Create a Lookup for Dynamics CRM

To create a lookup for Dynamics CRM, do the procedure in this topic.

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Good to Know

  • Documentation for Third-Party Integrations

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How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add a Auto Lookup control:
      1. On the eForm Builder screen, in the Toolbox, open the Advanced Controls tab.
      2. On the Advanced Controls tab, drag a Auto Lookup form control onto your eForm.
    • Change a Auto Lookup control:
      1. On your eForm, click the control, and click Edit .
  3. On the Configure tab, click Add Lookup .

Procedure

  1. On the Select Data Source Type screen, select Microsoft Dynamics CRM , and click Next.
  2. On the Lookup Details screen, in the Access Token field, select your Dynamics CRM access token.

    To create a new access token, click Add Token . For more information, refer to Access Token for Microsoft Dynamics CRM.

  3. In the Lookup Name field, enter a name for your lookup.
  4. Complete this field:
    Field Name Definition

    Lookup Type

    Function:
    Specifies the type of lookup procedure to do.
    Accepted Values:
    • Name/Value - The lookup gets data for specified name/value pairs.
    • Multiple Columns - The lookup gets data for more than one column.
    Default Value:
    Name/Value
    Example:
    Refer to:
  5. Click Next.
  6. On the Configure Lookup screen, do one of these:
  7. Click Finish.
  8. In the Bind Lookup Values To A Repeating Control (Optional) field, select a form control on your form to show the results of the lookup procedure.

    You can select a form control that can show repeating data. For example, Radio Button, Drop-Down List, or List Box.

  9. Complete the Execute This Lookup On field as necessary:
    Field Name Definition

    Execute This Lookup On

    Function:
    Specifies when the control does the data lookup.
    To Open this Field:
    1. In the Lookup Source field, select your lookup from the list.
    Accepted Values:
    • Form Load - Does the lookup when the form opens.
    • Related Field Value Change - Does the lookup when the value in a related field configured in your lookup changes.
    • Specific Field Value Change - Does the lookup when a value in a specific field on the eForm changes.
    • Form Load & Related Field Value Change - Does the lookup when the form opens or when there is a change in the value of the related field.

    In these settings, "related field value" means the value of a different field that can change the data the lookup gets. For example, changing the value of request mapping fields may change the data retrieved by a REST service lookup. Changing the value of a WHERE clause field may change the data retrieved by a database lookup. This setting monitors those fields and runs the lookup if the field values change.

    Default Value:
    Form Load & Related Field Value Change
  10. Complete the Execute on Session field as necessary:
    Field Name Definition

    Execute On Session

    Function:
    Specifies the sessions the lookup runs.
    Accepted Values:
    • First Session - The lookup runs only the first time the eForm loads in the form user's browser.
    • Subsequent Sessions - The lookup does not run the first time the eForm loads in the form user's browser, but runs all subsequent times the eForm loads.
    • Specific Sessions - The lookup runs only in the sessions, or page loads, specified by the numbers in the Enter Sessions field.
    Default Value:
    First Session