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Hello,
I currently have two entities "Account" and "Quote_custom" .(1:1 Relationship)
Account has account ID and Quote_custom has the same account ID as well.
All I need is to see the relevant Quote_custom record in the account form. Ideally, system should match the account id in both entities and populate relevant Quote_custom record.
How do I achieve this? Any advice is appreciated. Thanks
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Hi KaushaIK
You can use quick view forms to display the relevant Quote_custom record. You will have to first create the 1:N relationship between Account and Quote_custom and then create a quick view form for Custom_Code.
Add this quick create form in the place on account form where you would like to populate the data.
Use the below link to create quick view forms:
[View:https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-edit-quick-view-forms:750:50]
Regards
You can make workflow/plugin that basically will set the quote_custom.new_accountid. If you only want the latest value, then your plugin needs to update last quote_custom.new_accountid = null. Then you can show subgrid in Account form with filter by current account.
there's no such thing as a 1:1 relationship in CRM.
make an account lookup on Quote_custom; build a quick view form on quote_custom; add that form to the account form(s) connected through that lookup.
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