The source in this case is SAP. The target is Microsoft Dynamics CRM. I am using Microsoft Dynamics CRM Scribe Adaptor.

I’m not an expert in Scribe (as yet) and I wanted to do a simple step. I wanted to get the GUID of a record in Microsoft CRM entity using a lookup field value.

The whole Scribe step is just an update to the Account form. I have the Contact name and I need to get the Contact GUID to input this GUID value (pointer to the Contact) into the Account form primary contact field. This is an N:1 relationship between Account and Contact.

So if the primary Contact name of an Account record is John Smith, the question was: how can I get the GUID of the John Smith contact to update the Account record.

Thanks to my colleague John Ball, the answer is to use the simple DBLookup function (formula).

To do that: Select the target Scribe CRM adaptor field. In my case this is custom_account_primarycontactid. Select it and then click formula. In the formula window look for the DBLooukup function. You can use the DBLookupCached function for an enhanced performance if your values are not changing before or after in any of the steps.

The formula should be something like that:

DBLOOKUPCached(S2 , “T”, “contactentity”, “contactname”, “custom_account_primarycontactid” )

That should be it. It’s quite simple.