Forum Discussion

Mitch Crump's avatar
Mitch Crump
Copper Contributor
Jul 17, 2018

Document library column with Dynamics 365 lookup values

How would I go about creating a column in a SharePoint document library that looks up Customer Names in Dynamics 365?
Document Library
SharePoint Online
spucelik's avatar
spucelik
Icon for Microsoft rankMicrosoft
Jul 17, 2018

Mitch...the best way would be to create a BCS connection to the CRM entity and then use that "list" as the lookup source.  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.  Put the PowerShell script on a scheduler to keep the list current.

  • Mitch Crump's avatar
    Mitch Crump
    Copper Contributor
    Jul 18, 2018

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

      • Mitch Crump's avatar
        Mitch Crump
        Copper Contributor
        Jul 19, 2018

        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.

Resources