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Hello,
I'm new to CRM 365. I have a Case form that looks up a Contact's full name and populates the contact lookup field on the Case form. Along with the full name, I would like the contact's address, phone, city and state values from the Contact form to populate those same fields on the Case form with the full name lookup.
Does this require field mapping?
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Hi,
There isn't anything seems to be wrong in your workflow. It will trigger on create of Case records and populate the Address1: Street 1 field from Contact which is added as a customer. I think the problem is with the fields.
Can you share a screenshot of a case record for which you expected it to run and the related contact screenshot. I am suspecting that the street1 field doesn't have any values so even if it copies, it will be a blank value.
Hope this helps.
Is the scope of your workflow is set to organization?
www.sherweb.com/.../workflow-scope-security-dynamics-365
If still doesn't work, please share screenshot of your workflow.
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