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Power Automate - Building Flows
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Synchronizing SharePoint list to Dynamics with PowerAutomate update failure

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Posted on by 44

I have a client who has a list in SharePoint and they are moving to Dynamics. In the interim they would like to continue using their SharePoint task list as they have for years but sync new assignments over to Dynamics as they come to help transition.  Before I update a Dynamics record I have been told I need to do a "List Records" and "Filter Query" to get the specific record needing the update. I am having trouble with the Filter Query to get the specific record to update. When I click on the Filter Query I don't get any Dynamics records as options only SharePoint ones. so I am manually typing in the field name in dynamics "BSC File No" which is the unique key for the list in SharePoint. My Query looks like this:

http://www.digitalcontentpros.com/DCP/Images/FlowError.GIF

I think I need to place a Dynamics Dynamic Field Control on the left then eq then the SharePoint Dynamic Field Control as I currently have. I am puzzled why I cannot see the Dynamics dynamic fields as options. Here is the error I am getting as I am running it now. http://www.digitalcontentpros.com/DCP/Images/FlowError2.GIF

 

I've seen online examples where the field is spelled out like I have done it but it is not working for me. I have searched the internet high and low for someone who has updated a Dynamics record from SharePoint with no luck. Can anyone help? 

  • GregGuth2 Profile Picture
    44 on at
    Re: Synchronizing SharePoint list to Dynamics with PowerAutomate update failure
    This worked perfectly! Thank you so much for the support. I see Dynamics is just like SharePoint and has real field names under the hood that never have spaces in them and then the display name. I'm now learning more about Dynamics which I really appreciate.
     
    -Greg Guth
  • Verified answer
    abm abm Profile Picture
    32,506 Most Valuable Professional on at
    Re: Synchronizing SharePoint list to Dynamics with PowerAutomate update failure

    Hi @GregGuth2 

     

    The dynamic records will be available after you defined the step. So that means in your List Records (D365 connector) you won't be able to select the D365 Entity fields as dynamic. 

     

    The error link you posted is showing the same result as your first link. Please check.

     

    You need to find the D365 Entity Assignments schema name. Generally the display name and schema names can be different. Display names can be spaces which I believe you are using here hence you getting the error. You can find the schema names in couple of ways.

     

    Open the record in D365. Click form customisation. Double click the BSC File No field. Check the schema name.

     

    Another way to find is click the Advanced Find Query. Select 'Assignments' then under the filter select BSC File No then click download FetchXML. Open the file in notepad or your favourite editor. You can see the actual schema name of the field. Looks  like BSC File No is a custom filed. I am pretty sure you will have a prefix with underscore to start with. xx_BSCFileNo, something like that. 

     

    Thanks

     

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