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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Using Microsoft Flow i...
Microsoft Dynamics CRM (Archived)

Using Microsoft Flow in CRM - > When a record is selected... Flow executed, Company name not working/being passed

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Posted on by Community Member Microsoft Employee

I have a flow that I created from Microsoft CRM that you can run when viewing a contact.  This basically writes out some basic field information from that contact... it is working with the exception of the Company Name, it is not being passed through or written out properly. I basically just want to capture that Contact's Company Name. Any idea of what I am doing wrong or how to get this working? I tried using all of the available fields with 'company' in the name, but none seem to be working. Screenshot attached.

2018_2D00_12_2D00_30_5F00_23_2D00_00_2D00_49.jpg

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  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: Using Microsoft Flow in CRM - > When a record is selected... Flow executed, Company name not working/being passed

    Hi Chuck,

    You should use the Account (id) field from the trigger body to set the Item Identifier in the Get record action.

    If you would like to get the Full Name of the Owner, add another Get record action for the Entity Users and use the Owner field from the trigger body to set the Item Identifier.

  • VFX Pro Profile Picture
    VFX Pro 55 on at
    RE: Using Microsoft Flow in CRM - > When a record is selected... Flow executed, Company name not working/being passed

    Too bad this is not DOCUMENTED at all.   The Flow will not show up in D365 form UNLESS you have a Get Record action immediately following the trigger.  Then, it will take 2-3min before the flow appears in Dynamics Flow menu.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Using Microsoft Flow in CRM - > When a record is selected... Flow executed, Company name not working/being passed

    I should also mention that exporting the "Owner" also comes back blank, if that is related. Will report back.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Using Microsoft Flow in CRM - > When a record is selected... Flow executed, Company name not working/being passed

    I think I did what you asked but it is still coming up blank. The record I am passing in from CRM does have a Parent Company set (tried a few others)...  I setup getting all fields and dumping the TriggerBody , GetRecord... it complained that the LastName wasn't working for one of them (yet worked for all other fields once removed)... now I have a bunch of "My Connections" with the same name... wish there was a way to label them. I will have to start again from scratch and report back with results.

  • Suggested answer
    Ben Thompson Profile Picture
    Ben Thompson 6,350 on at
    RE: Using Microsoft Flow in CRM - > When a record is selected... Flow executed, Company name not working/being passed

    You are nearly there but the Company Name field in the Insert Row record is coming from the TriggerBody step rather than the Get Record step.

    Delete the existing Company Name field in the Insert Row step and replace it with the Company Name field from the Get record step and it will work fine....

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Using Microsoft Flow in CRM - > When a record is selected... Flow executed, Company name not working/being passed

    Thank you for responding. I tried to do what you suggested (I am not sure if I am doing this correctly)... here is image of what I setup. I tried to display the mouse overs, but the second action came out light/hard to read. 

    2019_2D00_01_2D00_03_5F00_13_2D00_55_2D00_18.jpg

  • Suggested answer
    StefanS365 Profile Picture
    StefanS365 3,573 Most Valuable Professional on at
    RE: Using Microsoft Flow in CRM - > When a record is selected... Flow executed, Company name not working/being passed

    Hi Chuck,

    You can get the Account/Company details by adding an extra action (as second step in the flow) Get record from Entity Name Accounts with the Account id the entity._parentcustomerid_value.

    From that output you have the full Company Name.

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