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Inheritance of data through forms

Microsoft Dynamics CRM Forum

Angel Cordova Rosario asked a question on 15 May 2019 9:29 AM

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Suggested Answer
How you could perform data inheritance from forms in the CRM
Example: 
Personalized entity: Quotation, Account
Where a Daughter entity (Quotation) receives some data from the parent entity (Account), through forms
I understand that there is a configuration that is made in the crm (form configuration), for this event to occur
You could support me with this inconvenience
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Suggested Answer

Hi

If you want to copy data from Parent entity to Child entity when the Child Entity record is created you can use Mapping

itsolutions.bdo.ca/.../using-field-mapping-in-microsoft-dynamics-crm-to-copy-data-between-associated-records

If you do not want to copy but want to display data from parent entity on a child entity form, you can use Quick View Form to display data from a Parent entity on a child entity form.

www.magnetismsolutions.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365

If the above suggestions does not help to resolve your issue, please share more detail on your requirement.

Reply
Suggested Answer

Hi

If you want to copy data from Parent entity to Child entity when the Child Entity record is created you can use Mapping

itsolutions.bdo.ca/.../using-field-mapping-in-microsoft-dynamics-crm-to-copy-data-between-associated-records

If you do not want to copy but want to display data from parent entity on a child entity form, you can use Quick View Form to display data from a Parent entity on a child entity form.

www.magnetismsolutions.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365

If the above suggestions does not help to resolve your issue, please share more detail on your requirement.

Reply

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