Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Vlook Up functionality...
Customer experience | Sales, Customer Insights,...
Unanswered

Vlook Up functionality in Dynamics 365 sales

(0) ShareShare
ReportReport
Posted on by Pedro Fernandes 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.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans