Post Entity and its Relationship with Lead Entity

Problem Statement: We have a recent requirement, where we had to make an SSRS report that will display the latest post against a Lead. 

Post as an Entity is not visible in customization, also in advance find of Lead, we do not have any related attributes from post. This makes it difficult to generate the query.

 

Graphical user interface, text, application, email Description automatically generated

 

Solution:

When we check the relationship between lead and POST, we find the below

A screenshot of a computer Description automatically generated

The entity named Post regarding is not present in customization and neither is visible in Advanced Find. 

 

If we check the advanced find for posts, we will not find any field that is providing related details of lead.

We can now use the below XML  Query to generate our SSRS report.

Graphical user interface, text, application, email Description automatically generated

Graphical user interface, text, application, email Description automatically generated

But if we go to edit columns and check the available columns, we will get a column named regarding.

Comments

Post a Comment

Popular posts from this blog

The supplied reference link is invalid Error in Cloudflows

Image
  Introduction :  When we add a new row in dynamics CRM, we might end up using the lookup data reterived in previous action. There might be times when the previous record has returned a null. In such cases we get the error-    {    "error" : {      "code" :  "0x0" ,      "message" :  "The supplied reference link --  contacts () -- is invalid. Expecting a reference link of the form /entityset(key)."   } }     For this example; I was creating a new record and wanted to use the Account and its contact as lookup in my new record. The reterived Account did not have a contact and so my flow failed.   Solution :  Use the below if condition, if(empty(triggerOutputs()?['body/_primarycontactid_value']), ' ', concat('contacts(',triggerOutputs()?['body/_primarycontactid_value'],')'))   In this conditio...
Read more

Set Dynamic Recipients of D365 Email in Power Automate

Image
  Introduction :  We can send email using D365 Connectors in Power Automate. To know about how to send emails, refer my blog: https://www.cloudfronts.com/send-d365-email-using-power-automate/   In this scenario where, the activity parties (TO, From, CC) ae static, we can easily send emails. However here is how we can set the activity party dynamically on the Email.       Solution: The create a record of Email message is as below, here we are entering the attributes of activity party, by clicking on "Switch to Input entire array" You will get the Array format, the participationtypemask is TO, FROM,CC while the partyid@data.bind is the email address. Now all you need to do is create a dynamic array, You can use append to array variable action to create an array with participationtypemask as per your requirement, pass this array as input to the Activity Parties field in create an email record.  
Read more

Retrieve Email Recipients (TO, CC, BCC) in Cloud Flow

Image
  Introduction: When we trigger a flow on Email Activity or retrieve email activity. However that does not provide us the recipient details of the email. Recipient details are stored as part of Activity  Party.    In this blog, we will understand how to retrieve the Email Recipients from the activity party of the email.   Solution: From Email messages you will get activity party. Reterive Activity Parties of that ID. Use Filter Array Action to get only the type of recipient you need. If you do not know the Partition type mask, you can check the output of List rows and read the formatted value. The Filter array output will you party type and party ID. In my case the party type was Users so I have used Party ID as input to get the User record.   Based on your party type and requirements, you can make use of the party id value which basically is your recipients 
Read more