Hi,
I am fairly new to Dynamics 365 (CRM in general) development so I'm looking for guidance on the best practice (or bad practice to avoid) to implement this certain requirement. When creating a case and one of its field change, say a Contact field, it needs to pull related data records for that contact from an external system and then displayed in a subgrid in the case form. (We do not want to store this data in CRM, it has been decided to just get them as needed.) When the case gets saved, each of the related records will be stored in CRM as well. Thus, Case has one to many relationship with this entity. I know you could make an API call via javascript (taking into account CORS) or do the API call via custom action with plugin or custom workflow activity, but I'm not sure if this is the best way to do it. And how do you go about displaying them in the subgrid? The only way I found so far is to manually parse the result via javascript. Appreciate any help on this.
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