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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Bulk create a record f...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Bulk create a record for records queried by a comma delimited list of IDs

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Posted on by Community Member

Hi,

CRM version: Version 1710 (9.2.21021.144) online

I am trying to figure out how to accomplish the following in Advanced Find:

  • Given a list of Customer IDs, we would like to retrieve a list of Accounts
  • For all of these Accounts, we would like to create a Work Order 

Idea:

  1. Create a SavedQuery that returns a list of Account records (the comma delimited list of Customer IDs would come from a TXT file stored on our server)
    1. docs.microsoft.com/.../customize-entity-views 
  2. Create an On Demand Workflow that would run for each Account from the Saved Query above to create a Work Order

-------------------------------------------------------------------

If the above isn't possible to do in Advanced Find, here are some other ideas:

  • Microsoft Flow
    • Create a variable that stores a comma delimited Account IDs
    • Create other variables for fields that would be set on the Work Order
    • Retrieve Account records
    • For each Account record, create a Work order

Thank you,

Tony

I have the same question (0)
  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Disregard the question. I will perform one of the following implementations:

    1) Create a custom web resource that will take an input of comma delimited Customer IDs, list the accounts, and a button to launch a Power Automate Flow via a http request to batch create Work Orders

    2) Create a canvas app with a similar flow to #1

    Closing question.

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