web
You’re offline. This is a read only version of the page.
close
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 / Microsoft Dynamics CRM (Archived) / Custom field for contacts
Microsoft Dynamics CRM (Archived)

Custom field for contacts

(0) ShareShare
ReportReport
Posted on by petrtim 20

Hello, 

I have question about fields.  We need to store in crm additional contact for task. They can be maximum 4.  Therefore we have added field to the task conName1, conLastName1, conEmail1, conName2 etc.. 

How to simply edit thies fields? My idea is, that I will f.e. create Iframe, with button, when I will click on button, the modal dialog with contacts will be shown. On close I will update the fields in crmobject. 

Is it right way? Or there is better solution? 

(Last I worked with crm3 so I am new in Dynamics 365)

Thanks

Petr

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at

    Hi,

    Instead you can have same field on Task, then on create and update you can trigger system workflow to sync the data.

  • petrtim Profile Picture
    petrtim 20 on at

    Yes, but I am interested in: how to do, that form with contacts will be displayed..

  • Suggested answer
    Sreevalli Profile Picture
    Sreevalli 3,256 on at

    Hi Again.

    If you just want to show the contact form when the contact is populated then you should go for "Quick View Forms" http://www.websan.com/blog/item/720-create-d365-quick-view-forms-in-3-easy-steps.

    When you want to edit the field from task and same needs to be saved on the corresponding contact. then you must create the fields with same properties on Task entity, then from the system workflow that should trigger on Task create and update(of contact related fields) then under step select update of contact then map the respective fields under properties, activate it to see the result.

    sample properties snap,

    Screenshot-2019_2D00_04_2D00_08-at-11.34.24-AM.png

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

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans