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Using a Multi Lookup

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Using a Multi Lookup

  • SmartConnect 2021
  1. On the Integration tab click on Additional Columns tab.
  2. Click on the Add Additional Column button.

  1. The Additional Column window will open.
  2. Name – Enter a name for the column.
  3. Tab off the Name field to enable the Type field.
  4. Type – Select Multi Lookup from the Type dropdown list.

  1. Organization – Either select the CRM organization that this lookup should always run against or select Runtime Organization to perform the lookup against the destination organization.
  2. Entity – Select the entity to perform the lookup against.
  3. Click Add Attribute – Select an attribute and associated column.
  4. Return Fields – Click the Select Return Fields dropdown list and mark the checkbox for the fields to be returned from the CRM Server.
  5. Return error if no data found – Mark this checkbox if an error should be returned if no data is found.
  6. Save the column information.

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  • Microsoft Dynamics 365
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