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Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamics 365 object ID (primary key) in forms and advance find

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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)

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Dynamics 365 object ID (primary key) in forms and advance find

    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:

    pastedimage1671072824601v2.png

    (3) Create one custom text field in the entity you need.

    pastedimage1671072579109v1.png

    (4) Create one workflow for the entity.

    pastedimage1671074818254v3.png

    (5)Set the workflow.

    --Trigger and scope

    pastedimage1671075429424v5.png

    --Add step1:get record ID

    pastedimage1671075411449v4.png

    --Set Properties

    pastedimage1671075593353v6.png

    --Add step2:Update record:

    pastedimage1671075697701v7.png

    --Set Properties:

    pastedimage1671075786802v8.png

    (6) Save and Active the workflow:

    (7)Test:

    pastedimage1671076290846v9.png

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Dynamics 365 object ID (primary key) in forms and advance find

    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.

  • Suggested answer
    Guido Preite Profile Picture
    Guido Preite 54,073 Moderator on at
    RE: Dynamics 365 object ID (primary key) in forms and advance 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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