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rp2018
Creator
Creator

How to extract Lookup,User,Customer,Owner and Virtual columns from Dynamics 365 CRM?

We are using tMicrosoftcrmInput component to extract data from Dynamics 365 CRM and encountering property not found.  Columns do exist but the types are Lookup, User, Customer, Owner and Virtual which are causing this issue.  Entities we are trying to pull  from are Account and Opportunity which are not custom entities.  Using Authentication Type (Online) and API Version (v2016(odata)).

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rp2018
Creator
Creator
Author

To extract Lookup,User,Customer,Owner and Virtual columns:

Use component tMicrosoftCrmInput, select Authentication Type: Online,

Api Version: V2011 and provide all of the connection information to connect to your CRM environment.

 

NOTE:  Set datatype to string for these fields when extracting.

 

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3 Replies
rp2018
Creator
Creator
Author

To extract Lookup,User,Customer,Owner and Virtual columns:

Use component tMicrosoftCrmInput, select Authentication Type: Online,

Api Version: V2011 and provide all of the connection information to connect to your CRM environment.

 

NOTE:  Set datatype to string for these fields when extracting.

 

Anonymous
Not applicable

Hello,

Thanks for sharing your solution with us and set this thread as solved.

Best regards

Sabrina

vishalg19
Contributor
Contributor

Hello

I am using Online v2018 Web App with delegated permission.

I am not able to pull lookup column its showing all as Null

msdn_accountmnager

while _mysdn_accountmanager_value gives me Guid. I have to use other entity to get Name of account manager

Is there any way we can pull Lookup column name directly without using other entity.