How to select value of Full Name , Email , Phone number from "Contact entity" in custom entity ?

(0) Share

Report

Posted on by Community Member

Hello ,

I have created a custom entity e.g. "support" . I am manipulating the entity from Dynamic 365 Portal . I need to show Logged in user's "Full Name ", " Email" ," Phone number " in entity form. For that i have created lookup columns from "Contact" entity . Currently whenever a new user opens the entity form , fields are blank . I want those fields to be pre-populated according to logged in user . Any type of suggestion will be helpful .

*This post is locked for comments

I have the same question (0)

All responses (4)

Answers (1)

TomSmelser 1,570 on at

Like (1)

Report

Hello,

If I understand correctly one possible solution is a contact lookup field on the user record that links a user to a specific contact.

So you would need to set the matching contact to the user for each.

Then you could add some javascript on your Support form to lookup the user, retrieving the mapped contact.

Then use that contact to set your value on your form.

Good luck!

Was this reply helpful? Yes No
Aric Levin - MVP 30,190 Moderator on at

Like (1)

Report

Hi,

There are various options, but the two main ones are:

1. Use a quick view that will contain the Email and Phone Number fields. The lookup to the contact form will contain the full name. When the contact is selected, the quick view will display the other fields.

2. Use Web Api to retrieve the the Email and Phone Number fields from the contact form based on the selection of contact in the lookup control. Upon change of the lookup, call web api retrieve method to retrieve the contact fields. If using CRM 8.x you can CRM Rest Builder, or if using v9, you can use Xrm.WebApi in order to retreive the contact information.

Hope this helps.

Was this reply helpful? Yes No
Verified answer

Arpit Shrivastava 7,518 User Group Leader on at

Like (1)

Report

Hi,

If you want to auto-populate Portal Logged In User in Support Entity Form, use Entity Form Metadata.

Check below articles for more details:

https://community.adxstudio.com/products/adxstudio-portals/documentation/configuration-guide/entity-form/entity-form-metadata/

https://nishantrana.me/2017/02/21/using-entity-form-metadata-to-configure-the-entity-form-in-portal-in-dynamics-365/

If you find the answer as useful, please mark it as verified

Cheers
Arpit
https://arpitmscrmhunt.blogspot.in

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report

Thanks for Reply ,

Solved my problem .

Was this reply helpful? Yes No