Microsoft Dynamics CRM (Archived)

Automatically get Parent Account Data in Contact Quick Create

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Posted on by Mick_4711

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Hi together,

I've given a task that I can't solve and maybe somebody can help me....

So, when a client wants to create an opportunity and he wants to quick create a contact, who he needs,
the fields should be automatically filled out with the data (street, city, country, etc) of the parent account of the contact when chosen in the contact form (field Account Name).

Does anybody has an idea how to solve this problem?

Many thanks in advance and best regards

Mick

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Clem 2,541 on at

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Hello,

You can do this via some javascript.

On the OnChange event of the account field, you can perform a webapi call (example for webapi call in js : community.dynamics.com/.../260245) in order to retrieve your account data and push them into your contact form.

Regards,

Clément

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Mahendar Pal 45,095 on at

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In addition to that you can look sample code here http://himbap.com/blog/?p=2874

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Shidin Haridas 3,499 on at

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Do check out the link shared by Clement and Mahen.

Since you are on CRM 9.0, avoid using the Xrm.Page methods and use the 'getFormContext' methods as the former is going to be depreciated.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/clientapi/clientapi-form-context

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Alex Fun Wei Jie 33,628 on at

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Hi,

You can create a workflow to do so that if you do not want any code involved. But of course, it needs to wait until user click save.

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Mick_4711 552 on at

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Hi Wei,

Thanks for your answer.

I tried this workflow yesterday, but this didn't work unfortunately.

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Mick_4711 552 on at

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Hi Shidin,

We still use the 8.2 Version.

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Mick_4711 552 on at

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Hey Mahender,

thx very much. I'm gonna try this.

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Alex Fun Wei Jie 33,628 on at

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Hi,

If you are using workflow, the result only show up when the record is saved.

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Alex Fun Wei Jie 33,628 on at

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Hi,

I've made a short video for you to reference.

https://youtu.be/BqC2lUFVCAQ

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Mick_4711 552 on at

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Unbelievable, Wei!

Many many thx!

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