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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Loading customer name ...
Customer experience | Sales, Customer Insights,...
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Loading customer name to customers field

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Posted on by Ruma1991 22
Hi All,
 
I want to display the customer's name on this Customers field when the form is loaded (The customer name should be retrieved from the respective opportunity). This field is a look-up field. Salespeople can create new activities (meetings, phone calls) to opportunity using this form.
 
So is there any way to display/edit and remove a customer's name on this Customers field without using JavaScript?
 
//
 
Thanks
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