Custom Lookup Field in Micosoft Dynamics

Anonymous
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Custom Lookup Field in Micosoft Dynamics

Has anyone managed to do this successfully? Would be interested in hearing how it was accomplished. Have seen some documentation on how this is done on the SFDC side but never on Dynamics. Any feedback would be appreciated. Thanks.
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Anonymous
Not applicable

Re: Custom Lookup Field in Micosoft Dynamics

Can you explain more about what you're looking for specifically? This term "lookup field" means nothing specifically for me.

Level 3

Re: Custom Lookup Field in Micosoft Dynamics


Hi,
We are looking for how marketo can  manage lookup field in Micosoft Dynamics correctly.

Adam, In MS CRM, you have a type of field which looks like a picklist, but it looks for value in another entity. For exemple, you can see a field Country on Prospect, where you have 200 Values, but those values are not directly on entity Prospect, but in another entity "country" in Dynamics. It's the same thing for campagn source of Dynamics.

How it works : Marketo takes the value from CRM and shows it on GUID Code : it means in Marketo you don't see the value you see in CRM but the kind of internal key which is associated to this value in CRM. So you need to translate it to readable things yourself.

What we see : if you update the value in Marketo, they can't update value of this look up field in CRM ... (use GUID or clear value)

Does sb has the same problem  ? Any body has experience about how to manage country for Marketo - MS Dynamics ? do you use picklist in Dynamics instead of look up field ?  
Anonymous
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Re: Custom Lookup Field in Micosoft Dynamics

Hi there, did you get an answer to this question? I have this question currently. thanks

Level 3

Re: Custom Lookup Field in Micosoft Dynamics

Hi Daniel,

Finally we created another string field in Marketo, and sync with a string field in CRM. Then a workflow is created on CRM side to update between the "string field" and "look up field".

Hope that helps.

Anonymous
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Re: Custom Lookup Field in Micosoft Dynamics

Hi jiuying LI Jiuying,

I wonder how "Finally we created another string field in Marketo, and sync with a string field in CRM. Then a workflow is created on CRM side to update between the "string field" and "look up field" works?

Does this method work with lookup fields that have many values?

e.g. if we had a "Country" lookup field that listed all of the countries in the world, would it be possible to create a workflow in Dynamics that updates the lookup field from the updated string field value, without having to write a workflow for each country? Or using your method to update the lookup field from the string field, have you just created a workflow in CRM for update the field for each possible value? Ideally, we're looking to avoid doing that given how time consuming that would be.

Thanks!

Re: Custom Lookup Field in Micosoft Dynamics

Being 2 years old, this thread is unlikely to be returned to.  Suggest you open a new thread and link back here for reference.

Anonymous
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Re: Custom Lookup Field in Micosoft Dynamics

Thanks for the advice Sanford Whiteman​.

I've started a new thread here: How to I update custom lookup fields from Microsoft Dynamics via Marketo?