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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / relating fields betwee...
Customer experience | Sales, Customer Insights,...
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relating fields between different records

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Posted on by gary@yourentitysolu... 55

First. Thank you for your patience with an organic chemist tasked with supporting CRM in a small business. 

Example.

Contact / Client name John Johnson occasionally working with Lisa Johnson (also a Contact / Client).

I can use Connections to show the linkage between the 2 individuals.

pastedimage1581101776813v1.png

I would like to add a field to the contact form for John which is a link to Lisa's contact form. Some sort of lookup?

Be gentle. I will probably be back for a LOT more guidance.

Sincerely, 

Gary Bauer

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: relating fields between different records

    Gary,

    I'm glad you found an answer. I will close this thread for you.

  • gary@yourentitysolution.com Profile Picture
    gary@yourentitysolu... 55 on at
    RE: relating fields between different records

    I uncovered the answer myself.

    Thanks Gary

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: relating fields between different records

    Gary,

    Not sure that I understood. Did you get an answer?

  • Suggested answer
    gary@yourentitysolution.com Profile Picture
    gary@yourentitysolu... 55 on at
    RE: relating fields between different records

    Found a Field Data type - LOOKUP That solves the question.

    Thanks for jumping in.Annotation-2020_2D00_02_2D00_07-115342.png

    Gary

  • a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: relating fields between different records

    Hello Gary,

    Can you please post screenshot of the full form? I want to understand what is shown on your screenshot - is it quick view form, subgrid or something else...

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