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Microsoft Dynamics CRM (Archived)

I want to autopopulate 'recipient(lookup)' and 'phonenumber(text)' fields based on value selected in pick list field 'tocontact' on phone call entity.

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I want to autopopulate recipient and phone number fields based on value selected in pick list field 'tocontact' value on phone call entity. When phone call entity form is loaded in the pick list field 'tocontact' has values Customer,Supplier. Both customer and supplier are lookup entities to phone call.  When the pick list value for 'tocontact' is customer the recipient(lookup) and phonenumber(text) values must autopopulate with customer details and when selected with supplier must load with supplier details. How can this be achieved using Javascript.

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  • Dynamics365 Rocker Profile Picture
    7,755 on at
    RE: I want to autopopulate 'recipient(lookup)' and 'phonenumber(text)' fields based on value selected in pick list field 'tocontact' on phone call entity.

    Write Java Script on change of "To Contact" picklist field. Also call same script on save event as well.

    Follow below link to know how to write Java script:

    docs.microsoft.com/.../walkthrough-write-your-first-client-script

  • Sandy Hello Profile Picture
    342 on at
    RE: I want to autopopulate 'recipient(lookup)' and 'phonenumber(text)' fields based on value selected in pick list field 'tocontact' on phone call entity.

    I have completed this task

  • Dynamics365 Rocker Profile Picture
    7,755 on at
    RE: I want to autopopulate 'recipient(lookup)' and 'phonenumber(text)' fields based on value selected in pick list field 'tocontact' on phone call entity.

    Then Mark answer verified.. If it was helpful.

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