Hi

We recently had a requirement to open new Task form on click of a ribbon button with Regarding field prefilled.

And as mentioned in the SDK, we can’t set the values for regarding lookups.

https://msdn.microsoft.com/en-us/library/gg334375.aspx#BKMK_SetLookupFieldValues

The workaround is to create custom parameters, set its value in JavaScript and use these values on the onLoad of the Form.

http://www.crmnerd.com/customizations/using-xrm.utility.openentityform-with-custom-parameters/

http://butenko.pro/2013/01/ms-crm-2011-open-new-activity-form-with-regarding-field-prefilled/#comment-134

Hope it helps..


Filed under: CRM 2011, CRM 2013, CRM 2015, Microsoft Dynamics CRM Tagged: CRM 2011, CRM 2013, CRM 2015, Microsoft Dynamics CRM