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Override Look Up Field to External Data Source RRS feed

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    Hi, I want to override the look up field for account so that any time when user click on the look up field( the magnifying button), it will get data from external data source combine with CRM account data. I want it for CRM 2013. Greatly appreciate, If anyone share any solutions or idea how to accomplish it. I want to use the existing CRM lookup field and don't want to replace with another control and the data should be display as it shown in CRM.

    thanks

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    • Edited by Litonn Thursday, April 17, 2014 5:13 AM
    Thursday, April 17, 2014 5:03 AM

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    The proper way is to use something like Scribe or SSIS to integrate and bring the external values into a custom entity, and do a lookup to that entity.

    Alternatively, if those values are provided by a web service, you could write a script that retrieves the values (Assuming JSONP and/or CORS is used to avoid cross-domain restrictions), and programatically populate values in a drop-down (can't use lookup for this).

    • Proposed as answer by Nico-TMVP Thursday, April 17, 2014 11:29 AM
    Thursday, April 17, 2014 11:28 AM
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    You can make it look like a lookup, though.  You could make a web resource the size of a single field, put that on the form, then use JS to load a lookup-like HTML page that loads data from your external source.  We just did this in an environment where source data could not be copied into CRM, but they still needed to be able to point to it in its source system.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Thursday, April 17, 2014 1:42 PM
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    Hi, thanks for the reply. I'm also doing the same, but still looking for if anyone use the existing lookup control and able to override its event/method so that it retrieve data from external web resources instead looking into CRM data.

    Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your question.

    Thursday, April 17, 2014 3:20 PM
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    There's no supported method of doing that. You either have to push the data into CRM in advance, or roll your own lookup.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Thursday, April 17, 2014 7:15 PM