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Good Day All
I have a Dynamics 365 Portal from within the portal the user navigates to their profile page, on load of the profile page I need to load a related record in a look up instead of the user simply clicking on the lookup, the related record should essentially Map to the lookup.
The question is, is it possible to load the related record into the lookup onload of the form using a liquid statement or JavaScript?
You assistance would be greatly appreciated
Yes it is possible to make an ajax call and get that record, but an easier way would be to add a quick view form on the CRM form for that lookup and the portal will support that quick view form, so you end up getting the information you need about that related record without clicking on the lookup itself.
Hope this helps.
Omar
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