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Creating Flow to update Account Records

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Posted on by Sam Hef

Hi,

I'm currently in the process of Importing data into dynamics. When uploading Accounts and Contacts, we noticed that the Primary Contact field in Accounts doesn't get filled. So to avoid having to upload accounts and then export all the accounts, make changes and then re import accounts we decided to use a flow to facilitate this.

I've created the flow using the CDS to make the updates, and the flow is successful. However, the changes aren't actually applied to Accounts, still leaving the Primary Contact Field empty.

Can someone please help me with this issue?

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meelamri 13,216 User Group Leader on at

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Hi

Can you please share your update action using some screenshots ?

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Sam Hef 45 on at

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Sure, here is what I have:

It's not much since I don't know what needs to be done to achieve desire results.

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Sam Hef 45 on at

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Updated the flow with a condition, so that if the Primary Contact Field (which I created) contains "Yes", then a Get Record method runs to verify the record is there, then Update Record method runs and updates the Primary Contact in Accounts with the Contact that was created. I'm getting the response/error:

{

"statusCode": 404,

"message": "Resource not found"

}

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meelamri 13,216 User Group Leader on at

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Yes I understand your pain, it's a known issue. CDS connector need a little expression to set a lookup. Please refer to this blog to resolve your issue:

https://daytodaydynamics365.com/referencing-records-when-using-the-common-data-service-current-environment-connector/

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