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Customer experience | Sales, Customer Insights,...
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Vlook Up functionality in Dynamics 365 sales

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Posted on by 5

Hi there, 

I seek help on below issue. 

I have 2 tables 'Contact' and 'Unsubscribed contact'. Both tables has column name EMAIL

Contact table contains contact information of the individual. In this table I have created a  separate  column named ''Unsubscribed'  with choice set value Yes & No.

Idea is to match values from Email record  from contact table to Email record form Unsubscribed_Contact table. If it matches then 'Unsuncribed' column in contact table should show 'Yes' Value. If not then it should shows No Value. 

How I can achieve above mention functionality. 

 

 

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Vlook Up functionality in Dynamics 365 sales

    Hi Pedro, 

    As Adrian suggested, power automate is the simplest way to achieve your goal.

    1,Go to Power automate to create one flow(Instant cloud flow or schedule cloud flow)

    pastedimage1686637669671v5.png

    pastedimage1686638435354v8.png

    2.List rows action to retrieve all contacts:

    pastedimage1686638384139v6.png

    3.List rows action to retrieve all 'Unsubscribed contact' records with contact's email(Apply to each will be added automatically after populating dynamic email value):

    pastedimage1686638407660v7.png

    4.Conditions to determine If Records Were Returned From a List Rows step;

    length(outputs('List_rows_2')?['body/value'])

    5.Update a row:

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 1,014 Super User 2024 Season 2 on at
    RE: Vlook Up functionality in Dynamics 365 sales

    Hi Pedro Fernandes,

    You can achieve this functionality with Power Automate. Firstly, retrieve all records from the Contact and Unsubscribed Contact tables. Then compare the email columns of both tables to find matches. If there is a match set the Unsubcribed column to Yes, otherwise set the Unsubcribed column to No.

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