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Service | Customer Service, Contact Center, Fie...
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Email notifications via power automate and dynamic content.

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Posted on by 125

When a case is submitted I'm firing off an email notification to the person that submitted it, as well as another group of people.  This email will contain information about the case.  One of those peices of information is the account for which the case belongs.  However when adding dynamic content I do not get the option to insert the account name, only the UID.  How can I get the name?

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  • nathanwebcurl Profile Picture
    15 on at

    The system doesn't fully load for you every related entity whenever you do something - everything would take ages if it did!

    To get fields and properties of the Account, you need to load the actual Account entity.

    You have the ID of the account you want, so just add a 'Get Record' action, tell it you want an Account, and give it that UID.

  • JMAtoms Profile Picture
    125 on at

    Hey thanks so much.  I think I'm getting somewhere.  When I do another "Get Record" action and instruct it to use the Accounts entity I am then presented with the dynamic content I'm looking for.  I'm able to add "Account Name".  However when testing my flow it fails to get data for the Account record.  I was initially using "Account (Value)" for the ItemID.  When I changed it to "Customer (Value)" it then worked.

    Thanks again.

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