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Microsoft Dynamics CRM (Archived)

Account field selected related contacts should display

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Posted on by 5,514

Account entity

In that address field is selected .

And all the contacts related to that address should display

In MSCRM using plugins how

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  • Verified answer
    Sreevalli Profile Picture
    3,256 on at

    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

  • Verified answer
    Abhishek Gupta Profile Picture
    2,003 on at

    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

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