F2 Lookup Features

<< Click to Display Table of Contents >>

Navigation:  QuoteWerks Help > CHAPTER 9: Contact Management Integration > Microsoft Dynamics CRM Integration > Using the MS CRM (Dynamics 365 Sales/Customer Engagement) Integration >

F2 Lookup Features

A list item in an F2 Lookup can be setup to retrieve information from your contact manager. For a list of fields available for use, go to Contacts -> Setup Contact Manager menu and click the DataLink Setup button. Under the Contact Manager Field drop down, you will see a list of all the fields you can use to pull additional information. Below is an example of their use, where Lastname is the field name.

Example:

~MSCRM_Macro(contact->lastname)

Note:See the F2 Lookup section in Customizing QuoteWerks for more details on the F2 Lookup feature.