Dynamics CRM Support Blog
Problems configuring the CRM Outlook client? Use the wizard!
CRM Resource Center
FAQ About Technical SupportOnline | On-Premise
FAQ About Billing
Microsoft Dynamics CRM Developer Center and SDK
so...it's like this. I have a client that has a number of dialogs off the account entity. When a salesperson is on the account form, they will invoke one of these dialogs from a button on the ribbon. The dialog should be smart enough to understand what record it's being called from so that when someone hits the lookup to grab/associate a contact, the results will only show those records that are associated with the account.
I'm not sure how to go about doing this. Anyone have any insight?
Yes, it is possible to have a dialog grab account information in the dialog steps of the account it is running on. You can leverage this in the steps of a dialog by using Dynamic Values. You can look more into this at the link below:
I hope this is what you are looking for. If not, please provide a bit more information on what you are trying to accomplish.
Thanks,Lance SquiresSupport EngineerMicrosoft Dynamics CRM Support
Microsoft Dynamics GP Technical Support
This posting is provided "AS IS" with no warranties, and confers no rights.
Other Microsoft Sites
I'm a Customer
I'm a Partner
Use the official Twitter tags:
#MSDYNCOMM | #CONV13