Skip to main content

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Suggested answer

How to get the Lookup record Name In Power Automate??

Posted on by 379

Hi ,

I have a Power automate for case entity and my requirement is to get the lookup fields record name to send the email to users.

My flow is getting trigger on create and update of case.

pastedimage1674135118481v1.png

Above attached SS I want to get the Opportunity and account lookup record name without using the "Get a Row by Id".

Like I want he record name Opportunity = Test  and Account = modem. 

Is it possible to get these name of lookup records without using "get a row by id". 

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,525 Super User 2024 Season 1 on at
    RE: How to get the Lookup record Name In Power Automate??

    If you only need the lookup name then you can get easily from case payload. But if u need more information from the related entities then u will have mention in expand query parameters.

    Please refer below article which will help you to implement your requirement without use to get record by id connector.

    dynamicsbackpage.wordpress.com/.../

    Thank you,

    Amit Katariya

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    RE: How to get the Lookup record Name In Power Automate??

    Hello Himanshu Kamboj,

    For Power Automated Process if you used Lookup field name then you must be call "Get a Row by Id" Method on trigger or in Process. By using this you get your value or you can say Formatted value.

    For Row by ID you can used this method : https://www.c-sharpcorner.com/article/get-lookup-field-text-in-power-automate/

    I hope it helps,


    Thanks.


    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Portal.

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    RE: How to get the Lookup record Name In Power Automate??

    Hi Himanshu Kamboj,

    It doesn't seems to be possible. You have to use "Get a Row By Id" to get names of account and opportunity.

    Upon trigger of flow fetch the same case record and then with help of formatted value syntax you can access account and opportunity.

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 8,525 Super User 2024 Season 1 on at
    RE: How to get the Lookup record Name In Power Automate??

    Hello  Himanshu Kamboj,

    Yes we can get the lookup name using the formatted value of lookup field. Please refer below article which will help you to implement your requirement.

    softchief.com/.../

    powerusers.microsoft.com/.../1396670

    Thank you,

    Amit Katariya

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans