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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Show an account field ...
Microsoft Dynamics CRM (Archived)

Show an account field on the contact form

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Posted on by deeg 105

I would like a field on the contact form to show the information contained in a custom field on the related parent account.

The contact field does not need to be editable, it is purely for viewing and to save the user going backwards to the account to see this field. Is this possible?

The account field is a custom field that we created (business size in $$). In another CRM I used - I achieved this by creating a formula field to just show the data that was on the account - can't seem to figure this out in Dynamics.

Any help appreciated.

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    This isn't possible out of the box but you could create a custom field on the contact and make it read-only on the form and write a workflow to populate the field with the value from the related account whenever the account field changes.

  • Suggested answer
    Karth Profile Picture
    Karth on at

    If this field is available on the Parent Account, you could create a mapping between the source and the destination field in CRM.

    On the Accounts List View, click on Customize Entities -> 1:N Relationships -> Open the Relationship (contact_customer_accounts) -> Click on Mappings -> New Mapping -> Map the Source field (Account) to the Destination field (Contact).

    The source and the destination fields should have the same data type for the mapping to be configured successfully.

    The mapping will only work upon creation of the Contact record. Down the lane, if you change the value of the field on the Account form, the new value will not be reflected on the Contact form.

    The other option is to update this field on the contact form using the Real-time workflow, which I think will be the best option for you.

  • Suggested answer
    jlattimer Profile Picture
    jlattimer 24,562 on at

    If you are using CRM 2013 you could create a Quick View form that contains this field. Then you wouldn't have to worry about creating a mechanism to constantly update the field as the Quick View is read-only and always current. 

  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    I would recommend 1 of 3 things.

    1. Setting up a javascript web resource to that updates the field based on fetchxml to the associated account on the contact form.

    2. Setting up a mapping between the account and contact for when the contact is created, populate the field from the account.

    3. Creating a workflow on the account entity for when the custom field changes on the account, set the custom field on the contact.

    A combination of 2 and 3 would be the least amount of work.

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