Document library column with Dynamics 365 lookup values

Question

How would I go about creating a column in a SharePoint document library that looks up Customer Names in Dynamics 365?

spucelik · Answer

Mitch...the best way would be to create a BCS connection to the CRM entity and then use that "list" as the lookup source.&nbsp; Another way would be to use a PowerShell script to retrieve the CRM entity information and then populate a list in SharePoint that can be used as the lookup source.&nbsp; Put the PowerShell script on a scheduler to keep the list current.

mitch crump · Answer

Thanks, I'm having trouble finding more information on the BCS connection. Do you know of any documentation on it?

spucelik · Answer

This should provide step by step guidance.

mitch crump · Answer

Thank you for your time and help. Maybe because this is pretty new to me or it's dated, but I cannot find the walkthroughs. Only folders I see are Bin, Resources, SampleCode, Schemas, Templates, and Tools. I have extracted it multiple times and ran a few searches on my drive and the folders.

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Document library column with Dynamics 365 lookup values

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