All Dynamics 365 have a object ID (primary key) but I want to have that as a field on the object and to be able to include in advanced finds that includes the object ID of related objects (which is easy if the primary key is populating a field)
All Dynamics 365 have a object ID (primary key) but I want to have that as a field on the object and to be able to include in advanced finds that includes the object ID of related objects (which is easy if the primary key is populating a field)
Hi Ian,
As Guido and Andrew suggested, you need create one custom text field and populate it with GUID through automated process.
Details of the steps about using workflow are shown below:
(1) Download Dynamics-365-Workflow-Tools, it has one action--Get Record ID.
(2) Navigate to Settings>Solutions, click on Import and select the ZIP file:
(3) Create one custom text field in the entity you need.
(4) Create one workflow for the entity.
(5)Set the workflow.
--Trigger and scope
--Add step1:get record ID
--Set Properties
--Add step2:Update record:
--Set Properties:
(6) Save and Active the workflow:
(7)Test:
Hello,
I'm afraid there is no easy way. The only way that I see is to create a text field and develop on-create plugin that will populate that custom field with the Id of the record. After that - a new field can be added to Advanced Find.
afaik you can't still add the primary key to forms and views.
The workaround is to copy the primary key to a custom field and display this custom field in forms and views.
Top copy the primary key to a custom field can be done with code (plugin, custom workflow activity) or power automate.
hope it helps
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