Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Copy paste lookup fiel...
Customer experience | Sales, Customer Insights,...
Answered

Copy paste lookup field value from a parent entity to a child entity

(0) ShareShare
ReportReport
Posted on by Community Member

Hi CRM colleagues, 

I want to copy paste the value from several lookup fields from a parent entity (account) to child entity (priceoffer)

I have several lookup field to copy/paste : Sales representative, Customer country, Customer language, Customer payment mode.

Those fields are on the both entity with same type, same mandatory rule, same target, ...

For sure I tried to use a workflow but it doesn't work as my fields are mandatory on the child entity form but not filled on create of the record.

How can I deal with that ? Do I need specific development to do so ? If yes, is there any example of code lines ?

Thanks !!

Xav

  • Community Member Profile Picture
    Community Member on at
    RE: Copy paste lookup field value from a parent entity to a child entity

    Hi

    Our use case is the following : 

    1. Sales representative creates their account

    2. Customer service transform prospect into a customer in the CRM system and fill mandatory lookup fields (sales representative, country, payment method, language, ...) 

    3. Sales representative creates their Sales offer on an existing customer that already have the mandatory inputs

    4. When the sales rep creates its sales offer, the mentionned fields are already loaded from the account linked (fields needs to have values on create and not after saving).

    5. The fields can then be modified on the sales offer if needed

    Regards

    Xav

  • Verified answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Copy paste lookup field value from a parent entity to a child entity

    Hello Xav,

    Before I will recommend anything can you please give me your usecase for that copying because depending on your scenario implementation can be different as well.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Daivat Vartak – Community Spotlight

We are honored to recognize Daivat Vartak as our March 2025 Community…

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Kudos to the February Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,575 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,493 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans