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Customer experience | Sales, Customer Insights,...
Answered

How to update particular based on the other table data in dynamics 365 form

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Posted on by 102

i have a table Comments table with two columns:  

Code

comments

S01

test1

S03

test2

S04

test3

S06

test4

other one is Main table where user will update the activity code and comments should auto populate from the Comments table

how can i achieve this?

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  • Verified answer
    Pradeep Rai Profile Picture
    5,489 Moderator on at

    Hi,

    You can use Power Automate, Javascript and Plugin for the same.

    In Power Automate, you can set a trigger point on Create/Update of Code and based on code value it will go to comment table and will fetch record. Once record found then you can set it on Main Table comment field.

    In Javascript, you write onChange event whenever user changes the code value then you can fetch value and set it on comment table.

    In Plugin, logic will be same as power automate.

    Other way is, you can use dynamic CRM relationship for example you can have N:1 Relationship between Main Table and Comment table. Once you create relationship then you can use Quick View Form to show value from related table as described in below link:
    https://www.marksgroup.net/blog/dynamics-365-quick-view-forms/

  • Verified answer
    Amit Katariya007 Profile Picture
    10,409 Super User 2025 Season 2 on at

    If you need the data immediately/synchronized once user changes the code field on main form then go ahead with the JS(on change event of code field).... If u want to run this logic in Background then you can use power automate.

    Else if you just want to show comment field, then the best way will be Quick view form.. Where you will not have to do any customizations.....

    www.marksgroup.net/.../

    Thank you,

    Amit Katariya

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