Announcements
Account entity
In that address field is selected .
And all the contacts related to that address should display
In MSCRM using plugins how
*This post is locked for comments
Hi,
If I understand correctly, when you select the contact on Account form, you want to auto populate Contacts address on account address field.
1. If the above understanding is true and you want to duplicate contacts address on account,
then we can easily achieve this with a system workflow that can copy address from contact to account. see the link for help (form are from older version, may be little changes to it but its more like same to do)
www.powerobjects.com/.../microsoft-dynamics-crm-workflow-for-copying-addresses
2. You just want to see address but not really no need of duplicating/coping then we can go for Quickview forms to see contacts address on account, see the example,
www.marksgroup.net/.../dynamics-365-quick-view-forms
HI,
If you wish to see filtered contact in another lookup. Follow below blog.
www.magnetismsolutions.com/.../crm-2013-javascript-lookup-filtering-using-addcustomfilter
If you wish to see the filtered grid. then follow a below blog.
dynamics365posts.home.blog/.../filter-grid-using-javascript-on-ms-crm-2016-and-above.
Thank you
Abhishek
If found useful, please mark the answer as verified
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.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
