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

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Posted on by pskateel

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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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Amit Katariya007 5,801 Moderator on at

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

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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Pradeep Rai 5,490 Super User 2024 Season 2 on at

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

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/