Dynamics 365 – Associating entities


Dynamics 365 Marketing supports linking records with each other via the use of lookup fields— for example linking a Contact to an Account, or associating an Account with an Owner.

#Mapping lookup fields

When mapping fields between WordPress and Dynamics via the WP Fusion settings, lookup fields will be indicated in the dropdowns with a Lookup Field badge.

#Updating lookup fields

You can update a lookup field to link a contact to another entity. The syntax for this is the entity name, followed by the entity’s ID in parenthesis. For example

  • /systemusers(5cfb32d8-dbb4-ed11-9885-6045bd01004c): To set a contact’s owner
  • /accounts(bb49b790-c3b6-ed11-83fe-002248041c09): To set a contact’s account

If you try to sync a value with a lookup field that does not match this pattern, WP Fusion will record a notice to the logs, and the data will be removed from the payload being sent to the CRM (to avoid an API error).

For more information on working with lookup fields and associated entities, see Associate and disassociate entities using the web API.

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