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I know OOTB that D365 for marketing does not currently support lookups. However, has anyone managed to do something custom to get around this limitation?
For example, a use case would be, something like product would be really useful on a form so you can capture interest in specific products and then use that to drive personalisation.
Mapping optionsets in a workflow in the background is not really viable.
Any other suggestion are welcome!
Please vote for this Idea. Without this function Dynamics365 for Marketing will never replace ClickDimensions or other Marketing suites.
Not only for country code/table, but for any tables on any stock and custom enitity. It's needed for maximum personalisation.
For anyone looking at this, there is now some ability to map lookups to form in D365 marketing. Still limited but it's at least something.
Hi Partner,
Because records in lookup field are actually data inside CRM, people couldn't access them without crm account and authentication.
Below is my thought to achieve your requirement:
1. Create a custom single line text field, let's name it "Product Name".
2. Create a static table(if you have many products) or just a static optionset drop down list for limitted products.
3. Hide Product Name by default, create custom javascript to grab selected item in static table/optionset, and sync text value to real mapped field.
(Make sure the real mapped field has been populated with valid text before submission)
4. Create a flow and trigger it when record is created or when record is updated,
add List records tile by applying Product Name value as filter to query the corrensponding Product record
5. Update the newly created/updated contact's real Product lookup field by retrieved id value from previous step.
Please let me know whether it could meet your requirement.
Regards,
Clofly
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