DBSync Cloud Workflow (iPaaS) : How to fetch the owner value in mscrm to map owner_id in dbsync

Created by Tushar Singh, last modified on Feb 03, 2020

Issue: To fetch the OwnerID from MSCRM in order to map for that particular user in DBSync

Solution:

Step 1: Create a quick view of the owner.

  • Select the view as ->Owner equals Name(click on lookup symbol and select the owner)

  • Click on SELECT  in select records form and click on Add to add the owner

 Step 2: Click on Download fetch XML button to download the XML file.

 Step 3: A Fetch XML file will be downloaded to the local system

  • Open the XML file and copy the respective OWNER_ID

Example:11-000D3<condition attribute="ownerid" operator="eq" uiname="Hamm, Jason" uitype="systemuser" value="{9C725523-191D-EA11-A8A5A7D43}" />

  • Paste the same OWNER_ID value to the respective field

Example:IF(VALUE("ownerid").equals("9C725523-191D-EA11-A8A5A7D43"),"BK"