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Microsoft Dynamics CRM (Archived)

Copy Produkt Name to Description of OrderPosition

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Posted on by 231

Since my head is starting to hurt and I'm now suspecting there is a really simple solution that I just can't see, I'll just ask you guys:

I'm new to D365 CRM (online) - well, to the entire D365 thing, to be honest - and currently trying to get the "standard" actions to work that I know I'll have to use from my experience with other platforms (SN/ARS mostly).

I've added a Search field onto case that's referencing salesorderdetail, but for some reason salesorderdetail uses salesorderdetailname as the field shown in my Search field - and that appears to be a "dead" field, as in "it's never filled". 

The salesorderdetail records are created from a grid on salesorder records, and to do so you don't use a proper form, but you can do it inline within the grid - just pick a Product and done.

How do I get the name of the Product to be copied over to the salesorderdetailname field? I mean I know how to write such a simple JS function, but I can't find a place to stick that function to.

I've also tried to do this through a Business Rule, but that's not helping either since I can't pick the Product (or the Product Name) as the source with which to fill salesorderdetailname.

Any suggestions on how to solve this?

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  • Verified answer
    Tomas Prokop Profile Picture
    590 on at

    Hi,

    I guess that by "Search field" you mean Lookup field. You can customize what is shown in the lookup dropdown using Lookup view.

    chrome_5F00_2018_2D00_08_2D00_14_5F00_23_2D00_59_2D00_39.png

     You cannot modify the primary field of the entity in the view:

    chrome_5F00_2018_2D00_08_2D00_14_5F00_23_2D00_59_2D00_39.png

    The name should be populated automatically when using Existing product. For Write-in product, you are using description field in the background.

    You can try to replicate these values with workflow but I had no luck with that since there is some internal logic for handling this in the salesorder entity.

    An alternative would be creating a custom entity and specifying Primary field:

    chrome_5F00_2018_2D00_08_2D00_15_5F00_00_2D00_02_2D00_34.png

  • DK-25061434-0 Profile Picture
    231 on at

    Oh - then I should probably concentrate on getting the "name populated automatically by Existing Product" again - looks like somethings broken in our environment if that's how it works ootB - because it doesn't do that for me.

    Thanks for the comprehensive answer!

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