Microsoft Dynamics 365 | Integration, Dataverse...

Creating Flow to update Account Records

(0) Share

Report

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?

All responses (4)

Answers (0)

Suggested answer

meelamri 13,204 User Group Leader on at

Like (0)

Report

RE: Creating Flow to update Account Records

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/
Sam Hef 45 on at

Like (1)

Report

RE: Creating Flow to update Account Records

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"

}
Sam Hef 45 on at

Like (0)

Report

RE: Creating Flow to update Account Records

Sure, here is what I have:

It's not much since I don't know what needs to be done to achieve desire results.
meelamri 13,204 User Group Leader on at

Like (1)

Report

RE: Creating Flow to update Account Records

Hi

Can you please share your update action using some screenshots ?