Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Loading customer name ...
Customer experience | Sales, Customer Insights,...
Unanswered

Loading customer name to customers field

(1) ShareShare
ReportReport
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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,280 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,214 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans