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Microsoft Dynamics CRM (Archived)

populate regarding Field with only text to make crm prefilter

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Posted on by 220

Hi,

When we write something in the regarding field of an activity, the crm propose first record that correspond to what is written in the field.

I want to populate the text of regarding field with the name of the sender of a phonecall . the goal is to have proposed record linked to the sender.

In Javascript. 

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  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at

    Hi Dam,

    Please try below :

    rawishblog.wordpress.com/.../how-to-retrieve-lookup-value-and-set-it-on-another-lookup-field-in-dynamics-crm-2016-javascript

    just tweak the code to take value from call from rather then from regarding and vice versa.

  • Dc1 Profile Picture
    220 on at

    the probleme is : i want to search on all entity and i have No Guid... then it's not fill regarding object.

  • Dc1 Profile Picture
    220 on at

    I mean the regarding could go on an opportunity or on complain. for exemple. I juste want to prefilter the regarding not to fill in

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