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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to autofill quick ...
Customer experience | Sales, Customer Insights,...
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How to autofill quick create contact form from main lead form

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Posted on by MaxDuchy 15

Hi,

I'm trying to autofill the fields in a quick create contact OOB form as seen below and was wondering what is the best way to do so.

Thanks!

dynam-form-upload.png

Edit: Just to add I'd like to do it in real time.

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  • Verified answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at
    RE: How to autofill quick create contact form from main lead form

    Hi,

    Refer this thread- community.dynamics.com/.../populate-values-in-quick-create-form-from-parent-form

    Basically if you have a parent child relationship then you can use mappings to auto populate otherwise you will have to use some unsupported code which i not recommended.

    Hope this helps.

  • Community Member Profile Picture
    Community Member on at
    RE: How to autofill quick create contact form from main lead form

    I have similar kind of issue. in account form i have a lookup which creates +New Record for Contact. I understand i couldnt do field mapping because both are different datatype whichis not achievable. But somehow it was done by my predecessor. Can you please help me? @Goutam Das

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