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Hi,
My problem scenario is -
Current CRM
Customer Account has all information about contact information, location, full information about company and history.
Hot- sheet is another entity which has information of customer's product details ( isbn , product functionality , wan , cables ,lan ,ip address , desktop pieces info etc)
Note :- One Customer can multiple hot sheets but maintains parent hotsheet of customer
Sales Order which tell you which order and who is customer , and other things
What I want to do is when I'm opening any sale order of one customer account , I should have one field "Account Hot sheet" which has link to parent hot sheet automatic and after link its should open that particular hot sheet instead of doing with lookup filter.
I think its possible using JavaScript but how to do and what is the method to achieve this goal ?
May be using something like Xrm.Page.getAttribute("regardingobjectid").getValue(); I'm not sure and new to CRM Dynamics 365
Can anyone show me with a sample example ?
Thanks,
Deepthi
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