How to get the value from a specific column and row within an external data source using ExternalDataSources[]?

About this article

This article will explain what the ExternalDataSources[] function is and provide examples of how it can be utilized with the binding syntax in smart templates.

What is the ExternalDataSources[] function?
ExternalDataSources[] function examples

Prerequisites

Library and at least one Dynamics modules enabled
Templafy Desktop and Office VSTO add-in installed on the PC
Tenant admin/owner access or Space owner access

What is the ExternalDataSources[] function?

ExternalDataSources[] is a function that returns the values from a specific external data source row.

ExternalDataSource[] logic

Syntax	{{ExternalDataSources.DataSourceName[NameValueToLookUp].DataSourceColumnName}}

Please keep in mind that the Data smart field can also be utilized to capture data from a specific data source row.

ExternalDataSources[] function examples

In the examples below this external data source is used.

Please note that creating external data sources requires owner or admin rights to the tenant.

Example 1

Using the ExternalDataSources[] function with plain text to retrieve the CategoryName from the row that contains Category ID "3".

Plain text must be enclosed in quotation marks.

Binding	{{ExternalDataSources.Categories["3"].CategoryName}}
Input	n/a
Output	Confections

Example 2

Using the ExternalDataSources[] function with plain text to retrieve the Description from the row that contains Category ID "3".

Binding	{{ExternalDataSources.Categories["3"].Description}}
Input	n/a
Output	Desserts, candies, and sweet breads

Example 3

Using the ExternalDataSources[] function with plain text to retrieve the CategoryName based on the value of the "CategoryId" question originating from the response form:

Binding	{{ExternalDataSources.Categories[Form.CategoryId].CategoryName}}
Input	Form.CategoryId = "5"
Output	Grains/Cereals

Example 4

Using the ExternalDataSources[] function with plain text to retrieve the CategoryName based on the value of the "CategoryId" question originating from an App Connector:

Binding	{{ExternalDataSources.Categories[HostSystem.CategoryId].CategoryName}}
Input	HostSystem.CategoryId = "5"
Output	Grains/Cereals

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