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Out of the box a 1:N relationship exists between Accounts and Contacts. Where certain fields are mapped under mappings to get them filled automatically. But I have observed that on entering an account on new contact create form none of the fields associated with contact get auto populated. Why this strange behavior, any suggestions would be highly appreciated.
Context : Dynamics CRM 365 online
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Hi
It is default behavior, if you want follow the below step.
Step:1 On change event of the existing account write a js function as based on the accountid
get the corresponding data from SDK.REST.retrieveRecord(AccountId, "Accout", null, null, getDetails, errorHandler)
Step:2 In the onsuccess method of getDetails set the value to the contact form.
"On entering an account on new contact create form none of the fields associated with contact get auto populated"- This is the default behavior, you need to write JavaScript to auto populate these fields when account is selected under lookup, out of the box mapping will work on in case of create from parent record.
Thanks
It looks like you want to autopopulate some fields when account is entered on Contact.
To do this you need to write a javascript code on change of account on contact form.
Refer this link:
Hi Mohd Tahir,
Mapping works, when you create a new record from an existing record. In your case you are not creating a new record from an existing one instead you are associating an existing record to a new record.
If you want to see the mapping working, go to any account>>click on add contact from the account form itself and then few fields of contact will auto-populate
Hello Mohd,
This is a natural behaviour of the CRM. When creating a contact from scratch, you can fill the account lookup but it won't map the fields because you didn't "came" from the account form.
But the mapping process occurs like in the following case : You create an account and save it. Then, on the account form, you try to add a new account from the sub grid on the up right of the windows.
You will see that the business phone of the contact will be populated with the account's phone. This mapping occurs because you have selected an account and created a contact from that.
Hope it helps.
Best regards,
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