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Power Platform Community / Forums / Power Automate / How do I find the reco...
Power Automate
Answered

How do I find the record ID or GUID for a lookup field within CRM?

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Posted on by Microsoft Employee

**Background:**

I have been working on this the past day and will appreciate any insight. I am creating a Logic App that automates the transfer of data from CosmosDB to CRM. My dilemma is that in creating my logic app, the fields are a 'lookup' field. I am unsure of where to find the GUIDs for these lookup fields.

This is what I have done so far:

 

jasmine2020_0-1596578027754.png

 

jasmine2020_2-1596578053320.png

 

 

 

 

 


**Dilemma:**

I am trying to find the record ID or GUID for the 'Feature Category' lookup field. How exactly do I do this? I researched where someone mentions to search within CosmosDB,how would I do this?

 

There are other articles that state you have to List Records' within the Logic App? However, I am not fully understanding this.

 

 

Any insight is greatly appreciated.

 

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  • Verified answer
    abm abm Profile Picture
    32,985 Most Valuable Professional on at

    Hi @jasmine2020 

     

    CRM lookup id (GUID) will be different.  Believe you have a Feature Category entity in CRM. What you need to do is filter the Feature category (text value) from Cosmos DB. See below.

     

    image.png

     

    This will return the GUID of the related record in CRM. Once you found the GUID map this value in your CRM action step.

     

    Thanks

  • jasmine2020 Profile Picture
    Microsoft Employee on at

    Thank you @abm 

     

    Ok I think I understand, so is the text located within my JSON parse? For example:

     

     

    jasmine2020_0-1596586282588.png

     

    Since I am wanting the Feature Category lookup, I would need to do this? 

    I just want to make sure this is correct

     

    jasmine2020_1-1596586626741.png

     

     

    And then I would need to examine the output of this to find the record GUID?

     

    Is there a way to query for all of the text names? How would I find each text  name within this entity (I only know about the ASME Azure because I ran this particular logic app)

     

    Thank you!

     

  • abm abm Profile Picture
    32,985 Most Valuable Professional on at

    Hi @jasmine2020 

     

    Yes that's correct. Map the Parse JSON related property (Feature Category) to your filter query. Then examine the output and get the GUID. Not sure what you meant by all text names?

     

    Thanks

  • jasmine2020 Profile Picture
    Microsoft Employee on at

    @abm Thank you.

     

     

    Because the GUID that will be produced is just the GUID for that particular text right? "ASME: Azure Stack", but I have a large dataset. How would I get all of the text names? Maybe I am just seeing one text name.

     

     

  • abm abm Profile Picture
    32,985 Most Valuable Professional on at

    Hi @jasmine2020 

     

    Are you asking how would you get all the text names from your Cosmos DB?

     

    Thanks

  • jasmine2020 Profile Picture
    Microsoft Employee on at

    Also, @abm ,

     

    I just ran this and got an error that says:

     

    jasmine2020_0-1596587920043.png

    jasmine2020_2-1596587952791.png

    Is there another keyword that I should use?

  • Verified answer
    abm abm Profile Picture
    32,985 Most Valuable Professional on at

    Hi @jasmine2020 

     

    That means the text is not stored under the field called 'name'. Open any feature category record in CRM. Click form customization and check the field schema name. Use that schema name. If not try ems_name. That might work. It's a pure guess.

  • jasmine2020 Profile Picture
    Microsoft Employee on at

    Ok I will try. Thank you @abm 

     

     

    Customization within this:

    jasmine2020_0-1596588310154.png

     

  • jasmine2020 Profile Picture
    Microsoft Employee on at

    @abm 

     

    Am I looking within the record in this location? (customization?)

    jasmine2020_0-1596588488373.png

     

  • abm abm Profile Picture
    32,985 Most Valuable Professional on at

    Hi @jasmine2020 

     

    Not that form. What you need to do is place the cursor inside the Feature category lookup. Browse and click new. Your other option is click the Advanced Find option and select Feature Category and download the FetchXML. Open the file and find the name.

     

    Thanks

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