Knowledge Base
Using a Page Key Field Lookup
Browse Common Categories
- Adding a Run Map Task
- Adding an Email Task
- Defining Remaining Options
- Using a Custom Rolling Column
- Using a Translation
- Using a Date Calculation
- Using a Calculation
- Performing the Field Mapping
- Determining Source Grouping
- Defining an Integration Target
- Defining an Integration Source
- Populating the Integration Details
- Connecting to Dynamics 365 Customer Engagement using an OAuth Token
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using an Activity Party
- Using an Entity Lookup
- Setting up an Integration to Dynamics 365 Customer Engagement/CRM
- Creating a Dynamics 365 Customer Engagement/CRM Real-Time Data Source
- Creating a Dynamics 365 Customer Engagement/CRM Change Data Source
- Creating a Dynamics 365 Customer Engagement/CRM Bulk Data Source
- Setting up a Dynamics 365 Customer Engagement/CRM Connection
- Setting up an Integration to Dynamics CRM
- Creating a Dynamics CRM Real-Time Data Source
- Creating a Dynamics CRM Change Data Source
- Creating a Dynamics CRM Bulk Data Source
- Setting up a Dynamics CRM Connection
- Using a Relationship
- Using a List Option Lookup
- Using a Multi Lookup
- Using an Entity Reference
- Using an Activity Party
- Using an Entity Lookup
Using a Page Key Field Lookup
- On the Integration tab click on Additional Columns tab.
-
Click on Add Additional Column button.
- The Additional Column window will open.
- Name – enter a name for the column.
- Tab off the Name field to enable the Type field.
-
Type – select Page Key Lookup from the Type dropdown list.
- Service – select the name of the web service to be used.
- Service Url – displays the url associated with the Service that was selected.
-
Filter Fields – click Add Attribute to enter the matching details for the lookup.
- Field – Select the source Field column that contains the data to be matched to the Dynamics NAV data.
- Field Type – select the field type for the selected Field.
- Criteria – select the criteria field that matches the source field.
- Add additional criteria rows if required.
- Save the settings.
Support