Forum Discussion
Mitch Crump
Jul 17, 2018Copper Contributor
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?
spucelik
Microsoft
Jul 17, 2018Mitch...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
Jul 18, 2018Copper Contributor
Thanks, I'm having trouble finding more information on the BCS connection. Do you know of any documentation on it?