Trying to create a note in Dynamics 365 from Sharepoint List

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Hi guys,

Like the title says, I'm trying to create notes in Dynamics 365 from a Sharepoint List.

The flow runs successfully if I don't map the "Regarding" and "Regarding Type" fields.

What I'm trying to do is put the ContactID in the Regarding Field and selected contacts as the entity type in the Regarding Type field. I'm pretty sure the problem lies here. However, I need to use these fields as the notes would go under a specific contact.

The error I'm getting is :

flow error.PNG

Your help is appreciated!

Cheers,
Kashif

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Using flows

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yashag2255 24,769 Super User 2024 Season 1 on at

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Hi @Anonymous

Can you please share more details on this? Can you share a screenshot of the flow (barring any sensitive information)? I just made a small test on my end and it works fine. I want to check how you are passing the regarding fields in the flow in particular.

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Community Power Pla... on at

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Hi Yash,
Thanks for the reply!

I've actually got the flow to work.

But what I'm struggling with right now is querying the result. Is there anyway to query just the Contact IDs from the Contacts entity? Because I've got a condition flow next that actually sees whether the ContactID from my Sharepoint list matches the Contact IDs that have been queried and then create the note if it equals to yes.

I also get an error which basically says a lot of data is being queried whereas the flow can handle only a fixed amount (I forgot what the error actually says, but this is what I made of it).

Cheers,
Kashif

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yashag2255 24,769 Super User 2024 Season 1 on at

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Hi @Anonymous

Can you share what is it that you mean by Contact ID? is it a custom field that you have created or is it the guid of the record that you want to get?

Either way you cannot restrict the fields that are coming in. You might want to add 2 in the top count to check if the results that are coming in are correct.

Have you tried using the Common Data Services (CDS) connector for this?

Hope this Helps!

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Community Power Pla... on at

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Hi Yash,

What I meant was:
When we are querying the Contacts entity, the entity and all its fields get querid. But wha would've helped was if I could query a certain field only.

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LeeHarris 1,026 on at

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Hi @Anonymous

It is possible to control which fields are returned if you use the Common Data Service (Current Environment) connector which is available when building your Flows within a Solution. It is good practice to return only the fields that you are interested in to avoid issues with large datasets being retrieved.

Also, if you know the SharePoint ContactId that you want to compare before you make the call to Dynamics 365 then you should be able to add another filter condition on the ContactId. Based on the field you are using for the order, this filter will be

int_contactid eq [DynamicValueHere]

Replace the value "DynamicValueHere" with the SharePoint Contact Id that you want to use for your comparison. Then add another action within an Apply to Each (on the list Contacts result) after the list records action to send the email. This will only be executed if a result is found in Dynamics matching the ContactId.

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