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
Hey
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…
Yes. 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.
Hi 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 
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