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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to get the Lookup ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

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

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Posted on by Himanshu Kamboj 440

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". 

I have the same question (1)
  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at

    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

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,489 Moderator on at

    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
    CRMJetty Profile Picture
    CRMJetty 3,514 on at

    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
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at

    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

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