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how to update a lookup field in dynamics 365 CE using flow

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Posted on by gks1595

Hello,

I am new to flow/Automate. I have an excel file that contains list of users and columns about user's info. whenever excel file is updated, I want to update respective user in dynamics 365. I have been successful in updating all text fields but when I try to update a field which is type 'lookup' then it does not get updated.

steps I have taken in my flow -

1) list rows from excel table 2) get records from Dynamics 365 3) list records for match 4) update dynamics 365 records for specific fields.

I am struggling to update the lookup field for users 'site'. Any help or guidance on this will be great!

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Building flows

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gks1595 2 on at

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I have made some progress on this hurdle but not completely through yet. I found the GUID of site records in CE and replaced Site names with GUID on excel file site column. after doing this the flow successfully updated the lookup field.

I would still appreciate if someone can help with how to dynamically match a record via its GUID and update it. I am thinking that I need to use some expression and/or also get the data from related to entity before Update action but that's all Pie in the sky so far.

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Jcook 7,783 Most Valuable Professional on at

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Hello,

Use List records with a query to find the text field of the lookup. Than use a Data Operation Compose action to store the GUID.

Thanks
-Josh

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Jcook 7,783 Most Valuable Professional on at

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Here is one of my posts. I believe this will help.

https://powerusers.microsoft.com/t5/General-Power-Automate/Filter-Query-in-List-Records-not-working-for-Lookup-fields/m-p/391917#M33199

-Josh

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v-alzhan-msft Microsoft Employee on at

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Hi @gks1595 ,

Have your problem been solved? If yes, please go ahead and mark the post as solved by clicking “Accept as Solution” so that this thread will be marked for other users to easily identify!

Best Regards,

Alice

Community Support Team _ Alice Zhang
If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

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