Dynamics 365 Power Automate Flow - Field Updates

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Posted on by Dlazowskileja

Hello!

I am new to using Dynamics 365 and Power Automate. This will be my first post so any guidance or help will be much appreciated.

I created a Cloud Flow in an attempt to alter a record. When a record is updated, this Flow would trigger and transfer the value from a text field to a lookup field (within the same record). This lookup field is tied to another entity through a N:1 relationship.

When I attempt to run the Flow, I receive an error. From what I can gather this is because the Flow cannot update the lookup field since it is expecting a GUID to be passed (due to the relationship), meanwhile I am providing a string.

I've tried capturing the GUID associated with the string I am passing in. I attempted to make an array made up of all the GUIDS (and various values that accompany them). I then tried to loop the string I want to pass in against this array. Once I have a match. I'd extract the GUID and then pass that instead of the string. Apologies if this sounds confusing, as I am confused myself.

I am unsure if this is the correct approach to my issue.

Again, any help would be welcomed greatly!

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Wahaj Rashid 11,321 on at

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RE: Dynamics 365 Power Automate Flow - Field Updates

Hi

Thank you for your query

As per my understanding, your flow should look like this:

Trigger on Update.

List Record: retrieve records of the other entity (lookup) based on your string.

Bind the GUID to the lookup field.

Please see answers in the following thread, these are similar to your problem:

https://community.dynamics.com/365/sales/f/dynamics-365-for-sales-forum/417284/contact-and-accounts-with-same-account-number

Please note, when you assign a GUID to a lookup, you need to use the following pattern:

/<entity-name>/GUID (e.g. /accounts/<GUID field value>

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Dlazowskileja 2 on at

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RE: Dynamics 365 Power Automate Flow - Field Updates

Hi Wahaj!

I appreciate your help so far! I've reduced the logic in my Cloud Flow to align with what you suggested.

Currently my logic is:

Tigger when a record is updated

Retrieve a List of records from the Branch entity (filtered by the string I am passing in)

Update a record

I am stuck on how to bind the GUID I've retrieved to the lookup field. I see that the output is correct from my List records action (view below)

Would I then type something like /branches/fab_branchid?

I also have received the following error: 'Update_a_record': The parameter with value '"/branches/fab_branchid"' in path 'item/_fab_branchuserid_value' with type/format 'String' is not convertible to type/format 'String/uuid'.'.

I see I am still passing in a string instead of the GUID itself, but I am unsure how to grab the GUID from my output. Do I use the output() function?

Thanks again!

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Wahaj Rashid 11,321 on at

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RE: Dynamics 365 Power Automate Flow - Field Updates

Hi,

You are welcome.

Please share a screenshot and expression you are using to get the value of Branch ID.

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Dlazowskileja 2 on at

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RE: Dynamics 365 Power Automate Flow - Field Updates

Of course!

Here is the output when I run a test.

Here is how I narrow down the list of records from the Branch entity, using the string I pass in.

The part I am now confused by is how to pass the fab_branchid GUID from my output into the following field within the Update a record action:

BranchUser is the lookup field I am attempting to bind the GUID to. However, I have tried a few ways so far but nothing has worked. From what I have read online, would I need to make a Compose action and then parse through through the JSON data the List record action has output in order to grab the GUID?

Thank you so much!

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Wahaj Rashid 11,321 on at

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RE: Dynamics 365 Power Automate Flow - Field Updates

Hi,

I see the following problems:

In the List Record, it's better to list the fields you need.

After the List record, you have to use either for each to get the BranchId Value or you have to use an expression to get the value from the first record retrieved.

Assuming your List Rows action name is 'List_Rows'), following formula should get the first retrieved record's value:

first(body('List_Rows')?['value'])?['fab_branch_id']

Here is an example of updating a lookup field:

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Dlazowskileja 2 on at

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RE: Dynamics 365 Power Automate Flow - Field Updates

Hi again!

The solution worked! I had to stop the Flow from looping and now its resolved.

I had two final questions Wahaj.

1.) Where can I find either documentation or an API on the syntax you used to write first(body('List_Rows')?['value'])?['fab_branch_id']. Is this just how to access JSON data?

2.) I am unsure where to find the "name" of a workflow action. It was 'List_Rows' as the default name, but where can I see this information?

Again thank you so much for the help as this has been a huge help for me to learn how to use Power Automate

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Wahaj Rashid 11,321 on at

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RE: Dynamics 365 Power Automate Flow - Field Updates

Hi,

Glad it helped.

For the name of the Action, for example, if your action name is List Active Contacts, you can refer this in a formula as 'List_Active_Contacts' (replace the spaces with underscores):

For documentation on expressions (related to CDS), please refer to following:

Reference guide for functions in expressions - Azure Logic Apps | Microsoft Docs

You can also join the PowerAutomate community to get help:

Microsoft Power Automate Community - Power Platform Community

I am also planning to post some common PowerAutomate - CDS samples, please follow my blog.

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