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How to set Lookup Field Value in D365 Sales from dropdown Menu using Canvas App

Posted on by 35

Hi Community , 

In my D365 Project ,

I have a Meeting entity edit form and I want to set Regarding (Lookup Field) value on my submit button using Canvas App.

Here I attached screenshot for reference.

pastedimage1657018720033v1.png

How Can I set Regarding lookup field value in D365 Sales from dropdown menu of Canvas App once I click on Submit button.?

pastedimage1657018916333v2.png

Anyone can Help?

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  • Kalp Shah Profile Picture
    Kalp Shah 35 on at
    RE: How to set Lookup Field Value in D365 Sales from dropdown Menu using Canvas App

    If you want to send data in CRM you want to use patch function. Here I mention the patch function code please use it.

    In my case I have to send Meeting data and update in CRM record using patch function.

    Patch(Meetings, Defaults(Meetings),{Regarding: LookUp(Contacts, Contact = GUID(Dropdown2.Selected.Contact))} , {Subject: DataCardValue4.Text} , {'Start Time': DateValue3.SelectedDate + Time(Value(HourValue3.Selected.Value),Value(MinuteValue3.Selected.Value),"0")} , {'End Time': DateValue4.SelectedDate} , {IsDraft: DataCardValue8.SelectedItems},{Location:DataCardValue5.Text});

    It's work properly.

    Thanks

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