How to link Monday.com with Dynamics 365 Custom Entity using Zapier

Question

Hi, I am looking into the capability of Zapier to link our Dynamics 365 CRM with Monday.com and am having issues updating Custom Entities within D365.

I have set up the Trigger event in Monday.com with no issues. On Step 2 I have chosen “Update Custom Entity”.

In the Config stage the Entity was located in the “Custom Entity Action” field using the CRM field Name, but when I go into the second drop-down “Custom Entity” I am presented with just a list of logical names

I have searched in our CRM and the only Name field is the one entered into the first drop down box. I can see the Entity fields listed at the bottom of the window so I know I am in the right place, but have no idea how to proceed. Any assistance or guidance would be gratefully received!

Troy Tessalone · Answer

Hi ​@Chris_PHere’s more context…Zap Action: Microsoft Dynamics 365 - Update Custom EntityAction: ApplicationThis is the type of Entity to useEntity:This is the entity record to updateThis field expects the internal ID of the entity record to updateTry adding this Zap action: Microsoft Dynamics 365 - Find or Create Custom EntityThis will return the ID of the entity record to use to updateHelp link for dropdown field values:https://help.zapier.com/hc/en-us/articles/8496241696141-Add-custom-values-to-dropdown-menu-fields-in-Zaps

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