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Microsoft Dynamics CRM (Archived)

how to create MultipleLookup in online CRM without using code?

Posted on by Microsoft Employee

how to create connect to three field using Lookup?

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  • Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: how to create MultipleLookup in online CRM without using code?

    Hi Sudheer,

    If any of the answer/s help you with you query, please mark them as Verified.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to create MultipleLookup in online CRM without using code?

    thank you suggestions.

  • Suggested answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: how to create MultipleLookup in online CRM without using code?

    Hi Sudheer

    In this instance you would create a workflow (real time) to pull the Area and Manager to the form) This will show once you have saved the page

  • Suggested answer
    Nadeeja Bomiriya Profile Picture
    Nadeeja Bomiriya 6,804 on at
    RE: how to create MultipleLookup in online CRM without using code?

    Hi Sudheer,

    I am assuming following.

    The "Bank Branch" entity includes below two fields and they are populated.

    1. Bank Area

    2. Bank Manager

    Inside a 4th entity (i.e. Account), you have "Bank Branch", "Bank Area", and "Bank Manager" fields.  When you populate "Bank Branch" field, you would like other two fields to automatically populate wth the relevant values from the "Bank Branch" record.

    If above assumption is correct, then you can use a real time workflow which triggers on change of "Bank Branch" field.  Inside the workflow, you can populate the Account entity's "Bank Area" and "Bank Manager" fields using the values from already populated "Bank Branch" field.

    If the assumption is not correct please let us know.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to create MultipleLookup in online CRM without using code?

    1.Bank Branch

    2.Bank Area

    3.Bank Manager

    when will created this three entities when we enter bank branch field remaining two fields related information will display how we can do that?

  • Verified answer
    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 on at
    RE: how to create MultipleLookup in online CRM without using code?

    Hi

    If you can give a little more information on what you are trying to do

    It seems like you want a single lookup to return 3 different entity values............Without code

    If this is the case then it cannot be done without code

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