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I can Patch Potential Customer (_customerid_value) to a quote record but I cannot access it in my App

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Posted on by dee2005

When I create quotes in PowerApps I can succesfully assign the Customer as an existing Account, but when I access the quote in my Apps I cant retrieve the Customer using ThisItem.'Potential Customer (_customerid_value)'

In my patch function I set 'Potential Customer (_customerid_value)': to a variable which contains the customer record. This works perfectly as I can see the customer when I export to PDF, But when I try to display the quote information in a gallery or a Screen I cant access it. In Dynamics interface and my word template it uses the field customeridname but that is not available in PowerApps.

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Microsoft Dataverse with Power Apps

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Fubar 8,505 Super User 2026 Season 1 on at

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As Customer can be either account or contact, in the Gallery you have to check isBank and isType and then display the appropriate value of the account/contact
https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/working-with-references#show-the-fields-of-a-customer
If( IsBlank( ThisItem.'Company Name' ), "", IsType( ThisItem.'Company Name', Accounts ), "Account: " & AsType( ThisItem.'Company Name', Accounts ).'Account Name', "Contact: " & AsType( ThisItem.'Company Name', Contacts ).'Full Name' )

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dee2005 95 on at

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Thank you @Fubar ,

This works

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pushpa2 4 on at

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How can I acheive the same issue to qualify the lead from leads to Opportunities using power apps

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dee2005 95 on at

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Can you elaborate a bit more?

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pushpa2 4 on at

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When we qualify the lead the data will move to Accounts,Contacts and Opportunities. Samething I want to acheive in Power app.I have written Patch function for Qualify button.The data is getting is saved in Accounts and Contacts.But in Opportunities the error is showing 'customerId value required' means Potential customer.

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