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Dynamics 365 Joined Entity fields

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Hello,

I'm building a flow connected to Dynamics 365 in which I want to list (via LIST RECORDS) all the closed opportunities from the Opportunity entity, and then email said as an HTML table.

All is working except for selecting my fields I want in the HTML table. When I try using the account field from opportunity, it will only give me the GUID linked to the actual account entity.

So I joined the accoun entity via the EXPAND line, yet I'm still not able to select any account entity field, only opportunity.

Fields listed in the picture are only from the Opportunity entity, when I research for Account fields, nothing shows up.

Any idea how to fix this? Is there something I'm doing wrong?

Thank you for you help.

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abm abm 32,865 Most Valuable Professional on at

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Hi @Anonymous ,

Please follow the below steps:

Expression value:
items('Apply_to_each')?['parentaccountid']?['name']

Test Results:

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yashag2255 24,769 Super User 2024 Season 1 on at

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Hi @Anonymous

You might want to look into this solved thread where I have explained how to get the account or any other related records information and create HTML tables from those with the required custom headers.

https://powerusers.microsoft.com/t5/Building-Flows/Sales-Rep-from-Dynamics-to-HTML-Table/m-p/291418#M30608

Hope this Helps!

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Community Power Pla... on at

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Hello @abm ,

I tried your solution and while it works to get the account name, it only works for the first one, and then it populates every other record with that account's name.

So for Example Record #1 has Contoso as account name, all the other records will have that as well, instead of their actual account names.

Thank you for your help!

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abm abm 32,865 Most Valuable Professional on at

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Hi @Anonymous ,

That can't be right. I just tested with two different account names for two opportunities. It did worked as expected. Please check your mapping names?

Thanks

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Community Power Pla... on at

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@abm

Here are some screenshots of my flow and the results:

And the results the first "Compte Name" being what they should have, vs what the flow is retrieving:

Thank you for your help!

EDIT: Just to be clear, when I look at the test results like you did in your first post, the inputs/outputs look fine, only when it goes into the HTML table that it seems it's not getting the right data.

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abm abm 32,865 Most Valuable Professional on at

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Hi @Anonymous ,

Yes I reproduced it and I can see it's setting the same value.

We need to use the array output here. So declare a variable array and append the results in the array. Set the array in the header. Please see below.

Next under the append array step use the expression

items('Apply_to_each')?['parentaccountid']?['name']

Let me know the results.

If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up.

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abm abm 32,865 Most Valuable Professional on at

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Hi @Anonymous

Also the last flow step below "Create HTML Table" set the Columns Automatic.

Thanks

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Community Power Pla... on at

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Hello @abm ,

The test flow fails since the accounts are string values. I don't even get to create the HTML table.
See the screenshot below:
Thank you for your help!

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abm abm 32,865 Most Valuable Professional on at

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Hi

See my screenshot where I defined as array. Yes the string will fail.

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Community Power Pla... on at

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@abm Okay it works now, but I only get the opportunity's account name.

Is it possible to add other columns?

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