web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to remove a field ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to remove a field value to be on another field

(0) ShareShare
ReportReport
Posted on by AA-29040843-0 2

I'm looking for a way to move the value from a field in one entity to another field in a different entity. This transfer should happen without disrupting any existing business rules or workflows associated with the original field.

For example, I have a department entity with a field named /WH./ I want the value in the /WH/ field to be automatically populated as the case type in another department entity.

 
I have the same question (0)
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Hi,
    To auto-populate fields can be done in a number of ways: calculate field, workflow, flow or js code...
    But need to figure these out:
    --Are these two fields in the same entity?
    --Is the value of one field copied to the other within the same record?
    --Or are the values copied from one record to another? Is there a link between the different records?
     
    It would be good to include a screenshot to help us make sense of the business logic.
  • Suggested answer
    AA-29040843-0 Profile Picture
    AA-29040843-0 2 on at
    @leah Ju I have a department with its own case types and fields. I'd like to convert this entire department into a case type within another department, transferring all existing cases and their associated processes.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
11manish Profile Picture

11manish 156

#2
ManoVerse Profile Picture

ManoVerse 153 Super User 2026 Season 1

#3
Zhilan Profile Picture

Zhilan 49

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans