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Find Contacts on an Account that Meet Criteria Then Write Them to an Excel File

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Posted on by Community Power Pla... Microsoft Employee

Hello,

What's the best way to use a flow to find contacts on a Dynamics 365 online account that meet specific criteria then write them to an Excel file?

It needs to be done without getting Apply to Each involved which happens with the "List records" action. The Apply to Each causes multiples to be written to the Excel file. If there are 4 contacts on the account and 2 of them meet the criteria then each record gets written to Excel 8 times. This is not good since some accounts have 20 or more contacts. I just want the selected contacts to be written once. Is it possible?

Thanks,

Beth

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Building flows

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alrezac Microsoft Employee on at

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Hi,

looking through your ask here you seem to be asking for some conflicting things. If you do a search for contacts even with a filter, that could potentially return multiple results (even if it doesn't). Regardless, you should be able to use conditions within your For Each to skip the records that you do not want to write. You would just need to be cleaver with how you are passing the values and what you are filtering by.

Regards,

Alex

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Community Support Team _ Alex Rezac
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VictorIvanidze 13,083 on at

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I guess it can be done using MS GRAPH, but please do not ask how exactly - looks like a task for a consultant.
Community Power Pla... Microsoft Employee on at

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@alrez thanks for responding.

I was able to use filters so that only the contacts that meet the criteria are getting written to Excel. The problem is they are written too many times! For now I guess I'll just use remove duplicates in Excel and go on with my life.
Community Power Pla... Microsoft Employee on at

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@VictorIvanidze thanks for responding.

I won't ask how to use MS GRAPH. 😄