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Need the text value from a lookup table GUID in Dynamics 386 CRM using the When a row is selected (legacy) connector

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Posted on by Emmavr8

Hi There

I am trying to extract data from Dynamics 365 CRM dataverse, using the 'When a row is selected' trigger, and save it into a Sharepoint list, but I am struggling to get certain lookup data into the format that I want. I want the text values to pull through and not the GUID value.

All the assistance I have found online only uses the 'Get a row by ID' trigger and this is not want I want as I dont want to have to copy rows of records into my SP list by creating a new flow using each rows ID.

I have tried putting my lookup field into compose and initialize variables using the code from the help I have found online,
"_mylookup_value@OData.Community.Display.V1.FormattedValue", but this doesnt seem to work with the 'When a row is selected' trigger.

All my non-lookup data is pulling into my SP list perfectly with this flow. The Client field is the lookup column in the CRM table that I want in text value, see below image:

I have spent days trying to figure this out with no luck so any assistance to resolve would be greatly appreciated!!!

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wskinnermctc 6,519 Moderator on at

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Can you run the flow and show the output values of "When a record is selected" so that I can see the format of the outputs?

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Emmavr8 12 on at

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Hi @wskinnermctc

Yes sure, after running the flow, the below are the outputs from the trigger 'When a record is selected':

{
"body": {
"entity": {
"@odata.etag": "hwohyuoerwyoug"",
"stx_projectnumber": "03905",
"stx_dateoffirstinquiry": "2023-09-04T00:00:00Z",
"_stx_clientparent_value": "ef38e0ba-b8dc-ea11-a81a-000d3ab1141c",
"opportunityid": "fe9516e4-c54b-ee11-be6e-000d3ab0bc8b"
}
}
}

I'm not sure if you want the header outputs as well?

The output of _stx_clientparent_value is what is giving me the GUID and not the text value.

I look forward to hearing from you. Thanks so much.

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Matthy79 4,188 Super User 2024 Season 1 on at

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Hello @Emmavr8

What I don't understand in your first post is

"All the assistance I have found online only uses the 'Get a row by ID' trigger and this is not want I want as I dont want to have to copy rows of records into my SP list by creating a new flow using each rows ID. "

There is not "Get a row by ID" trigger. There is an action with this name and I'm pretty sure that this action should be the first step in your flow (after your current trigger). There you put in the table and the row-id you get from the trigger and you will have all the information you need to create your item. You wouldn't create any new flows or items or other stuff.

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Emmavr8 12 on at

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Hi @Matthy79

Thanks for your message. You are right, the 'Get a row by ID' isn't a trigger but an action. In all the help , it is used after the 'Manually trigger a flow' trigger, but I do not want to manually trigger the flow if possible.

The issue is there are about 100 rows that I want to copy into my SP list and as I understand, I would manually have to get the row ID for every single row to copy it into the SP list using the 'Get a row by ID' action? I thought that the "When a record is selected"' trigger would automatically get the ID of the row I selected in Dynamics CRM and then import this data to the SP list using 'Create Item' SP action.

The "When a record is selected"' trigger works fine for this purpose for all data types expect for lookup columns where it only copies the GUID, which as I understand should be linked to the selected item's ID anyway?
Sorry I am still new to using Power Automate.

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Emmavr8 12 on at

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Hi @Matthy79

I was being so silly!!! I completely forgot that I didnt have to add each rows ID manually because I could use the dynamic content from the "When a record is selected" trigger in the "Get a row by ID" action and then initialize the variable with the @OData.Community.Display.V1.FormattedValue to get the text value instead of the GUID. Flow below:

This works perfectly now, thanks very much for your help!!!

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