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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Populate phone number ...
Microsoft Dynamics CRM (Archived)

Populate phone number from contact to all related cases of that contact

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Posted on by Community Member

Hi Experts,

I have one phone number field on a contact in CRM and I need to update that phone number for all the related cases in "Contact Person Phone number" field which is another field on a case. whenever the phone number is updating on contact it should be updated for all related cases within their contacts person phone number field.

Can you help with some OOB way to do this or I need to write a script for the same?

Thanks.

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  • Suggested answer
    Shahbaaz Ansari Profile Picture
    Shahbaaz Ansari 6,211 on at

    Hi Rohini,

    You can use the Out of the Box Functionality that is Quick view form,that you can use to show the phone number of contact on case and also when contact phone number will change it will reflect the change on case also,

    Please check below link for creating quick view form,

    www.magnetismsolutions.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365

    www.powerobjects.com/.../exploring-quick-view-forms-in-crm-2013

    If you find it helpful, Please mark my answer as verified.

    Best Regards,

    Shahbaaz

  • Verified answer
    Arpit Shrivastava Profile Picture
    Arpit Shrivastava 7,518 User Group Leader on at

    Hi Rohini,

    You can achieve this using Quick View Form unless you need that information in further process like workflow, plugin or want to show in view.

    If my answer helped to resolve your issue, kindly verify it by clicking 'Yes'. It would be helpful to the other community members seeking to resolve a similar issue.

    Cheers
    Arpit
    https://arpitmscrmhunt.blogspot.in

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