Lookup Details for Microsoft Dynamics CRM

Specifies the name/value type of the lookup procedure for Dynamics CRM.

Examples

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?

On the Application Explorer screen, do one of these:
- Open an eForm.
- Create an eForm in a Process.
Do one of these:
- Add a Single Select Lookup control:
  1. On the eForm Builder screen, in the Toolbox, open the Advanced Controls tab.
  2. On the Advanced Controls tab, drag a Single Select Lookup form control onto your eForm.
- Change a Single Select Lookup control:
  1. On your eForm, click the control, and click Edit .
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.

Field Name	Definition
Access Token	Function: Specifies the access token that connects to your data source. Accepted Values: A list of access tokens configured for your environment. Default Value: None Accepts Process Data Variables: No Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dynamics CRM (Example) Configure a Document Transfer activity
Add New	Opens this Screen: Access Token for Microsoft Dynamics CRM Function of this Screen: Configure an access token to connect to Dynamics CRM. Example: Refer to: (Example) How to Get the Access Token Credentials from Microsoft Dynamics CRM
Lookup Name	Function: Specifies the name you want to give to your lookup procedure. Accepted Values: One line of text that can have spaces. Default Value: None Accepts Process Data Variables: No Example: Refer to: (Example) How Do I Configure a Pop-Up Select Control to Bind the Lookup Values to a Data Grid?
Lookup Type	Function: Specifies the type of lookup procedure to do. Accepted Values: Name/Value - The lookup gets data for specified name/value pairs. Default Value: Name/Value Example: Refer to: (Example) How Do I Configure a Pop-Up Select Control to Bind the Lookup Values to a Data Grid?
Next	Opens this Screen: Configure Lookup for Microsoft Dynamics CRM > Name/Value - Configures a lookup with name/value pairs from Dynamics CRM..