<< 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 |
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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)
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