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Microsoft Dynamics CRM (Archived)

Display data from a field in a Customer Account Record in a field on a Customer Contact Record

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Hi

We have a custom field that we have added into our Customer Account form (Company) where we can enter some information about the actual company.

What I would like is the data that is entered into this field to appear on all Customer Contact Records (people) associated with the company.

This information can be read only but if the information in this field is changed in the Company information screen then this change should be visible to all Contact records.

Can someone help how this is done?

Thanks in advance

Steve

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  • Verified answer
    Community Member Profile Picture
    on at
    RE: Display data from a field in a Customer Account Record in a field on a Customer Contact Record

    Use Quick view to display information.

    community.dynamics.com/.../using-quick-view-form-in-ms-crm-2013

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Display data from a field in a Customer Account Record in a field on a Customer Contact Record

    Thanks for your help. This works perfectly.

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