web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / I want to take the val...
Service | Customer Service, Contact Center, Fie...
Suggested Answer

I want to take the value of a lookup field on Case entity and copy that to a list view (Associated CI Tab on Case entity)

(0) ShareShare
ReportReport
Posted on by Bigred57 55

pastedimage1649425335336v1.pngpastedimage1649425378769v2.png+

I have the same question (0)
  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,983 Moderator on at

    Hi,

    You can achieve this with Real time workflow on create of Associated CI record.

    You can also write JS code to auto populate based on Case lookup on Associated CI record.

    Please mark my answer verified if this is helpful!

    Regards,

    Bipin Kumar

    Follow my Blog: xrmdynamicscrm.wordpress.com/

  • Bigred57 Profile Picture
    Bigred57 55 on at

    Thank you for this response. I actually understand what needs to be done, I just can't seem to put the actual steps together. Could you possibly add some screen shots or steps to help get me started?

  • Suggested answer
    Amit Katariya007 Profile Picture
    Amit Katariya007 10,409 Moderator on at

    Hello Bigred,

    Can you please confirm below questions ?

    when populating the Lookup value in the "C1" field it should be also available on the "Associated C1" Sub-grid Automatically?

    If yes then is it possible that you will have more than 1 Record in the "Associated C1" Sub-grid ?

    Also if you have more than 1 record in "Associated C1" Sub-grid then what will be the Value in "C1" Lookup ?

    Can you let me know what is the relationship type for the above C1 Lookup with contact Like 1:N, N:1 , N:N ?

    Thank you,

    Amit Katariya

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

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Congratulations to the February Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Service | Customer Service, Contact Center, Field Service, Guides

#1
NeerajPawar Profile Picture

NeerajPawar 31

#2
Robert Bailey Upzoids Profile Picture

Robert Bailey Upzoids 20

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 19 Super User 2026 Season 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans