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We recently added a CRM service instance on our K2 Five UAT platform to connect to a DYnamics 365 UAT instance (currently used only for contact management). This worked out and I can see contact information in K2 coming from Dynamics.

 

One of the fields we added to the Contact entity in Dynamics 365 has a global option set as choices, please see screenshot below.

16044i5EE6E5E3F2EED7C7.jpg

Does someone have an idea how I can do this?

 

Thanks!

Hi Romanca,


 


Perhaps, you can build a composite SmartObject to make use of the Contact and Academic Title entities.


https://help.k2.com/onlinehelp/K2Five/UserGuide/5.3/default.htm#How-Tos/SmartObject-Composite/SmartObjectBasicComposite.htm


 


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