Check if Record Exists in D365 and update, else create new record?

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Posted on 17 Aug 2020 10:07:02 by GHCRM2020

Hi There!

I'm trying to create an MS flow that will link our cognito forms with our d365 crm. Specifically, I'm looking to do the following:

> A new entry is received to the specified cognito form

> An MS flow runs which searches to see if the company already exists on the CRM or not. If it does then it should update that record, if it does not then it should create an account record, contact record and a record in custom entity (Referrals)

The part bove is where I'm stuck. I can't work out how to tell it to check for duplicates.... does anyone have experience on this at all? I'm new to using this, so sorry if it's already been covered.

I've tried to say when a form is created, list all D365 Account records and put in a condition as the next step to look for any one of these items: contact name, phone, email, account or post-code, and if these are equal to anything supplied in the form, then just update that record, else create new, but it doesn't seem to work.

Any help would be awesome!

Thanks!

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Jcook 7,779 Most Valuable Professional on 18 Aug 2020 at 16:47:29

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Re: Check if Record Exists in D365 and update, else create new record?

Hi @GHCRM2020

Try this expression:

length(body('Filter_array'))
Mira Ghaly 11,409 Moderator on 18 Aug 2020 at 10:54:48

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Re: Check if Record Exists in D365 and update, else create new record?

@GHCRM2020
The error suggests that the list is empty ; your filter array is empty.
Can you tell me what is the issue you are facing with the List Records?
GHCRM2020 4 on 18 Aug 2020 at 07:31:36

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Re: Check if Record Exists in D365 and update, else create new record?

Hello @Mira_Ghaly and @Jcook,

So, my condition looks like this:
length(outputs('Filter_array')?['body/value']) I have added in a filter array as the query under List Records would not work.

The If Yes side looks as below:

Apply to Each> Value from List Records > Create a New Record in Custom Entity and set Organisation to the Account From List Records. This part fails and it seems to suggest the issue is with the condition: Unable to process template language expressions for action 'Condition' at line '1' and column '26182': 'The template language function 'length' expects its parameter to be an array or a string. The provided value is of type 'Null'. Please see https://aka.ms/logicexpressions#length for usage details.'.
Mira Ghaly 11,409 Moderator on 18 Aug 2020 at 01:16:32

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Re: Check if Record Exists in D365 and update, else create new record?

@GHCRM2020
Can you share your flow History for the failed part?
Jcook 7,779 Most Valuable Professional on 17 Aug 2020 at 22:31:48

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Re: Check if Record Exists in D365 and update, else create new record?

Hello @GHCRM2020

What is your length() expression look like?

Also what error are you receiving?
GHCRM2020 4 on 17 Aug 2020 at 15:22:58

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Re: Check if Record Exists in D365 and update, else create new record?

Hi @Mira_Ghaly ,

Thanks, this is helpful.

Just a question though, this pulls in the data i need, but for the condition I need this:
If yes - create a record in the custom entity relating to this account record; If no, create the new account, contact and custom entity records.

So underneath the condition in the Yes/No columns, I've added the CDS > Create New Record but fro the Yes option, it is failing and looks as though it is trying to apply this to ALL records, not just the one I need... am i missing something? Screenshot below for info.

Thanks!
Mira Ghaly 11,409 Moderator on 17 Aug 2020 at 10:34:31

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Re: Check if Record Exists in D365 and update, else create new record?

@GHCRM2020
You need to use List Records with a filter expression depending on the field that you want to match duplicate on , in the below example i am checking on fullname and you should replace '' with the value from the form that you want to match against.
Then you will add a condition expression to check if the List returned records then it has duplicates otherwise use the condition as below:
with Left hand side equals:
length(outputs('List_records')?['body/value']) is greater than 0 , Yes Do NOthing , No Create the records you are after.

If this post helps you with your problem, please mark your as Accepted solution.
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MG (Naturally Curious)