Knowledge Base
Using a Multi 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 Sales
- Creating a Dynamics 365 Sales Real-Time Data Source
- Creating a Dynamics 365 Sales Change Data Source
- Creating a Dynamics 365 Sales Bulk Data Source
- Setting up a Dynamics 365 Sales 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 Multi Lookup
- On the Integration tab click on Additional Columns tab.
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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.
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Type – select Multi Lookup from the Type dropdown list.
- 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.
- Entity – select the entity to perform the lookup against.
- Click Add Attribute – select an attribute and associated column.
- Return Fields – click the Select Return Fields dropdown list and mark the checkbox for the fields to be returned from Dynamics 365 Sales.
- Return error if no data found – mark this checkbox if an error should be returned if no data is found.
- Save the column information.
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