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Microsoft Dynamics CRM (Archived)

Add Contact details on Order: Email, Address etc.

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Posted on by

Hi.

How can I make Email, Address etc. fields from Order take information from the selected Customer's Email, Address etc fields?

Thank you,

Adrian

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    on at

    You want to copy these values to Order or you just want to show these on order?

    if you want to copy, run a workflow and copy values from contact to order.

    If you want to just show those values on order, then create a quick view of contact with those fields and add it to order.

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