"Expand Query" for Dynamics CRM is not fetching related data

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Posted on by DiptimanBadajen

Hi,

I'm using Flow for CRUD operation on Dynamics CRM data.

I'm trying to fetch all the related "Appointments" for a given "Contact" from CRM. For this I've already tried "Dynamics 356 - List Records" and "Dynamics 356 - List Records (V2)" actions/activities in the flow with "Expand Query" option (Contact_Appointments). This is a general 1:N relationship in default Dynamics CRM instance. However, the body of the response does not contain any related "Appointment" data. (I do not get any error message, the body only contains the "Contact" entity data). Following is the details of the action.

Dynamics 356 - List Records - Action

It would be really helpful if anyone can guide me how to achieve it.

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v-yamao-msft Microsoft Employee on at

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Hi DiptimanBadajen,

Please take this documentation about “OData system query options using the OData endpoint” for a reference:
https://msdn.microsoft.com/en-us/library/gg309461(v=crm.7).aspx#BKMK_expand

From the doc we know that “$expand directs that related records should be retrieved in the record or collection being retrieved.

If you want to retrieve related records, locate the name of the entity relationship that defines this relationship. You may have to view the entity relationship information in the application to correctly identify the relationship or the conceptual schema definition language (CSDL) for the Organization Data Service.

For example, to retrieve opportunity records related to accounts, use the opportunity_customer_accounts entity relationship. The query /AccountSet?$expand=opportunity_customer_accounts returns the opportunity records and the account records.”

Please try to configure the Expand query according to this doc.

Hope this could be a reference for you.

Best regards,
Mabel Mao

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Jim Daly Microsoft Employee on at

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@v-yamao-msft
The link you have provided is not correct.

This link is for an older OData v2. endpoint in CRM 2015.

You need to direct people to the current documentation for the Web API, which is located here:

https://docs.microsoft.com/en-us/powerapps/developer/common-data-service/webapi/query-data-web-api#apply-system-query-options

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