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Using a Multi Lookup

Using a Multi Lookup

  1. On the Integration tab click on Additional Columns tab.
  2. Click on 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 Multi Lookup.
  7. Organization – either select a static D365 organization that this lookup should always run against, or select Runtime Organization to perform the lookup against the destination organization.
  8. Entity – select the entity to perform the lookup against.
  9. Return option set codes – Option sets within D365 have a value (held in the database) and a label (shown to the end user). Default queries to D365 return the value for option sets rather than the label. The return option sets as label checkbox on D365 data sources will return the label linked to the option set instead of the value.
  10. Click Add Attribute – use the Attribute section to select a filter criteria.
  11. Return Fields – select the checkbox for the fields to be returned from D365.
  12. Return error if no data found – mark this checkbox if an error should be returned if no data is found. If left unchecked, the integration will process without passing data into this mapped field.
  1. Click Save.

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