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ReportDear all,
I'm working on the integration of a telephone app with our case management in Dynamics 365.
The application auto updates the customer (customerid) field with either the account or the contactperson that you're speaking to on the phone (selection that can be made in the application by the user).
Since we want to populate both fields, it's most logical to select the contactperson, because these are often linked to an account.
I'm now trying to auto-update/populate an account/company field when the customer field or a contactperson field is filled/populated.
An additional prerequisite is that this must be done without saving the record in between.
Reason for this prerequiste is that I want to work with organization-required fields.
Hoping that you can help me.
If additional information is required, please let me know.
Best regards,
Maurice
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