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updating a field

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Posted on by Serge Niazi

I want to know how to update or add the same field in two different forms.

for example, I have a field called service type in Account form and wanting the same field to be visible in case form.

my questions are:

1. is it possible?

2. if it is then how do I do this?

Thanks

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Dynamics 365 Customer Service

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Dharanidharan 614 User Group Leader on at

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updating a field

Yes, it is possible! Here’s how you can do it in a simple way:

Steps to Show the Same Field in Two Different Forms (Account & Case)

1. Add the Field to Both Forms

In Account, the "Service Type" field already exists.

In Case, go to Form Editor and add the same field (you may need to create a lookup to Account if needed).

2. Sync Data Between Account & Case

Since "Service Type" is on Account, you need to bring its value to Case when linked.

Method 1: Business Rule (For Read-Only Display)
Create a Business Rule on Case.
Set Service Type = Account.Service Type (only works if Account is selected).

Method 2: Power Automate (For Automatic Sync)
Create a Power Automate Flow:
Trigger: When a Case is created or Account is updated.
Action: Update Case’s "Service Type" from Account’s "Service Type".

Method 3: JavaScript (For Instant Update in UI)
Use JavaScript on Case Form to auto-fill Service Type when Account is selected.
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Tom_Gioielli 851 on at

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updating a field

There are several things you can do outside of the formula field approach to keep the fields in sync. You'll likely want to do all of these to ensure that the values stay synchronized, even if changes are made. This assumed you have the same field created on both tables, and they use the same Global Option set.

Set custom field mapping between the Account and Case table. This will ensure, if you create a case from the context of an Account, that the value is populated right away (Create entity field mapping in Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn)

Write a D365 workflow that runs on create of a Case. If the [Service Type] field is empty on create, then pull the value and update it from the parent account

Create a Cloud Flow that will run if the [Service Type] is modified on an Account record. The cloud flow should run and update all child cases with the new value

Note: This is where you need to validate your requirements to determine if all cases should be updated, or only open ones

Otherwise, the formula field I suggested would just be a single field to create and no automation would be needed to keep it updated. Similarly, the Quick View form is suggested can also show the [Service Type] on the case, but without the need to create a duplicate field on the case table.
Serge Niazi 6 on at

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updating a field

Hi Tom,

Thanks for your explanation.

I have field called service type both in case and account table. Options sets are Platinum, Gold, Silver and Bronze.

I have in account table setup all accounts with their service type.

Now I only want to populate the service type in case with what I have setup in service type in account.

e.g. if in account table the service type is Platinum, I want the field service type in cases to be populated with Platinum.

I want the simplest way to do this.

look forward to your response.
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Tom_Gioielli 851 on at

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updating a field

While you will need to create the column in both tables, you have a few options if you don't want to have to update it in both places. Of course, it depends a bit on what this field is used for.

Example:

I add a custom field called [Service Level] to the Account table. This is a field that can be edited (either a text field or even an option set)

I add a custom fielf called [Service Level] to the Case table. However, this time I make it a formula field. In the formula field, I can reference the Account linked to the case and use this to populate the value.

Ex: Field = Customer.Service Level

With the above, the field will be available directly on your case table, but it will only ever be updated on the Account. With formula fields, any changes will then be immediately reflected in the child case.

Work with Dataverse formula columns - Power Apps | Microsoft Learn

Of course, if you just want users to be able to see a field value from the parent account of a case you would be better off using a Quick View form to show the information without adding a duplicate field to the case table.

Use quick view forms in Dynamics 365 Customer Engagement (on-premises) | Microsoft Learn

If this answer helped, please consider marking as verified
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Jimmy Passeti | MVP 323 Super User 2025 Season 1 on at

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updating a field

Hello,

Unfortunately you will need to create the same field in both places.

Regards,
Jimmy Passeti | Microsoft MVP
✅ Please mark as Verified if this answered your question!

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