I have a Dynamics 365 App and valid connection. I am connecting fine, and am using the action: Find Account. How do I find an Account Name with wildcards? or contains? It works if I add an exact match in the Account Name field (‘Como’) but I dont have the full account name, just the start
+6Hey
The approach you applying there is not directly supported. But you could add a Filter by Zapier step where you could filter for Text contains como in the Account name. This is a helpful article for Filter by Zapier-https://zapier.com/blog/filter-by-zapier-guide/. Hope it helps!
Thanks. I assume for the filter to work for what I need, I would have to find all accounts in the step before, then filter to get a matching name. I’ll see what I can do…
+6Yes. That’s true to need to Find all the accounts before or if the information is available in your trigger. Then you can apply the Filter action.
+11Hi there
How did you get on with Sparsh’s suggestion of using a Filter to find a partial match on the name? Did it do the trick?
If not, perhaps you could use a Custom Action, or API Request action, to do a wildcard search - assuming Microsoft Dynamics 365’s API supports the use of wildcards when searching.
Keep us posted on your progress, want to make sure you’re all set 🙂
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
