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articles/connectors/connect-common-data-service.md

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@@ -155,73 +155,32 @@ For actions that return records, such as the **List records** action, you can us
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For more information about `$orderby` system query options, see [Common Data Service - Order results](https://docs.microsoft.com/powerapps/developer/common-data-service/webapi/query-data-web-api#order-results).
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### Best practices for advanced options
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## Field data types
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When you specify a value for a field in an action or trigger,
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the value's data type must match the field type whether you
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manually enter the value or select the value from the dynamic content list.
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Regardless whether you manually enter a value or select a value from the dynamic content list for a field in a trigger or action, the value's data type must match the field's required data type.
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This table describes some of field types and
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the required data types for their values.
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This table describes some field types and the data types that those fields require for their values.
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| Field type | Required data type | Description |
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|------------|--------------------|-------------|
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| Text fields | Single line of text | These fields require a single line of text or dynamic content that has the text type. <p><p>*Example fields*: **Description** and **Category** |
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| Integer fields | Whole number | Some fields require integer or dynamic content that has the integer type. <p><p>*Example fields*: **Percent Complete** and **Duration** |
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| Date fields | Date and Time | Some fields require a date with mm/dd/yyyy format or dynamic content that has the date type. <p><p>*Example fields*: **Created On**, **Start Date**, **Actual Start**, **Actual End**, and **Due Date** |
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| Fields requiring both a record ID and lookup type | Primary key | Some fields that reference another entity record require both a record ID and a lookup type. |
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| Field | Data type | Description |
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|-------|-----------|-------------|
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| Text field | Single line of text | Requires either a single line of text or dynamic content that has the text data type, for example: <p><p>- **Description** <br>- **Category** |
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| Integer field | Whole number | Requires either an integer or dynamic content that has the integer data type, for example: <p><p>- **Percent Complete** <br>- **Duration** |
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| Date field | Date and Time | Requires either a date in MM/DD/YYY format or dynamic content that has the date data type, for example: <p><p>- **Created On** <br>- **Start Date** <br>- **Actual Start** <br>- **Actual End** <br>- **Due Date** |
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| Field that references another entity record | Primary key | Requires both a record ID, such as a GUID, and a lookup type, which means that values from the dynamic content list won't work, for example: <p><p>- **Owner**: Must be a valid user ID or a team record ID. <br>- **Owner Type**: Must be a lookup type such as `systemusers` or `teams`, respectively. <p><p>- **Regarding**: Must be a valid record ID such as an account ID or a contact record ID. <br>- **Regarding Type**: Must be a lookup type such as `accounts` or `contacts`, respectively. <p><p>- **Customer**: Must be a valid record ID such as an account ID or contact record ID. <br>- **Customer Type**: Must be the lookup type, such as `accounts` or `contacts`, respectively. |
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Expanding on these field types, here are example fields in
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Dynamics 365 triggers and actions that require both a
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record ID and the lookup type. This requirement means
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values that you select from the dynamic list won't work.
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For example, this **Create a new record** action creates a new "Tasks" record and shows how some of these field types require values that match the required data types.
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| Field | Description |
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|-------|-------------|
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| **Owner** | Must be either a valid user ID or team record ID. |
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| **Owner Type** | Must be either `systemusers` or `teams`. |
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| **Regarding** | Must be a valid record ID, such as an account ID or contact record ID. |
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| **Regarding Type** | Must be a lookup type, such as `accounts` or `contacts`. |
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| **Customer** | Must be a valid record ID, such as an account ID or contact record ID. |
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| **Customer Type** | Must be the lookup type, such as `accounts` or `contacts`. |
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|||
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* The action assigns the new task record to a specific user ID, based on the record ID in the **Owner** field and the lookup type in the **Owner Type** field.
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In this example, the action named **Create a new record** creates a new task record:
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* The action adds an account record that's associated with the record ID in the **Regarding** field and the lookup type in the **Regarding Type** field.
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![Create task record with record IDs and lookup types](./media/connectors-create-api-crmonline/create-record-advanced.png)
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This action assigns the task record to a specific user ID or team record ID,
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based on the record ID in the **Owner** field and the lookup type in the **Owner Type** field:
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![Owner record ID and lookup type](./media/connectors-create-api-crmonline/owner-record-id-and-lookup-type.png)
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This action also adds an account record that's associated with the record ID
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added in the **Regarding** field and the lookup type in the **Regarding Type** field:
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![Regarding record ID and lookup type](./media/connectors-create-api-crmonline/regarding-record-id-lookup-type-account.png)
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## Find record ID
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To find a record ID, follow these steps:
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1. In Dynamics 365, open a record, such as an account record.
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2. On the actions toolbar, choose one of these steps:
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* Choose **Pop Out**. ![popout record](./media/connectors-create-api-crmonline/popout-record.png)
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* Choose **EMAIL A LINK** so you can copy the full URL into your default email program.
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The record ID appears in the URL between the `%7b` and `%7d` encoding characters:
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![Find record ID](./media/connectors-create-api-crmonline/find-record-ID.png)
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![Create task record with record IDs and lookup types](./media/connect-common-data-service/create-new-record-task-properties.png)
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## Connector reference
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For technical information based on the connector's Swagger description, such as triggers, actions, limits, and other details, see the the [connector's reference page](https://docs.microsoft.com/connectors/commondataservice/).
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## Next steps
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* Learn about other [connectors for Azure Logic Apps](../connectors/apis-list.md)
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* Learn about other [Logic Apps connectors](../connectors/apis-list.md)
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* Learn about other [connectors for Azure Logic Apps](../connectors/apis-list.md)
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