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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / how to get primary con...
Microsoft Dynamics CRM (Archived)

how to get primary contact in case

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Posted on by sdnd2000 2,409

Hi, I want to have primary contact displayed in case form, I know I can get it from the quick view form, but what if I just need the name lookup field, nothing else, can I put that outside the quick view form ?

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  • Suggested answer
    Patrick Friedrich Profile Picture
    Patrick Friedrich 395 on at
    RE: how to get primary contact in case

    No, you can configure server side sync with an exchange profile.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: how to get primary contact in case

    Hi,

    I am having both CRM 2016 and exchange are on-prem.

    In this case is it required to configure email router?

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: how to get primary contact in case

    Not sure.. I'm still not getting it.. maybe you could draw something up quickly and post a screenshot (what you want to be able to see/do)

  • sdnd2000 Profile Picture
    sdnd2000 2,409 on at
    RE: how to get primary contact in case

    Basically, I want to populate this field automatically, in quick view form, it is able to achieve that, and workflow doesn't populate the lookup field.

  • ashlega Profile Picture
    ashlega 34,477 on at
    RE: how to get primary contact in case

    I'm missing something.. what is it you are trying to do? If you add that lookup, you'll see contact name right on the case form. You'll need to open contact record to update the name. But it's not different from the quick view form - they are readonly as well.

  • sdnd2000 Profile Picture
    sdnd2000 2,409 on at
    RE: how to get primary contact in case

    That is true, but I do not think it is able populate the value like the quick view form, got use workflow?

  • Verified answer
    ashlega Profile Picture
    ashlega 34,477 on at
    RE: how to get primary contact in case

    Hi sdnd,

     can't you just add primarycontactid field to the case form(I believe it's already there out of the box)?

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