Single Select Lookup > Microsoft Dynamics 365
This topic shows how to create a lookup with Microsoft Dynamics 365 as the data source for the Single Select Lookup form control.
Background and Setup
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
How to Start
- On the Single Select Lookup form control configuration screen, on the Configure tab,
click Add Lookup.
For information about how to open this screen, refer to Single Select Lookup form control.
- On the Select Data Source Type screen,
select
MS Dynamics 365.
- Click Next.
Lookup Details
Specifies the basic configuration for a lookup.
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Fields
Field Name | Definition |
---|---|
Access Token |
|
Add New |
|
Lookup Name |
|
Lookup Type |
|
Configure Lookup > Quick Config tab
Configures a lookup with the existing data format from your data source.
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Fields
Field Name | Definition |
---|---|
Entity |
|
Data Mapping - Name |
|
Data Mapping - Value |
|
Expand |
|
Collapse |
|
Add Filter |
|
Column Name |
|
Operator |
|
Delete Filter |
|
Configure Lookup > Advanced tab
Configures a WHERE clause for your query.
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Fields
The fields on this tab are disabled. They will be available in a future release.
Configure Lookup > Error Messages tab
Configures the message to show if the lookup does not return any data.
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Fields
Field Name | Definition |
---|---|
No Items Retrieved |
|
Lookup Failed |
|