Crm Minds

Tag: lookup

  • Dynamics 365 Shared Variables – Share data between Plugins

    Shared variables in Dynamics 365 plugins are essentially global variables that are accessible across all plugin steps and instances. These variables can be used to store data that needs to be shared across different steps of the plugin or across different instances of the same plugin. Using shared variables in…

  • Dynamics 365 Web Api – How to Set Lookup Field Value

    When updating lookup values, or using lookups in entities you must use the @odata.bind annotation to set the value. The syntax for this is: {field_name@odata.bind: “/entitypluralname(guid)”} Some examples: ownerid@odata.bind:”/systemusers(a30cbf7b-69cd-4299-b468-b4978f716af7)” opportunityid@odata.bind: “/opportunities(a30cbf7b-69cd-4299-b468-b4978f716af7)” For lookups that have different possible entity types(i.e regardingobjectid), this changes slightly (note the entity logical name at the…

  • How to Set Lookup Field Value Using JavaScript -Dynamics 365

    To set a lookup field value, you need 3 parameters. Id of the lookup record name of the lookup record entity name of the lookup entity Here is how to use these values to set an account lookup field. var lookupValue = new Array();lookupValue[0] = new Object();lookupValue[0].id = myAccountId;lookupValue[0].name =…

  • Dynamics 365 Multi-table lookups

    Multi-table lookups, are now finally live (Preview) for use via API or SDK. Multi-table lookups (polymorphic lookups) allow the creation of a lookup in one table that looks up records in multiple other tables at once. This provides much greater flexibility in retrieving data within your environments. Let’s imagine we…