Microsoft Dynamics 365 | Integration, Dataverse...

Is there a better way to handle state lookup fields?

(0) Share

Report

Posted on by mcrthomas

166

Our Dynamics 365 Sales platform syncs with our project management system. The state field in the PMS can only sync with the state lookup field in Dynamics. However our website submission form uses a text field for the state. In order to populate the state look up field with the state text field, I started building the workflow in the image below. It's a pretty basic cascading flow, but I have to believe there's a better way than having 50+ choices. In excel I would use IF or SWITCH to make this work. In our former CRM I used CASE formulas to build things like this. Any recommendations for an alternate workflow?

All responses (3)

Answers (0)

Sort by

Suggested answer

Jimmy Passeti 996 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

Hello,

I can´t see it in the image, but I assume you are validating the name of the state in the conditions.
What can be done is to use the "List rows" action for Dataverse, using the name as a filter and returning the searched line, then use it to update the record.

Regards,
Jimmy Passeti
✅ Please mark as Verified if this answered your question!
mcrthomas 166 on at

Like (0)

Report
Copy link

Link copied!

Thanks for the reply Jimmy, but this would still require the creation of 50 actions, more if we include Canada. I'm wondering if there is a scenario where I could use a formula or checking the state name against a sharepoint list.
mcrthomas 166 on at

Like (0)

Report
Copy link

Link copied!

I ended up teaching myself how to use a Sharepoint list of 50 states. The list has the full state name, the abbreviation, and the state ID from the Dataverse table. Now when a new address is added, I just need to look at the share point list for either the full or abbreviated state name and then update it with the state ID.