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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Updating record through ARC Rule

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Dear All,

I need some guidance on the below scenario

Scenario:

I have 2 mailboxes one to receive the email where leads are received. The record creation works fine using the ARC rules(Unified Interface).

The second mailbox is used by a quotes team to send quotes associated to lead. Subject contains the lead number of dynamics. I want the email coming on second mailbox to update the lead created through mailbox

Problem: I am not able to find any OOB rule condition to mark it for update. All rules talk about creation

Could you please help if someone has done this before through ARC or recommended way to achieve this

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  • Suggested answer
    Community Member Profile Picture
    on at

    Hi ys_dynamicnewbie,

    The ARC rules(Unified Interface) you mentioned is Record Creation and Update Rule?

    pastedimage1658213775543v1.png 

    In the screenshot, the 'Record to create' action is fixed, you can't change it.

    However, it is one flow in the power automate, so you can click it to configure the flow as your needs.

    pastedimage1658213895008v2.png

    In the power automate, you can view trigger and actions:

    pastedimage1658215181035v5.png

    Then you can use 'Update a row' to replace existing creation action:

    pastedimage1658214839405v4.png

    Use a flow to update a row in Dataverse - Power Automate | Microsoft Docs

    Or you can simply create a new flow, copy the supplied trigger, and add your own actions.

    pastedimage1658215198517v6.png

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