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I want to update the record of AX 7 (Operations) when CRM data is updated

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Posted on by nishiyama

When the data of the trading partner entity of CRM is updated, we would like to update customers data of AX7 customer entity.
I want to update the record with customer number acquired by CRM as a condition, but since I do not know how to describe the object ID, I can not update the customer data of AX7.
Those who know how to select records in the object ID field of the flow please let me know.
"When updating Dynamics 365 recorder" → "Update Dynamics 365 operation recorder"

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v-yamao-msft on at

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Re: I want to update the record of AX 7 (Operations) when CRM data is updated

Hi Nishiyama,

Thanks for your feedback. I will confirm from my side about how to describe the Object ID when using the action “Dynamics 365 for Operations>Update a record” and back to you once I got any useful documents.

Best regards,
Mabel Mao

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nishiyama 11 on at

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Re: I want to update the record of AX 7 (Operations) when CRM data is updated

Hi Mao,

Thank you for contacting me.
In the first article, the company number of the CRU partner is listed as a condition, but the CRU's GUID (business partner company) and AX's GUID (DAXIntegrationID) are automatically generated with the same number of digits.
First of all, if you identify the data using the object ID and change the GUID of CRM to DAXintegrationID AX,
I am very happy if it is possible to link the data under the condition of GUID.

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Jeroen 2 on at

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Re: I want to update the record of AX 7 (Operations) when CRM data is updated

Hello Mao where can i find the document

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nishiyama 11 on at

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Re: I want to update the record of AX 7 (Operations) when CRM data is updated

I solved the problem.
AX 7 holds key items that are set in the properties of the entity as metadata of Odata.
The item to be entered in the object ID of AX entity in Flow was that key item.
I confirmed that the key item of CustcustomerEntity is CustomerAccount, dataAreaID.
Correct processing was done by entering that key item.

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Ludwig Reinhard on at

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Re: I want to update the record of AX 7 (Operations) when CRM data is updated

Hi, What did you enter exactly in the object id?
Is it "CustomerAccount, dataAreaID" or did you replace the dataAreaId with an actual value?
I run into a similar issue and can't get that fixed.
Best regards,
Ludwig

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gouravjain00786 4 on at

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Re: I want to update the record of AX 7 (Operations) when CRM data is updated

Dear Mabel,

Have you got useful link?

Kind Regards
Gourav

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