How to Use a Dynamics 365 Finance Lookup

Learn how to use a Dynamics 365 Finance lookup in this step-by-step tutorial.

In this video, we walk through setting up a Finance & Operations lookup using Additional Columns in SmartConnect—covering how to select instances, companies, services, and return fields. You’ll also learn how to configure filters, handle missing data scenarios, and use options like late-bound lookups and scripting integration.

By the end, you’ll be able to enrich your integrations with accurate lookup data and greater flexibility. If you'd like to reach the documentation that goes with this, ⁠click here.