Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Dialog/ HTML form to accept multi select account lookup and to create records for each Account in child entity

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

Here is the requirement I got. There are three entities involved here 1. Training, 2. Account and 3. Tech Support Ticket.

Whenever the coordinator creates / updates a “Training” record, and adds the attendees (“Accounts”), then records must be created for each Account with Training ID, start and end date in “Tech support tickets”. Would like to know how to display a Dialog / HTML form to collect the multi select Account, Training ID, Start and End date, then create multiple records in Tech Support Ticket with details of each account, training id, start and end date.

NewRequirement.png

*This post is locked for comments

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,325 Most Valuable Professional on at
    RE: Dialog/ HTML form to accept multi select account lookup and to create records for each Account in child entity

    Hello,

    Looks like that Html/Js is the only solution for you.

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

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,516 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,321 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans