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Microsoft Dynamics CRM (Archived)

Format Company GUID to Company Name in a Workflow

Posted on by 25

Hi,

I have the current workflow:

When a contact is created/modified in Dynamics 365,  the contact is added to a sharepoint list.

But when the contact is added to the sharepoint list, in the company name's field it is the company's unique ID. Even if in my workflow setting, the dynamics content selected is the company name.

 How can I format it in order that we see the company's name and not the company's ID?

4670.Setting-Flow.png7750.Format-Flow.PNG7750.result.PNG

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  • mckennajj Profile Picture
    mckennajj 25 on at
    RE: Format Company GUID to Company Name in a Workflow

    It worked! Thank you!

  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Format Company GUID to Company Name in a Workflow

    Hi,

    I am not an expert on flow [but hopefully some day :)], but it looks like you need to use Get Record to get the retrieve the account details and then use Account Name from there.

    Refer the similar thread-

    https://powerusers.microsoft.com/t5/Connecting-To-Data/Get-Account-Name-instead-of-Account-GUID-from-Dynamics-365/m-p/130108#M3071

    I tried and it worked-

    flowaccountname.png

    Hope this helps.

  • mckennajj Profile Picture
    mckennajj 25 on at
    RE: Format Company GUID to Company Name in a Workflow

    Just added screenshots

  • Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: Format Company GUID to Company Name in a Workflow

    Hello,

    Could you please provide some additional information, print screens that could help understand the issue better?

    Regards,

    Radu

  • Wouter Madou Profile Picture
    Wouter Madou 3,392 on at
    RE: Format Company GUID to Company Name in a Workflow

    Sounds like ms flow to me.

    You will need to execute a follow up step to get the company records data and write the companies name in the SharePoint list step.

    Or are you working with powerapps?

    Like Ravi requested, a more detailed screenshots/explanation is needed.

  • Wouter Madou Profile Picture
    Wouter Madou 3,392 on at
    RE: Format Company GUID to Company Name in a Workflow

    Sounds like ms flow to me.

    You will need to execute a follow up step to get the company records data and write the companies name in the SharePoint list step.

    Or are you working with powerapps?

    Like Ravi requested, a more detailed screenshots/explanation is needed.

  • RaviKashyap Profile Picture
    RaviKashyap 55,410 on at
    RE: Format Company GUID to Company Name in a Workflow

    Hi,

    Can you share how the below is done? I don't think there is any out of box functionality to add the record in SharePoint list.

    "When a contact is created/modified in Dynamics 365,  the contact is added to a sharepoint list."

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