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Customer experience | Sales, Customer Insights,...
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D365 Marketing Form | Lookup field error

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Posted on by 641

Hi,

I hosted a marketing form via a D365 Marketing landing page.

Unfortunately, the lookup fields wont work as intended because I receive the notification "There was a problem retrieving items" Try again later and the console shows also an error

pastedimage1673355155641v1.png

any sugesstions? I am System Administrator and relevance search is enabeld.

  • Suggested answer
    Leco Lv Profile Picture
    on at
    RE: D365 Marketing Form | Lookup field error

    Hi partner,

    I found a document about troubleshooting lookup fields on marketing forms, I hope it will be useful to you. learn.microsoft.com/.../marketing-fields

    1.The lookup data you will be configuring will be available on the Internet. You will need to assess which personally identifiable and sensitive information might be made available online. Once you acknowledge that by enabling the related option, you are able to complete the configuration.

    2.Define contact and lead mapping. If you choose to map both, they should return the same type of entity for the mapping to be completed.

    3.For each entity you select for the mapping, define:

       The view that controls which values are shown. If you want to show all the active values only, you can select the related view. For example, if you are configuring an Account lookup, you can select the Active Accounts view.

       The attribute used for searching. For example, the Account name could be used for an Account lookup.

    4.Check the security roles for the configuration you selected.

    5.Check field-level security access.

  • Stevie_nld Profile Picture
    34 on at
    RE: D365 Marketing Form | Lookup field error

    Hi latfio.

    No it's the Marketing Service User actually accessing the form via the Marketingpage.

    You can also check this answer in an earlier topic  Use a Country lookup on a Marketing Form

    Kind regards<

    Stevie

  • mneumayer Profile Picture
    641 on at
    RE: D365 Marketing Form | Lookup field error

    Hey Stevie!

    I am System Administrator so this should not be the issue or? Moreover it lookup should be available on a form embeded onto a marketing page for external visitors. What would the custom entity privilege change?

  • Stevie_nld Profile Picture
    34 on at
    RE: D365 Marketing Form | Lookup field error

    Hi,

    If it is a lookup to a custom entity make sure the Marketing Service User has access to that entity.
    Could that be the issue?

  • mneumayer Profile Picture
    641 on at
    RE: D365 Marketing Form | Lookup field error

    Any other suggestions?

  • mneumayer Profile Picture
    641 on at
    RE: D365 Marketing Form | Lookup field error

    Hey thank you for the fast reply! Yes I can confirm that this setting is enabled.

    pastedimage1673359074344v1.png

    [quote user="Dsouza_28"]

    Hi, 

    can you confirm if you have activated public viewing for the lookup filed?

    pastedimage1673355726959v1.png

    [/quote]
  • Suggested answer
    Dsouza_28 Profile Picture
    7 on at
    RE: D365 Marketing Form | Lookup field error

    Hi, 

    can you confirm if you have activated public viewing for the lookup filed?

    pastedimage1673355726959v1.png

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