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Customer experience | Sales, Customer Insights,...
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Adding Look-up field to Marketing Form is an option but only gives you a blank field

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Posted on by 15

Hi Guys,

Trying to add a simply field on a marketing Form of Type Look-up.  You can create the field on the Marketing Form but its just blank and does not to the lookup.

This is on Dynamics 365 Online.  

This appears o be a bug- has anyone got a workaround as this look up is mandatory for the customer and its a primary lookup for their clients too!

Thanks!

I have the same question (0)
  • rthompson Profile Picture
    1,532 on at

    That should work.

    Would you please show a screenshot on what you are doing.

  • cloflyMao Profile Picture
    25,210 on at

    Hi Businessmechanix,

    You could take answer and discussion in the thread as reference:

    https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/381518/use-a-country-lookup-on-a-marketing-form

    In a word, you should check these:

      * whether "Marketing Service User" security role has organization level read privilege on entity of lookup field.

     *  whether your formloader js version would be proper.

      * follow the instruction in yellow notification when you are creating a new lookup type form field.

    Regards,

    Clofly

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