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Power Platform Community / Forums / Power Automate / MS Forms Into Datavers...
Power Automate
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MS Forms Into Dataverse / Case Creation Errors

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Posted on by 45

Hello All, 

 

Thanks for taking time to look over my post. I am having issues with my flow and I think I need a push in the right direction. 

 

As shown in the image below, I have it set for when a response is submitted to create a case. This will be used for a inter company support system. So people within the company will go to this form and submit their response. When that happens I want a case created in CRM with their information listed. 

 

DallasChambers_1-1623951417120.png

 

I have it so all cases are tied to a specific account in CRM. I found that I needed to use the ID for the account to make it work. What my trouble is, is that the flow needs a contactID to create the case. Shown in the image below you can see the accountID and the contactID for my test user. I found that I needed to have the ID's in these fields after getting syntax errors repeatedly when using the dynamics fields that were from the form 'EX 'responders email'. 

 

DallasChambers_2-1623951612054.png

 

Where I am stuck is that these responses will be done many the members of the company. There is no way for me to grab their contactID's. The only reason that I was able to my example to work is because I have the ID for my test user in there. I don't know of a way to have that auto populate or a way to grab that information. The only place that I am able to see the contactID is from the URL on that contact record in CRM. 

 

DallasChambers_4-1623952061592.png

 

I am looking to have this work off of the who ever submits the form. However Power Automate needs the ID to work. Any thoughts or tips for me? 

 

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  • Mira Ghaly Profile Picture
    11,413 Moderator on at
    Re: MS Forms Into Dataverse / Case Creation Errors

    @Dallas-Chambers 

    In the MS Form that is submitted; are you capturing submitter email or any other details?

    If yes so you need when a Response is submitted to check if there is an existing contact using List Rows and ODATA Filter , if the contact exists grab the ID and save it from the Contact / OtherWise Create a new contact from the details in your form and use the generated id in your Add Row Case step.

     

     

  • widec Profile Picture
    45 on at
    Re: MS Forms Into Dataverse / Case Creation Errors

    Hello! @Mira_Ghaly 

     

    Thank you for your response on my post. It is very helpful with understanding the logic. I am very new to Power Automate and learning this as I go. The one part I don't understand is how to grab the ID from the contact. I only know that the ID lives in the URL on the contact record, so grabbing in Power Automate stumps me. Is there a way you can help me figure out how to grab that? Point me in the right direction on how to find and use that value. I would really appreciate the help. 

     

    Thanks!

  • Verified answer
    Mira Ghaly Profile Picture
    11,413 Moderator on at
    Re: MS Forms Into Dataverse / Case Creation Errors

    @Dallas-Chambers

    Sure, can I ask you if you have on the MSForm any identifier to the contact?

    In another words are you grabbing contact email or name?

     

  • widec Profile Picture
    45 on at
    Re: MS Forms Into Dataverse / Case Creation Errors

    Hello @Mira_Ghaly 

     

    Below is a screen shot of the form, where I am gathering that data.

     

    DallasChambers_0-1624295225791.png

     

    So far, here is my flow. I know it needs work but I am not sure how to really capture this information. 

     

    DallasChambers_1-1624298807564.png

     

     

  • widec Profile Picture
    45 on at
    Re: MS Forms Into Dataverse / Case Creation Errors

    @Mira_Ghaly 

     

    I have been working on this and found a way to find the contact id, (@search.objectid)

    DallasChambers_0-1624552552190.png

     

    Now that I have this in my Output, how would I even move that to a var? So I can put it in my case creation. That is what I don't know. 

     

    DallasChambers_1-1624552915673.png

     

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