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Power Platform Community / Forums / Power Automate / Simple flow for CDS: H...
Power Automate
Answered

Simple flow for CDS: How to update owner

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Posted on by Microsoft Employee

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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  • Community Power Platform Member Profile Picture
    Microsoft Employee on at

    Annotation 2020-05-26 104735.jpg

     

    Annotation 2020-05-26 104806.jpg

  • MJain Profile Picture
    2,450 on at

    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

     

    Thanks

  • Community Power Platform Member Profile Picture
    Microsoft Employee on at

    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)" ? 

  • Verified answer
    v-litu-msft Profile Picture
    Microsoft Employee on at

    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:

    Annotation 2020-05-27 153556.jpg

     

    item()?['ItemInternalId']

    Annotation 2020-05-27 153610.jpg

     

    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.

  • Verified answer
    MJain Profile Picture
    2,450 on at

    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=

     

    Thanks

  • Verified answer
    Community Power Platform Member Profile Picture
    Microsoft Employee on at

    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:

    Annotation 2020-05-27 150032.jpg

     

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

    Annotation 2020-05-27 150206.jpg

     

     

     

  • MJain Profile Picture
    2,450 on at

    Hi @Anonymous ,

     

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

     

    Thanks

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