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create opportunity in Dynamics based on email

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flow create opp based on e-mail.png Hello, I'm new to building flows and I struggle to build my second flow. I try to create a opportunity in Dynamics CRM based on a e-mail. In outlook I move the specific e-mails with a outlook rule to a folder. I set the trigger based on this folder and a specific text in the subject.

I create an expected close date, but do not use it currently in the flow. I would like to use this when the flow is working in the future.

I get the specific account information from CRM to get the required information to be able to generate the opportunity. In the output of this step I can see the correct account has been selected.

However the flow is not able to create the opportunity.

All advanced options are currently empty.

The fault messages do not help me, they state the input values are not correct.

Could you please help me in the right direction?

Thank you very much!

Best regards,

Willem-Jan

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v-micsh-msft on at

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Re: create opportunity in Dynamics based on email

Hi @Anonymous,

It is the currency that are causing issue here.

To create a new record under the opportunity, we need the currency to be the GUID defined in the Currencies entity.

For EURO, the corresponding GUID is:

c015a8c4-f7ef-e611-80ed-c4346bacaeb0

Regards,

Michael

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Community Power Pla... on at

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Re: create opportunity in Dynamics based on email

Dear Michael,

Unfortunately, that does not work for me. Can I check the correct GUID myself in our system?

Thanks!.

For your information I get the following fault message, and I attached the flow and input to the compose step.
I get the following fault message:

{ "code": "", "message": "transactioncurrency With Id = c015a8c4-f7ef-e611-80ed-c4346bacaeb0 Does Not Exist", "innererror": { "message": "transactioncurrency With Id = c015a8c4-f7ef-e611-80ed-c4346bacaeb0 Does Not Exist", "type": "System.ServiceModel.FaultException`1
[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]", "stacktrace": " at Microsoft.Crm.Extensibility.OrganizationSdkServiceInternal.Create(Entity entity, CorrelationToken correlationToken, CallerOriginToken callerOriginToken, WebServiceType serviceType, Boolean checkAdminMode, Dictionary`2 optionalParameters)\r\n at Microsoft.Crm.Extensibility.OData.CrmODataExecutionContext.Create(Entity entity)\r\n at Microsoft.Crm.Extensibility.OData.CrmODataServiceDataProvider.CreateEdmEntity(CrmODataExecutionContext context, String edmEntityName, EdmEntityObject entityObject, Boolean isUpsert)\r\n at Microsoft.Crm.Extensibility.OData.EntityController.PostEntitySet(String entitySetName, EdmEntityObject entityObject)\r\n at lambda_method(Closure , Object , Object[] )\r\n at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ActionExecutor.<>c__DisplayClass10.<GetExecutor>b__9(Object instance, Object[] methodParameters)\r\n at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ActionExecutor.Execute(Object instance, Object[] arguments)\r\n at System.Web.Http.Controllers.ReflectedHttpActionDescriptor.ExecuteAsync(HttpControllerContext controllerContext, IDictionary`2 arguments, CancellationToken cancellationToken)\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Runtime.CompilerServices.TaskAwaiter`1.GetResult()\r\n at System.Web.Http.Controllers.ApiControllerActionInvoker.<InvokeActionAsyncCore>d__0.MoveNext()\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Runtime.CompilerServices.TaskAwaiter`1.GetResult()\r\n at System.Web.Http.Controllers.ActionFilterResult.<ExecuteAsync>d__2.MoveNext()\r\n--- End of stack trace from previous location where exception was thrown ---\r\n at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()\r\n at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)\r\n at System.Runtime.CompilerServices.TaskAwaiter`1.GetResult()\r\n at System.Web.Http.Dispatcher.HttpControllerDispatcher.<SendAsync>d__1.MoveNext()" } }

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Community Power Pla... on at

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Re: create opportunity in Dynamics based on email

Dear Michael,

Thanks to your remark that I should use the GUID for the currency, I looked up the correct GUID for the currency and now it is working.
I found the correct GUID in the browser after opening the currencypage.

Thanks,

W-J

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MitchC3 68 on at

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Re: create opportunity in Dynamics based on email

How did you find this? I can't seem to find the ID for US Dollar for my organization

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MitchC3 68 on at

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Re: create opportunity in Dynamics based on email

How did you get this GUID?

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Community Power Pla... on at

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Re: create opportunity in Dynamics based on email

Dear Mitch,

If you open the currency in your browser, you will get the GUID.

In my case the HTTP adress looks like this:

https://XXXXXX.crm4.dynamics.com/biz/transactioncurrencies/edit.aspx?id=%7b3DA9B2F7-887C-E511-80F0-3863BB358FA8%7d

The GUID is: 3DA9B2F7-887C-E511-80F0-3863BB358FA8 (the %7b and the %7d are markers for the beginning and ending of the GUID).

I hope this will help you further.

Another trick I used to find a lot of these GUID's is to send an e-mail to myself with flow with all the items I want to put in CRM. This flow is triggered after a new item has been created in CRM, I manually creat a new opportunity with all the correct items and flow sends me the valuas in GUID. In that way you can find GUID for users, items in a selectionbox etc.

Best regards,

Willem-Jan

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MitchC3 68 on at

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Re: create opportunity in Dynamics based on email

Wow thank you so much! The tip with the record created -> send email is incredibly helpful.

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