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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IllerisJS 40 on at

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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

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LuHao 40,892 on at

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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.

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