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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Autofill Fields from a...
Microsoft Dynamics CRM (Archived)

Autofill Fields from another entity

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Posted on by Community Member Microsoft Employee

Hi experts,

In my project service entity form I have created a field "Primary Contact" which is a lookup from the contact entity. I also created a field called "Phone Number". 

Now, when the user selects the contact from the lookup field, I would like the phone number field to automatically be populated corresponding to that contact.

How can I establish this without coding? Also, I would like for the field to populate on selection of the lookup and not on save of the form.

Thanks,

Jon

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  • Suggested answer
    nfernandezba Profile Picture
    nfernandezba 210 on at
    RE: Autofill Fields from another entity

    You don't need any code. The phone field has to be a calculated field. Then you can configure the calculation to be the same as the Contact's phone.

    Regards,

    Nicolás.

  • Suggested answer
    Preeti Sharma Profile Picture
    Preeti Sharma 2,678 on at
    RE: Autofill Fields from another entity

    Hi,

    You can achieve it using javascript. Please check below link:

    community.dynamics.com/.../228382

    Thanks:)

  • Aman Anvaria Profile Picture
    Aman Anvaria 306 on at
    RE: Autofill Fields from another entity

    Hi Jon,

    You can create a Quick View Form for contact entity and add it on Project Service Entity.

    Please refer this link:

    [View:~/crm/b/magnetismsolutionscrmblog/archive/2017/09/14/how-to-add-a-quick-view-form-in-microsoft-dynamics-365:320:50]

    Mark this Answer as verified if it helps.

    Thanks and Regards,

    Aman Anvaria

  • Suggested answer
    Radu Chiribelea Profile Picture
    Radu Chiribelea 6,667 on at
    RE: Autofill Fields from another entity

    Hi Jon,

    You can check if creating Business Rules will help you meet your goal.

    Please see a similar thread: community.dynamics.com/.../188139

    Additional Info: technet.microsoft.com/.../mt826761.aspx

    Hope this helps!

    Radu

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