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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Update lookup field ba...
Customer experience | Sales, Customer Insights,...
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Update lookup field based on retrieved GUID value in form of a string on server side

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Posted on by Community Member Microsoft Employee

I have custom entities Contract Line and Price List Item. On Contract Line there is a lookup field Price List Item.

Depending on different conditions adequate Price List Item is determined.

I managed to query Price List Items entity to get the GUID of one record using Kaskela's Workflow Elements:Query - Get Results using custom FetchXML.
Returned GUID value is in form of a string.

What is now needed is to populate lookup field Price List Item with value based on retrieved GUID.

This logic needs to run on server side because new records will be created by import, not manually.

Is it possible to do this without creating custom plugin?

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Update lookup field based on retrieved GUID value in form of a string on server side

    Thank you Mehdi, you're right.

    When I first came across this solution it did not seem to me that it could be applied to my case, but now I went through all the steps and it worked.

    I imported version 8.1. When trying to import the latest version (8.2) an error message is displayed:

    You can only import solutions with a package version of 9.0 or earlier into this organization. Also, you can't import any solutions into this organization that were exported from Microsoft Dynamics 365 2011 or earlier.

    My organization is on version 1612 (9.0.15.9) but on-premise.

  • Verified answer
    meelamri Profile Picture
    meelamri 13,204 User Group Leader on at
    RE: Update lookup field based on retrieved GUID value in form of a string on server side

    Hi, 

    I believe that you can do it using TCS Tools.

    Please refer to this link you will find all the steps with some screenshots: 

    https://www.itaintboring.com/dynamics-crm/dynamics-crm-use-a-workflow-to-set-a-lookup/

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