Knowledge Base
Using an OData Field Lookup
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- Using an Odata Field Lookup
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- Setting up an Integration to Dynamics 365 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
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- Creating a Dynamics 365 Sales Bulk Data Source
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- Using an Entity Reference
- Using a MultiList Option Lookup
- Using an Activity Party
- Using an Entity Lookup
- 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 OData Field Lookup
1. On the Integration tab click on the Additional Columns tab.
2. Click on the Add Additional Column button.
3. The Additional Column window will open.
4. Name – Enter a name for the column.
5. Tab off the Name field to enable the Type field.
6. Type – Select OData Field Lookup from the Type dropdown list.
7. Service – Select the name of the web service to be used.
8. Return Field – Select the field that the OData lookup should return from the service.
9. If No Data – Select one of the following options:
Continue – Integration will continue to run even if no data is found.
Return default value – The lookup will return the default value if no data is found.
Return failure for current integration line – The current record will return a failure is no data is found.
Stop processing integrations – The integration will stop processing if no data is found.
10. Default Value – Enter the default value here if “Return default value” is used on the If No Data field.
11. 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.
12. Add additional criteria rows if required.
13. Save the settings.