Microsoft Dynamics CRM (Archived)

Auto Populate the fields

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Posted on by Shakti Singh Rajput

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Hi All,

I have a 1: N relationship between entity A and entity B. Have a lookup field of entity A on Entity B.

I want to auto-populate the fields of entity A on entity B form after a value is selected within the lookup field(Entity A).

How could I do the same?

Please suggest!

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Ics_rthompsoneu 74 on at

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Hi,

I believe I might know what you are asking. I do not want to assume.

Would you send a screenshot of what you are trying to do or if not.

My question would be is this auto-populate happening when you are saving the entity.

If so, use a web api or plugin.

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rthompson 1,532 on at

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Hi,

Used the wrong login:

I believe I might know what you are asking. I do not want to assume.

Would you send a screenshot of what you are trying to do or if not.

My question would be is this auto-populate happening when you are saving the entity.

If so, use a web api or plugin.

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LuHao 40,892 on at

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Hi Shakti,

Basically, there are three ways to do it.

1. Use the workflow tool.

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Update%20Child%20Records.md

https://www.encorebusiness.com/blog/update-child-records-in-a-onemany-relationship-in-dynamics-365-customer-engagement/

2. Use Microsoft Flow.

https://www.cloudfronts.com/update-child-records-when-parent-record-is-updated-using-microsoft-flow-for-d365-ce/

3. Write your own plugins.

https://community.dynamics.com/crm/f/microsoft-dynamics-crm-forum/319203/how-to-write-plugin-to-update-child-records-when-parent-record-updated

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PavanKumarGarlapati 100 on at

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Hi,

Without writing any code you can achieve this by usinga feature called "Mapping" within D365 CE. Please have a look at the following link that explains in detail.

https://itsolutions.bdo.ca/insights/using-field-mapping-in-microsoft-dynamics-crm-to-copy-data-between-associated-records/

Mark it as verified if this answers your question

Regards,

Pavan Kumar Garlapati

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LuHao 40,892 on at

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Hi partner,

Is your problem solved? Are there any other questions?

Please don't forget to close this theme by clicking Yes to mark the verified answer.

This will help other users quickly navigate to this theme.

Thanks. :)

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erhan.keskin 2,253 on at

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Hi,

You can achieve that in a WF.

Create a WF for Entity A

Trigger is the change of Lookup Field (Entity B)

Update Entity, select Entity B from related entities

Populate the necessary fields in properties

Regards,

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