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When I create a phone call from an account record, the account number is populated in the phone form, I also have a client ID on the form (the client is one to many to account number), that I would like to auto populate. I understand this needs code, what should my on load java script look like to ensure the parent client ID populates? My Client entity is called A_Client with the field ClientID and in my Account entity is A_Account with account number filed AccountID.
Many thanks Daren
Hi,
There are many solution, I would suggest you go for quick view form.
www.magnetismsolutions.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365
If you are not comfortable with above solution, you can use workflow to achieve it, no code is needed.
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