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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / standard proposed values
Customer experience | Sales, Customer Insights,...
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standard proposed values

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Posted on by DiePic 448

Hi all

in D365sales, in opportunity I need to propose the values of fields in evidence
pastedimage1666789102658v1.png

how can I do that? can somebody indicate some link or video with samples or explanations?
thanx in advance

  • Verified answer
    Bipin D365 Profile Picture
    Bipin D365 28,981 Moderator on at
    RE: standard proposed values

    Hi,

    Write javascript to set default value when new record is created.

    carldesouza.com/.../

    FormType client api can be used to identify if record is creating for the first time

    learn.microsoft.com/.../getformtype

    setValue can be used to set field value

    learn.microsoft.com/.../setvalue

  • DiePic Profile Picture
    DiePic 448 on at
    RE: standard proposed values

    Hi Bipin Kumar 

    do you have some suggestion to expose default values on fields, when users insert data on the form?

  • DiePic Profile Picture
    DiePic 448 on at
    RE: standard proposed values

    Hi Bipin Kumar 

    I need a standard value suggested in the highlighted fields

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,981 Moderator on at
    RE: standard proposed values

    Hi,

    I don't quite understand your requirement/issue by the post description.

    Can you be more specific on what help do you need?

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