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Customer experience | Sales, Customer Insights,...
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How to set Filed value automatically using plugin

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I have a requirement that if I select any employee name from look up field than other field such as employee id which is a text field and employee addres(Multiple line of text fi;ed) should be auto pipulated.Suppose entity is an account and how to fullfill requirement using dynamics 365 crm plugin

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  • Community Member Profile Picture
    on at

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    [quote user="khan zubair"]

    I have a requirement that if I select any employee name from look up field than other field such as employee id which is a text field and employee addres(Multiple line of text fi;ed) should be auto pipulated.Suppose entity is an account and how to fullfill requirement using dynamics 365 crm plugin

    [/quote]
  • Suggested answer
    Johao Larios Profile Picture
    1,795 on at

    Hello Khan,

    For this approach I recommend you use a business rule or a Java Script, both work on the client site so, everytime your users change the lookup, the other fields will be auto populated.

    Business rule:  docs.microsoft.com/.../create-business-rules-recommendations-apply-logic-form

    For Javascript, this is the lastest documentation : docs.microsoft.com/.../clientapi-form-context

  • Community Member Profile Picture
    on at

    I know but I want to use plugin to achieve it. My question is how I can do it using plugin?

  • Johao Larios Profile Picture
    1,795 on at

    Hello Khan,

    thanks for let us know. So, do you know the complete code to achieve that? or a portion of code? have you tried anything yet? Please be aware that the plugin will get triggered until you save the record. 

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