

(2)List rows--retrieve account records you need:

--You mentioned: They use advance find to aquire the list of accounts they would use.

So you can download fetch xml, copy and paste in the flow,

(3)Add a new row:

Test:

=========================

For your Audience field, I'm not sure what you are basing the populating on:

Is it the same value for each record, or different values for different records? Is it linked to account?

You can try to design your own flow to add more steps. Or you can provide more information and let me know how I can help you.