Dynamics 365 Showing Customer Information In Another Entity Form

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Posted on by MrMull

Hi,

I am using Dynamics 365 CRM and require some help.

I have a Customer entity, and a Package entity.

The Package entity will have a Sender, and a Receiver, both of these are Customers from the Customer entity.

Also within Package I have a form which has three sections: Details, Sender, and Receiver. At the top of the Sender and Receiver sections there is a field for the Customer to be selected.

Under the Customer, I want to display the contact details (Name, Address, Date of Birth, Age, etc...) from the Customer Entity within the Package form, based on the customer which is selected.

How do I go about doing this?

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LuHao 40,888 on at

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RE: Dynamics 365 Showing Customer Information In Another Entity Form

Hi MrMull,

Using quick view forms is the most suitable solution.

Please refer to this blog to learn how to use quick view forms:

https://carldesouza.com/dynamics-crm-quick-view-forms/

If you have any doubts and concerns about the quick view forms, please feel free to ask here.
IllerisJS 40 on at

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RE: Dynamics 365 Showing Customer Information In Another Entity Form

First, I suggest you follow a PowerApps configuration training. The topic you need to look at is 'quick view forms'. They enable displaying information about for example your customer record, on the Package entity.

However: it rarely makes sense to build a custom 'customer' entity. You already have account & contact, and a customer column type...

This link contains some more info on quick view forms : docs.microsoft.com/.../quick-view-control-properties-legacy