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Flow for Dynamics CRM

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Posted on by KristenDME

Hello,

I'm trying to make a flow or even a process to update a record when another is updated in Dynamics.

For example I have a Case that s connected to an equipment. I have an option set field in the case that I have an N:1 Relationship to the same option set in equipment. When someone updates the option set in the Case I want it to also update the option set in the equipment.

I'm not sure where to start, in the process they dont have a start for when a record is updated, only created. When I go into flow I used when a record is updated, update a record. The flow succeeds but when I look at the equipment its not updated. Any thoughts only a good flow to use for Dynamics 365 CRM?

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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Flow for Dynamics CRM

Hi,

Now I understood. So to achieve your requirement configure your flow as below -

Trigger on Case Entity when Test Optionset OR Equipment field value changes ->Update Test optionset in Equipment

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
KristenDME 35 on at

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RE: Flow for Dynamics CRM

The case and equipment are separate entities, the only N:1 relationship I have between the two is that the case has an equipment lookup for the equipment that is connected to the case.

The equipment entity has the case sub grid connected in there so that we can see all the cases associated with that specific equipment and its serial number.

Equipment is an OOB custom entity.

I hope that makes sense

Image below is our case, the equipment field is the lookup to connect the case to the equipment.
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Flow for Dynamics CRM

Hi,

Can you please share screenshot of the relationship used between Case and Equipment entity to help you better?

Is Equipment custom entity created by you or you are using OOB Facility/Equipment Entity?

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
KristenDME 35 on at

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RE: Flow for Dynamics CRM

The case isnt a lookup field and I think thats why its not working.

There can be multiple cases connected to one equipment, so its not a field but a data source for a list.
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Flow for Dynamics CRM

Hi,

What is the Case lookup field schema name on Equipment Entity?

I created new case lookup on Equipment entity new_case so filter row I have mentioned _new_case_value

You will need to change your filter rows as below -

_caselookupfieldschemaname_value eq Select Case from Dynmic content

You don't need concate for your requirement. Please ignore which I posted earlier, it was a sample flow.

You need to only map optionset field in Equipment Entity from Dynmic content from Case optionset.

Hope this helps!

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
empath-e CRM 1,134 on at

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RE: Flow for Dynamics CRM

The bad request error is because within the Filter rows you haven't specified the column for your filter, you have just added the field value.
KristenDME 35 on at

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RE: Flow for Dynamics CRM

Got it.

For the filter row for list row, Im getting a bad request when I input this and run a test. I know you had more language on yours but Im assuming its for that employee value. Not sure if it be the same for mine?

Also I have never used Concatoncat for expression how do I know what strings to put for that in there or do I not need any?

Sorry for the million questions Im super new to flow as I used process before.
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Bipin D365 28,964 Super User 2024 Season 1 on at

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RE: Flow for Dynamics CRM

Hi,

The reason why Case entity is not listed is that you are not in correct enviornment.

Try to change the enviornment as highlighted below to select correct instance -

Your previous flow is not working because in Record Identifier you have selected Serial Number but instead you will have to select Equipment Record GUID.

Check my previous post where I used List rows to fetch child records then apply each to process each records.

Please mark my answer verified if this is helpful!

Regards,

Bipin Kumar

Follow my Blog: xrmdynamicscrm.wordpress.com/
KristenDME 35 on at

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RE: Flow for Dynamics CRM

I tried building with Dataverse however the table for what I want to use isnt listed, which is our Cases.

I think our main problem, is the it need to be able to connect our cases that is updated with the same field to an unrelated entity which is the equipment to the matching field from cases.

.

The flow I originally used a while back for something similar doesnt work. I removed our name.
KristenDME 35 on at

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RE: Flow for Dynamics CRM

I tried a regular process, but it needs to be when the record is updated. I tried using when the Fields I want changed, but all it did was create a new record not update the current record.