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Power Automate - Using Flows
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how we can update record From crm to F&O using Ms flow

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Posted on by 48

I have to update data from CRM to F&O using Ms flow can you help to this stuff

  • MJain Profile Picture
    2,450 on at
    Re: how we can update record From crm to F&O using Ms flow

    Hi @ishant28 ,

     

    Can you please further post screenshot of your flow with errors you are getting.

     

    Thanks

  • unbeatable Profile Picture
    48 on at
    Re: how we can update record From crm to F&O using Ms flow

    its not help my issue is not resolved

  • MJain Profile Picture
    2,450 on at
    Re: how we can update record From crm to F&O using Ms flow

    Hi @ishant28 ,

     

    The second step Get Record is not required since the trigger itself contains the account details. Regarding your F&O Action object id should be guid of F&O entity you are trying to update. 

     

    I just added a initialize variable step to show how you can use account id . When you select Value and click inside text , it should show somewhat similar to this. Start typing account in it and you will get Account

    Capture.JPG

     

    Thanks

  • unbeatable Profile Picture
    48 on at
    Re: how we can update record From crm to F&O using Ms flow

    it's taking too much time run ."Item identifier" in dynamic CRM how to find and "object id" in F&O how to find, please  tellitem identifier in dynamic crm how to find and object id how to finditem identifier in dynamic crm how to find and object id how to find

  • MJain Profile Picture
    2,450 on at
    Re: how we can update record From crm to F&O using Ms flow

    Hi @ishant28 ,

     

    The second step that you have done to F&O should be your third step if you are updating F&O record from CRM. Also action you should be using is Update Record in F&O and not execute action.

     

    Thanks

  • unbeatable Profile Picture
    48 on at
    Re: how we can update record From crm to F&O using Ms flow

    can you specify more details ??

  • unbeatable Profile Picture
    48 on at
    Re: how we can update record From crm to F&O using Ms flow

    yyyy.jpg

     

  • MJain Profile Picture
    2,450 on at
    Re: how we can update record From crm to F&O using Ms flow

    Hi @ishant28 ,

     

    Connector for Dynamics Fin & Operation is licensed as Premium one . Assuming you are doing this on create of CRM record , following steps will help you:

     

    1. Create a solution and give it your desired name

    2. Under that solution add new and add flow

    3. Start typing Common data service and select Common data service (current) as shown in screenshot

    4. Select Create , update or delete

    5. Select trigger condition as required (Create / Create or Delete ..)

    6. Select your entity name

    7. Select Scope

    8. Next select add action and type Dynamics it will show all connectors and Dynamics Fin & Ops will be shown as well . Select it and chose your action for this connector. 

    9. Do your mapping and go ahead.

     

    3.JPG2.JPG1.jpgCapture.JPG

     

    Thanks

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