How display values of the Account Name and Users Names using MS Flow

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Posted on by Community Member Microsoft Employee

I am working with a flow template, Receive a weekly email summary of new Dynamics 365 opportunities. I brought in Account, Owner and Created by Columns in the HTML table however when the flow is run, then In the email the table is showing the GUIDs for the Accounts, Owner(User) and Created by(User).

I want to display the actual values of the Account Name, Owner Name and Created by Name in the columns. Is there anyway to do this?

Any help on this will be greatly appreciated.

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Answers (4)

Khurram Jamshed 5 on at

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RE: How display values of the Account Name and Users Names using MS Flow

hi Linn, thanks for your feedback, i read your blog about the same.

how can we filter rows using the value of a formatted field?
see below, if use like this, it give me a syntax error.
i can confirm that values are available:

"abc_activitycode@OData.Community.Display.V1.FormattedValue": "8102",
"abc_activitycode": 123860012,
FrantisekG 45 on at

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RE: How display values of the Account Name and Users Names using MS Flow

Hi Linn,

one more question. This solution helped me to get a name values of lookup fields instead of IDs, however I also need to include in my report an value from different entity. So for example am reporting the list of Contracts(contract entity) and those contract are related to Buildings (Building entity - lookup field building name) and I need to get the value for Region where the building is located (from Building entity ->Lookup in to Regions entity). Previously it was working with "Get record" solution, however it doesn´t now. Any ideas please?

Regards

Frantisek
FrantisekG 45 on at

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RE: How display values of the Account Name and Users Names using MS Flow

Hi Linn,

thank you a billion times! It works like a charm. Took me some time to find CDS "Current environment" connector, but got it now!

Regards

Frantisek
StefanS365 3,573 Most Valuable Professional on at

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RE: How display values of the Account Name and Users Names using MS Flow

If you're referring to parent customer then use: item()?['customerid_account/name']

or in case of parent account use: item()?['parentaccountid/name']

Even better, use Linn's tip about the new option to get the formatted values of supported field types.
Linn Zaw Win 3,405 on at

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RE: How display values of the Account Name and Users Names using MS Flow

Eatsam

I know this is a very old thread but just in case someone comes across via search engine.

With the latest update of Common Data Service (current environment) connector, you can now query the formatted values of supported field types such as lookup display name, option set value label, formatted date/time by using the OData.Community.Display.V1.FormattedValue property of the field in the expression.

linnzawwin.blogspot.com/.../get-lookup-display-name-and-option-set.html
FrantisekG 45 on at

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RE: How display values of the Account Name and Users Names using MS Flow

Hi Stefan,

thx for info! Am one step closer now. Am able to get the translated value in List Record output:

"Tenantid": "{\r\n \"name\": \"Test\",\r\n \"accountid\": \"2b5198e8-85ff-e851-a985-000d3gb5ccb7\"\r\n}" however I cannot locate it in my Compose step in dynamic values list. Any idea what might be wrong?

Thank you

Frantisek
StefanS365 3,573 Most Valuable Professional on at

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RE: How display values of the Account Name and Users Names using MS Flow

Hi FrantisekG,

You could use the Expand Query option in the List records action of the CDS connector. In this way you can get values from related records, like the name of the account and user, without the need of extra get record actions.

See this blog post for an example: dynamicsbackpage.wordpress.com/.../

When I wrote my blog post I was not aware of the Expand Query option that was available in the List records action of the Dynamics 365 connector ;-)
FrantisekG 45 on at

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RE: How display values of the Account Name and Users Names using MS Flow

Hi Stefan, great article! Helped me a lot to create a POC. Just a question, am using CDS connector with GET records to transpose IDs to Values. You have mentioned that with CDS I can resolve the names somehow. Could you please let me know, what the process will be using CDS instead? Thank you for help!
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StefanS365 3,573 Most Valuable Professional on at

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RE: How display values of the Account Name and Users Names using MS Flow

You could set the filter on business unit in the List records action like this: _owningbusinessunit_value eq 15BEAA01-9716-E611-80E3-D89D6763EFEC (guid of bu)
Community Member Microsoft Employee on at

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RE: How display values of the Account Name and Users Names using MS Flow

Hi Stefan, Thank you very much for your help on this.

I have one more question. Is there any possibility to filter the report by a business unit. For example I want to send a report of the opportunities for each business unit separately. At the moment the flow is fetching all the opportunities records from the entire organisation.