Skip to main content

Notifications

Service | Customer Service, Contact Center, Fie...
Unanswered

Get Dependency fields in MSD

Posted on by Microsoft Employee

Any possible to get standard  depency fields in MSD. In Case, customer field has account value then need to gave appropriate contact in contact field. How can  i get contact field as dependent for customer field.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Get Dependency fields in MSD

    Hi partner,

    May I know what is MSD? 

    API is not the best way to do this. I recommend yo to use Fetch xml to retrieve all the contacts based on the account id, and then set the contacts as view to contact lookup field.

    Please refer to the following blog.

    https://community.dynamics.com/365/b/dynamicspeople/posts/how-to-apply-filtering-to-lookup-value

    Best Regards,

    Leo

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Get Dependency fields in MSD

    Any possible to get standard  depency fields in MSD using API . In Case, customer field has account value then need to gave appropriate contact in contact field. How can  i get contact field as dependent for customer field.

  • LeoAlt Profile Picture
    LeoAlt 16,329 on at
    RE: Get Dependency fields in MSD

    Hi partner,

    Do you mean you want to filter contact look up records based on customer field?

    For example, if we choose account A as customer in case, then we could only choose contact A, and if we choose account B, then we could only choose contact B?

    If so, you could go to form editor and open contact field properties, select "Only show related records here".

    pastedimage1590126129849v1.png

    Best Regards,

    Leo

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans