web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

Lookup fields on marketing forms?

(1) ShareShare
ReportReport
Posted on by 629

I know OOTB that D365 for marketing does not currently support lookups.  However, has anyone managed to do something custom to get around this limitation? 

For example, a use case would be, something like product would be really useful on a form so you can capture interest in specific products and then use that to drive personalisation.

Mapping optionsets in a workflow in the background is not really viable. 

Any other suggestion are welcome!

I have the same question (0)
  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Partner,

    Because records in lookup field are actually data inside CRM, people couldn't access them without crm account and authentication.

    Below is my thought to achieve your requirement:

    1. Create a custom single line text field, let's name it "Product Name".

    2. Create a static table(if you have many products) or just a static optionset drop down list for limitted products.

    3. Hide Product Name by default, create custom javascript to grab selected item in static table/optionset, and sync text value to real mapped field. 

    (Make sure the real mapped field has been populated with valid text before submission)

    4. Create a flow and trigger it when record is created or when record is updated,

    add List records tile by applying Product Name value as filter to query the corrensponding Product record

    5. Update the newly created/updated contact's real Product lookup field by retrieved id value from previous step.

    Please let me know whether it could meet your requirement.

    Regards,

    Clofly  

  • Luke12345678 Profile Picture
    629 on at

    For anyone looking at this, there is now some ability to map lookups to form in D365 marketing. Still limited but it's at least something.

  • themax Profile Picture
    5 on at

    Please vote for this Idea. Without this function Dynamics365 for Marketing will never replace ClickDimensions or other Marketing suites.

    Not only for country code/table, but for any tables on any stock and custom enitity. It's needed for maximum personalisation.

    experience.dynamics.com/.../

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 170 Super User 2025 Season 2

#2
#ManoVerse Profile Picture

#ManoVerse 61

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 52 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans