To create a calculated field on the Quote Product form that references the "Concatenate Account Name" from the Account table, you'll need to follow these steps:
Create a Lookup Field:
Add the Calculated Field:
Define the Calculation:
Account.LookupFieldName.ConcatenateAccountName
LookupFieldName
Save and Publish:
This setup will ensure that the calculated field on the Quote Product form dynamically pulls the "Concatenate Account Name" value from the related Account record.
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-ArchitectMadhan
You're looking to create a calculated field on the Quote Product entity that retrieves a value from a related Account record. This is a common requirement and can be achieved using calculated fields in Dynamics 365. Here's a step-by-step guide:
Understanding the Relationship:
Steps to Create the Calculated Field:
Quote.accountid.concatenate_account_name
Quote
accountid
concatenate_account_name
Important Considerations:
Example Scenario:
Quote.accountid.new_concatenateaccountname
By following these steps, you can successfully create a calculated field on the Quote Product entity that retrieves the "Concatenate Account Name" value from the related Account record.
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