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Dynamics get Customer name from customerid value

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Posted on by PanooneHDA

I'm trying to create an app for basic Case management but the Cases table in my Dynamics 365 connection doesn't appear to include a number of the more useful fields I'd like to display- not even the Case ID.

Is there any way I can perform a lookup to add the Case ID, Owner and Customer/Contact fields to my Gallery, Detail and Edit screens? I've added Contacts as an additional datasource but am not sure how to write the query, or if it's even possible.

Case ID = incidentid

Contact = _primarycontactid_value

Customer = _customerid_value

Owner = _ownerid_value

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Building Power Apps

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v-yamao-msft Microsoft Employee on at

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Hi PanooneHDA,

Yes, it could be achieved by using Lookup function.

I guess you could refer to this thread about “Filter based on related table/entity”, there is a workaround on this issue, please try if it works for you:
https://powerusers.microsoft.com/t5/PowerApps-Forum/Filter-based-on-related-table-entity/td-p/10618

Please feel free post back if you need more help.

Best regards,
Mabel Mao
PanooneHDA 4 on at

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Hi Mabel,

I don't see this working in my situation.

The datasource for my app is Dynamcis 365 connected to the Case entity. The app is pre-created to include new/edit and display forms for the entity. The issue is that many fields are displaying GUIDs (which I assume are lookups) instead of the text value.

Also, many common fields such as Description simply aren't available to select.

Please refer to the screenshot below.
Jeff Myers 11 on at

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I am having the exact same issue. Did you ever figure out how to get this working?
Boa Constructor 6 on at

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Bumping this up.

Surely there's a reasonable, functional way to do this?

If organisations are to use PowerApps to create line of business apps, isn't the need to have a Customer name on the same form as Case fields (for example) fairly fundamental?
Community Power Pla... Microsoft Employee on at

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Community Power Pla... Microsoft Employee on at

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Community Power Pla... Microsoft Employee on at

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Community Power Pla... Microsoft Employee on at

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To display the related contact, do this :

1) Add the Contacts entity as a new datasource

2) Write this in the Default property of the Contact datacard :

LookUp(Contacts; contactid = ThisItem._primarycontactid_value; fullname)

It should be similar for the other fields, do not forget to add the related entity as a new datasource each time.
Boa Constructor 6 on at

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Thanks Max - looks like there's a reasonable way and this was my lack of knowledge 🙂
MitchC3 68 on at

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This does not work for me. I added the data source and it still appers to be an error with contactid. I hover over it and get "Name isn't valid. Identifier isn't recognized" I checked in the CRM entity and the primary key field is named contactid. Also doesn't work for Users where the primary key is systemuserid.