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MS Forms Into Dataverse / Case Creation Errors

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Posted on by widec

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.

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'.

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.

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 11,413 Moderator on at

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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.

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widec 45 on at

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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!

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Mira Ghaly 11,413 Moderator on at

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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?

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widec 45 on at

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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.

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

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widec 45 on at

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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)

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.

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