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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Custom Field Question
Microsoft Dynamics CRM (Archived)

Custom Field Question

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Posted on by mcw1882

Is there a way to copy custom fields from one entity to another?

As an example;

Have a field in the account section that is linked to a field in the Locations entity and vice versa.

Is this possible to do? If so what would be the easiest way to do so (preferably without having to do anything with JScript)?

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  • Suggested answer
    Hosk Profile Picture
    Hosk on at

    If there is a lookup field on one of the entity then you can use that to update the record selected in the lookup

    I would use a workflow to update the other entity

    if the custom entity is a many to many relationship the you will need to create a plugin or use javascript

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