have campaign name in the contact entity .

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Posted on by hedi bouneni

Hallo together,

i have two field in the entity contact the first one is a text field and the second one is a lookup field (entity Campaign).

i try to give a code from a campaign in the text field and i want to have automticly the name of this campaign in the lookup field.

can sameone help me thanx.

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StefanS365 3,575 Most Valuable Professional on at

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Hi Hedi,

Why not use only the lookup field to Campaign for this, and be sure the search fields include the Campaign Code field (is default).

So you can enter the code in the lookup field and it will find the Campaign record.

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hedi bouneni 19 on at

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hallo stefan,

It is not the perfect way

example : u have a campain with the code 123 and another with the code 1234 and another with code 12345

and u need the name of the campaign wit the code 123. if u give the code 123 in the lookup u will see the 3 name of compaign with the code (123,1234,12345) .

thanx for your opinion

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gdas 50,091 Moderator on at

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If my understanding is correct you want to display campaign code in the contact entity on select of campaign lookup. If this is your requirement , I would not recommend to create new field CampainCode in the contact entity as creating any additional field you need to do lot of additional task to sync the data with campaign entity. Let say in future you change the campaign code or name , in that case you need to update also the new field.

So better to create quick view form in campaign entity with campaign code and add the quick view form in the contact entity. Hope this make sense -

www.websan.com/.../720-create-d365-quick-view-forms-in-3-easy-steps

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StefanS365 3,575 Most Valuable Professional on at

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Hallo Hedi,

You need javascript for this or the Auto Complete custom control.

See thread where Goutam also replied to:

community.dynamics.com/.../how-to-implement-autocomplete-functionality-in-dynamics-crm-v9-uci

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