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Hi, I have an excel spreadsheet with data about our used equipment (equipment object number, manufacturer, model number, serial number, price, hours used, etc..). The first piece of information on this spreadsheet is Equipment Object number. When I am in CRM and I go to make a used equipment quote the first piece of information it asks me for is this Equipment Object number. Upon entering that number, the fields for model number and manufacturer automatically populate with the correct information, but only these two fields. I would like for at least the price and serial number to auto populate as well. I know upon entering the Equipment Object number that the information to fill the other fields is being pulled from somewhere in the CRM, but I am not sure where, and I am not sure why it only pulls the manufacturer and model number. Also, these fields only auto populate when I enter the Equipment Object number. I tried filling in other fields and nothing auto populates.
Does anyone have any ideas as to how I can get this to work?
Thanks,
Jake
Hi, there are some alternatives you can use:
1. Use Quick View Control to render information from related entity when you fill an specific field.
docs.microsoft.com/.../quick-view-control-properties-legacy
docs.microsoft.com/.../create-edit-quick-view-forms
2. If you have a relationship between 2 entities and you create a record from one of the entities (source), you can use Entity Mappings to automatically have the data copied from one to another. So information will be inherited from parent entity.
docs.microsoft.com/.../map-entity-fields
3. You can use Javascript to populate fields.
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