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Need to create Account record automatically

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Posted on by 80

Hi,

We need to add a field called "Company Name " to our marketing form. Once the user enters data and submits this form, the "Company Name " field should be created as an Account record.

How do we do that? 

Also should we use a look-up field or text field for the "Company name"? If we use text field and duplicate records are created will the system apply the duplication rule?

Thank you.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to create Account record automatically

    Hi Partner,

    Yes.

    Power Automate is like a workflow, but it can do more complex operations:

    Get started with Power Automate (contains video) - Power Automate | Microsoft Docs

  • Learning_D365CRM Profile Picture
    Learning_D365CRM 80 on at
    RE: Need to create Account record automatically

    Thank you so much for the response. I will check out the links as well. When you say Power Automate is it like a workflow?

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Need to create Account record automatically

    Hi Partner,

    A record is created in dataverse each time a form is completed. On the ‘Marketing form submission’ table there is a field called ‘Submitted Values’ which seems to contain a string of all the values submitted in key value pairs.

    Maybe you can use â€˜Marketing form submission’ table and power automate to get "Company Name" value and use it to create account records automatically in the flow.

    (+) Marketing Form Submitted values and Power Automate Notification - Dynamics 365 Marketing Forum Community Forum

    Dynamics 365 Marketing Form Submission Mapping to Custom Tables — Amey Holden | ABC Enthusiast & Power Platform Specialist

    It is fine to use a text field for "Company Name" and it seems that records created by the process ignore the duplicate rule, but I am not so sure about this.

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