Dynamics Community Forum Thread Details

Compare All Fields Of Configuration Entity with Contact Entity Without Any Relationship

Hey All,

Hope you all are well, by the way I do have scenario is that I have one custom entity as Configuration which will have some fields like "1)International Customer as Two Option Set, 2)Country as Single Line Of Text, 3)Currency Field, 4)Contact Method as Option Set" and last one special field as "Entity" of Single Line Of Text that can contain Entity's name as Contact or Account. And also all these four fields 1)International Customer, 2)Country, 3)Currency, 4)Contact Method are there in Contact Entity's form with same data type.

What i want to do is that whenever any contact record is created or updated then i want to compare all these fields that are on Contact Record with that Configuration Entity's record fields of wherein Entity field has text as Contact. whether all are exactly same with their data type and their defined data or not.

->If all are true then i need to show into show in Description of contact as Success and all fields are same.

->If any field doesn't have same data or data type then in Description of contact as Failed and which field didn't get matched.

Note: Configuration Entity doesn't have any relationship with any other entities like Contacts, Accounts, etc.
And This needs to be implemented on On-Premise Version not an Online Version.(I have implemented this using Power Automate but as far as i know Power Automate is only for an Online Version).

Hi Syed,

as you most probably are aware, one possibility is to implement this business logic by custom code, e.g. as a plug-in running on Create/Update of contact. I assume you are trying to avoid custom code though.

I am not sure if the D365 Workflow tools would help you on this exact requirement, but it is definitely worth taking a look if you have not already done: github.com/.../Dynamics-365-Workflow-Tools

Other than that, there is actually a way you can connect your OnPrem CRM with Power Automate features (and of course Flow, which would fulfil your requirement). I am referring to the On-Premises data gateway:

docs.microsoft.com/.../service-gateway-onprem

Leveraging that gateway, the capabilities of PowerPlatform/Flow and a few web api queries in the form of http requests would fulfil your requirements in this scenario. Hopefully, this would also open up completely new ways of interacting with your OnPrem D365 CE system and other OnPRem data sources :)

Hope that helps

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