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Customer experience | Sales, Customer Insights,...
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Copying fields between entities

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Posted on by 50

Hi, 

I need to copy/mirror fields from one entity to another in the same solution. I need to make sure all field display name, schema names and field attributes are the same. 

I have tried to use the Attributes Factory tool in the XRM toolbox but haven't been able to use that correctly/successfully. 

I would appreciate any help you can provide.

Kind regards,

Inaam 

  • Suggested answer
    Tamilarasu Arunachalam Profile Picture
    558 on at
    RE: Copying fields between entities

    Hi Inaam,

    Try using quick view form, if the entities are related to one another

    Refer this https://learn.microsoft.com/en-us/dynamics365/customerengagement/on-premises/customize/create-edit-quick-view-forms

    If this solved your question, please mark as answered

    Thanks,

    Tamilarasu

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