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be Hi All,
Basically, I have a customer version field on the Account Entity and want it to auto populated on the Case Form when the customer account is selected for a new case.
Any guidance is greatly appreciated.
Create quick view form of account entity and add the quick view form on case form using account lookup .
720 create d365 quick view forms in 3 easy steps
I will try this out and let you know.
Thanks for your quick response
If you want to only display the account information selected un the lookup field, you can use quick view form (docs.microsoft.com/.../create-edit-quick-view-forms).
If you want to populate fields based on the lookup record selected, try using business rules (docs.microsoft.com/.../mt826761(v=crm.8)).
Hope this helps.
If found usefull, kindly mark the answer as verified to help other members.
Charles Abi Khirs.
Business Applications communities