Unanswered

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

(0) Share

Report

Posted on by Community Power Pla...

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

Categories:

Building flows

I have the same question (0)

All responses (4)

Answers (0)

alrezac on at

Like (0)

Report

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

-------

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

Was this reply helpful? Yes No
VictorIvanidze 13,073 on at

Like (0)

Report

I guess it can be done using MS GRAPH, but please do not ask how exactly - looks like a task for a consultant.

Was this reply helpful? Yes No
Community Power Pla... on at

Like (0)

Report

@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.

Was this reply helpful? Yes No
Community Power Pla... on at

Like (0)

Report

@VictorIvanidze thanks for responding.

I won't ask how to use MS GRAPH. 😄

Was this reply helpful? Yes No