How you could perform data inheritance from forms in the CRM
Example:
Personalized entity: Quotation, Account
Where a Daughter entity (Quotation) receives some data from the parent entity (Account), through forms
I understand that there is a configuration that is made in the crm (form configuration), for this event to occur
You could support me with this inconvenience
*This post is locked for comments
Hi
If you want to copy data from Parent entity to Child entity when the Child Entity record is created you can use Mapping
If you do not want to copy but want to display data from parent entity on a child entity form, you can use Quick View Form to display data from a Parent entity on a child entity form.
www.magnetismsolutions.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365
If the above suggestions does not help to resolve your issue, please share more detail on your requirement.
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
#1
André Arnaud de Cal...
291,269
Super User 2024 Season 2
#2
Martin Dráb
230,198
Most Valuable Professional
#3
nmaenpaa
101,156
Share
Report
All responses (
Answers (
