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Microsoft Dynamics CRM (Archived)

Let workflow populate lookup field

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Posted on by 12

Dear reader,

I've been searching for this for quite some time. And even though I don't seem to be the only one, I still don't think I found the actual solution. Maybe it's perception, maybe just messing up search words, but here I am.

We've created a new entity called ActiveDirectory (lots of fields in there, being filled by SSIS directly from AD). I'd like to associate our systemuser entity with it.
So, in systemuser, I created a lookup field called "AD record". Works like a charm to manually fill it. But ofcourse I'd like that to happen automatically.
So I created a workflow with eeeeehm, well, I don't know! The AD entity contains at least two attributes (AD guid and username) that I could possibly match against, but I'm lost. 
If I use third party workflow steps like msdyncrmworkflowtools, I can query for and associate by URL (or other versions use GUID), but still the association doesn't seem to work and I can't get my "AD record" field to be populated.

This feels like somekind of every day business, but I just can't get it flying.

Any ideas?

Thanks for thinking along with me.
Regards,

Jeroen

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  • Suggested answer
    sandeepstw Profile Picture
    4,601 on at
    RE: Let workflow populate lookup field

    Hi Joroen,

    Create n:1 relation ship between system user and AD record entities and populate AD record using your dynamic source with regular basis.

    Verify if it helps !!

    Thanks,

  • Jeroen J Profile Picture
    12 on at
    RE: Let workflow populate lookup field

    Hi Sandeep,

    thanks for getting back this fast.

    Could you kindly explain your "dynamic souce with regular basis"? How should I do that?

  • Suggested answer
    BharatPremji Profile Picture
    2,485 on at
    RE: Let workflow populate lookup field

    Hi,

    Are you populating the ActiveDirectory entity in SSIS using the KingswaySoft connector?

    If so, you could populate the AD record lookup on the systemuser entity within the SSIS Package.

    Regards

    Bharat

  • Jeroen J Profile Picture
    12 on at
    RE: Let workflow populate lookup field

    Hi Bharat,

    thanks for the suggestion, but it already cost me about all my goodwill to get our middleware developers to fill the initial entity table. I really have to keep them out of this equation.
    @Sandeep, could you please elaborate what solution you see?

    thanks!

    Jeroen

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