Power Automate: Update A Lookup Column In Dataverse

Imported reference from Matthew Devaney's blog for learning purposes. Original: https://www.matthewdevaney.com/power-automate-update-a-lookup-column-in-dataverse/. Author: Matthew Devaney.

Power Automate: Update A Lookup Column In Dataverse Posted by - Matthew Devaney on - December 8, 2024 14 Comments

The Power Automate syntax to update a lookup column in Dataverse is difficult to memorize so I have written a quick-guide on how to do it. It requires you to know the entity set name of the lookup table and the unique identifier of the lookup record. Then you can use some special syntax to create the lookup column reference. Table of Contents

Introduction: Update The Primary Contact Of An Account

Identify The Lookup Column And Lookup Value In Dataverse

Get The Entity Set Name Of The Lookup Table

Update A Dataverse Lookup Column In Power Automate

Run The Power Automate Flow To Update A Lookup Column

Introduction: Update The Primary Contact Of An Account

The Dataverse Accounts table has a lookup column to the Contacts table named Primary Contact. A Power Automate flow is used to update the Dataverse lookup column with a Contact record.

Once the flow runs a Contact appears in the Accounts table.

Identify The Lookup Column And Lookup Value In Dataverse

To build the flow, we need to select an Account to update with a new Primary Contact and a Contact record to populate the field. We will use the A Datum Corporation included in the Accounts table sample data.

The A. Datum Corporation’s Primary Contact will be updated with the Contact Rene Valdes.

Get The Entity Set Name Of The Lookup Table

The syntax to populate a lookup column in Power Automate requires us to know the set name of the table. To get this open the Contact table, go to the Tools menu and select Copy set name .

To view the entity set name open Windows Notepad and press CTRL+V to paste. The entity set name of the Contact table is contacts .

Update A Dataverse Lookup Column In Power Automate

We are ready to build our Power Automate flow. Create a new flow with an instant trigger in Power Automate. Add a Dataverse – Update A Row action, select the Accounts table and input the unique identifier for the A. Datum Corporation in the Row Id field.

Populate the Primary Contact field with this code. The unique identifier for the Contact Rene Valdes should be used here.

/contacts(e4f24fe7-c768-eb11-b0b0-000d3ae8e48a)

Run The Power Automate Flow To Update A Lookup Column

The flow is now completed. Test the flow to make sure it works.

The Dataverse Account record for A. Datum Corporation now has Rene Valdes as the Primary Contact. Did You Enjoy This Article? 😺

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