Lookup Details for Microsoft Dynamics CRM
Specifies the name/value type of the lookup procedure for Dynamics CRM.
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Examples
Prerequisites
- AgilePoint NX OnDemand (public cloud), or AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher.
Good to Know
- Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
How to Start
- On the Application Explorer screen, do one of these:
- Do one of these:
- Add a Single Select Lookup
control:
- On the eForm Builder screen, in the Toolbox, open the Advanced Controls
tab.
- On the Advanced Controls
tab, drag a Single Select Lookup
form control onto your eForm.
- On the eForm Builder screen, in the Toolbox, open the Advanced Controls
- Change a Single Select Lookup
control:
- On your eForm, click the control, and click Edit
.
- On your eForm, click the control, and click Edit
- Add a Single Select Lookup
- On the Single Select Lookup screen, in the Configure tab,
click Add Lookup
.
- On the Select Data Source Type screen,
select
Microsoft Dynamics CRM
.
- Click Next.
Fields
Field Name | Definition |
---|---|
Access Token |
|
Add New |
|
Lookup Name |
|
Lookup Type |
|
Next |
|