Retrieve parent data based on the selected child record

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Posted on by Dineth

Hi All.

I want to retrieve parent data based on the selected child record. I m using Dynamics 365.

Accounts and Contacts entity relationship is 1:N.

I have an entity called Committee, in the main committee form I have a sub grid that is retrieving particular Contacts related to the Committee. When I click on the + sign on the top right corner in the sub grid it will pops up a form to add Contact details. Now what I want to do is, when I enter the Contact name I want to fill the relevant Account name automatically.

6560.d365.png

Committee and Contacts relationship is N:M

can some please help me with this.

Thanks.

Dineth.

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Dineth on at

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RE: Retrieve parent data based on the selected child record

Thanks Ravi,

I have used the w/f option.

Thanks.
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RaviKashyap 55,410 on at

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RE: Retrieve parent data based on the selected child record

Hi Dineth,

You could do this easily with real time workflow. The only thing is that it will be populated on create and not when you select the contact.

You could refer the below blog to achiev this using real time workflow.

www.powerobjects.com/.../retrieving-data-from-a-related-entity-crm-2013

If you want to populate it upon selecting contact then you need to write JavaScript/ WEB API request to retrieve the account name.

community.dynamics.com/.../ms-crm-2016-web-api-operations-retrieve-single-or-multiple-records

Hope this helps.