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I am really new to the learning Dynamics 365 and probably think this would be an easy question to answer. I have created a custom entity. Now, I want to create custom fields across various entities forms like Opportunity, Quote etc. As I want to link this custom field to the Custom entity, this field would be a lookup field. But, now I want the values I set for the field in one entity to flow according to the process flow. For ex. if I put in some values in the Opportunity entity for this custom fields, when I start to build the project quotation from within the opportunity created, I want see the same values in the custom field create in the Quote entity. Just like the same Account data comes up as Potential Customer. Is there a way to this?
Ideally you should be able to do it using workflows in dynamics.
To know more about workflows, follow the link: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/workflow-processes
You can also read about other Processes like Power Automate and BPF that you can use to create custom business logic in CRM by following this link:https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/guide-staff-through-common-tasks-processes
Hope this helps.
Thanks and Regards,
Mark answer as verified if it helps.
As suggested by RajarajanS, you can use workflow for this. You can also use field mappings. Workflow tools are also useful to work around workflow's limitations. You could also use Flow/Power Automate.
Also relationships/mappings etc. are a basic thing in CE.
Consider taking a course 'Microsoft Dynamics 365 Customization and Configuration'.
It covers the following topics related to relationships and field mappings:
Manage entity ownership, manage entity properties, configure system entities, describe activity entities, configure entity ownership and entity properties, implement managed properties, configure custom entities and security roles, delete entities
Implement entity relationships
Define relationship types, create relationships, configure cascading rules, identify types of cascading behavior, work with hierarchical data, configure entity mapping, create connections and connection roles
Define and configure Microsoft Dynamics 365 fields
Identify field types, define field naming requirements, configure field properties and field display formats, implement option sets and two option fields, configure lookup fields and customer fields
Configure fields, configure field properties, use calculated fields, use rollup fields, configure global option sets, create alternate keys, configure field-level security and security roles, use status and status reasons, identify status reason transitions
Implement Microsoft Dynamics 365 views and visualizations
Taking this or a similar latest available course will take you 1-2 days and will pay off within a week/two.
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