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check type of dynamics 365 entity

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Dear all,

in the quote entity, potential customer can be both account or contact? i want to create a flow and use the Get Record action to get all the information related to that potential customer (account or contact), is it possible to identify the type of that field so i can use the Get Record action with the correct item identifier? for example if potential customer is an account my action would be something like this:

and if its contact then entity name will be contacts and item identifier will still be customer.

the reason is i want to avoid failed runs of my flow. if there is another solutions to this issue, it would be great.

thanks,

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Building flows

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Ed Gonzales 4,531 Most Valuable Professional on at

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@khedir

Hi there. So, if you have CDS grab the quote first...you can use a condition that looks at the "Potential Customer Type" and then choose a different path (or "Get Record") for each. I don't have any quotes in my instance, so I don't know what the possible data might look like, but that should get you going on a path. You could do a quick "List records" to see what information comes in that field from other quotes.

Keep us posted.

-Ed

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abm abm 32,865 Most Valuable Professional on at

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Hi @Anonymous

You can determine this via Potential Customer Type. This will return either accounts or contacts. Generally for the composite lookups there is always a type value returns to determine where it originated from. Please see below.

My Test Result

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abm abm 32,865 Most Valuable Professional on at

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Hi @khedir

Do you need any further help in this?

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Thanks

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Community Power Pla... on at

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hi @abm

thank you so much, this is great!

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shaboo 65 on at

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Find the way to get the customer record for an entity.
Example: I want to get the contact - customer lookup this can be account or contact else blank.
Step 1 : Get the contact record by contact id and select "_parentcustomerid_value" to return at least, can be ignored that will give full list of fields

Step 2 : Run the flow take the output of the flow action from above step and copy body on to Parse Json.
content use out put from get contact details - body & generate sample.

Step 3: Important step to identify customer lookup logical name - Compose date oprator user - body('Parse_JSON')?['_parentcustomerid_value@Microsoft.Dynamics.CRM.lookuplogicalname that returns lookup logical name in case if you want get the out put as null use coalesce it returns value if blank coalesce(body('Parse_JSON')?['_parentcustomerid_value@Microsoft.Dynamics.CRM.lookuplogicalname'],'none')

Step 4: Use switch statement and use output of the compose to branch the contact or account else default to get the record values

Step 5: Get contact or account details

If you find useful please thumbs up.

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