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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested Answer

How to include Contact GUID as related field in Cases Advanced Find

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Posted on by 25

Is it possible to include the Contact GUID (primary key) in a related entity view in Advanced Find? For example, if I am pulling a list in Advanced Find for Cases, and want to include the Contact GUID primary key for the related Contact. I am able to see the Contact name as a related column in Advanced Find, but not the actual GUID.

Is this possible to accomplish without creating a free text field, mapping/importing the Contact GUID to that free text field, and including that free text field in the Case Advanced Find view?

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    on at

    Hi,

    The GUID cannot be input directly into the Advanced Find.

    But you can achieve it by downloading fetchXML from the Advanced Find and then inputting the GUID into it.

    Here is an example.

    pastedimage1654245279951v2.png

    pastedimage1654245294418v3.jpeg

    Then you can use the fetchXML to query data.

    Use FetchXML to query data (Microsoft Dataverse) - Power Apps | Microsoft Docs

    There is a tool in XMLToolBox called FexchXML Builder which helps a lot on it.

    FetchXML Builder for XrmToolBox - empower yourself to achieve more.

  • tattmardiff Profile Picture
    25 on at

    Nya - I am looking to have the Contact ID GUID as a column in the view, not as a filter as I see it in your XML example. Is that possible?

  • Suggested answer
    Bipin D365 Profile Picture
    28,981 Moderator on at

    Hi,

    With advanced find export to excel you will only get related lookup field name only.

    I have since learnt of a very easy technique using Power Apps - https://make.powerapps.com/ there you can choose an Entity such as Phone Calls, click 'Edit data in Excel' - this produces a spreadsheet full of data for each field of each record including the GUIDs of the associated regarding records which is exactly what is was after.

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