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Simple flow for CDS: How to update owner

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Posted on 26 May 2020 15:52:32 by Community Power Pla...

I'm working on a simple flow. I want to change the owner of an account in Dynamics 365 if the product is a given type. How to I hard-code a change to the owner?

Here is what I have thus far:

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MJain 2,450 on 27 May 2020 at 20:09:29

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Re: Simple flow for CDS: How to update owner

Hi @Anonymous ,

Please mark the solution as accepted if you are good with the response.

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Community Power Pla... on 27 May 2020 at 20:07:21

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Re: Simple flow for CDS: How to update owner

I've found that, if Owner is to be updated in a flow, the Owner Type must be updated along with it:

see https://docs.microsoft.com/en-us/power-automate/connection-dynamics365
(there is similar requirement for updating 'customer' and 'regarding' fields).

To use the team or user name, use 'list records first', with a filter:

Use the 'Update a Record' step, with owner fields set:

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MJain 2,450 on 27 May 2020 at 13:19:25

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Re: Simple flow for CDS: How to update owner

Hi @Anonymous ,

When you open any record in D365 it has following format

https://yourcompany.crm.dynamics.com/main.aspx?appid=xxxxxxxx&forceUCI=1&pagetype=entityrecord&etn=entity&id=recordid

So when you open the user which you want to hard code just open that particular record and grab the last piece after id=

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v-litu-msft on 27 May 2020 at 07:39:51

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Re: Simple flow for CDS: How to update owner

Hi @Anonymous,

These User IDs are store in the User entity, you could use List records action to find John Doe's user ID, then use the ID to update the owner, for example:

item()?['ItemInternalId']

Best Regards,
Community Support Team _ Lin Tu
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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Community Power Pla... on 26 May 2020 at 16:29:47

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Re: Simple flow for CDS: How to update owner

I don't quite follow... it's a team owner that I want to use. So, /teams(guid)… I assume I need the guid for the specific team, but how do I get it? And are you being specific about entering it as "/teams(12345)" ?

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MJain 2,450 on 26 May 2020 at 16:00:01

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Re: Simple flow for CDS: How to update owner

Hi @Anonymous ,

You can use update record action and in owners part use /systemusers(guid) or /teams(guid) if you want to assign it to specific team

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Community Power Pla... on 26 May 2020 at 15:54:45

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Re: Simple flow for CDS: How to update owner

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