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Dynamics 365 Community / Forums / Customer Service forum / Phone Call Update
Customer Service forum

Phone Call Update

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Posted on by Darren Hodkinson 355

Hello

I have customised Client Entity and related (client can have many accounts).  When we take a phone call and add this through an account record, the call form populates the account number, is it possible to auto have the client record populated on change of the or population of the account number and how would I do this?

Thanks

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  • Darren Hodkinson Profile Picture
    Darren Hodkinson 355 on at

    Sorry, I haven't made this too clear...I mean when I open a new phone call record from the account record, my account field is auto populated. I have an client field in the phone record too that I would like to auto populate based on its child account.

  • Suggested answer
    Arun Vinoth Profile Picture
    Arun Vinoth 11,615 Moderator on at

    If that client field is a direct field in account which is populated when phone call form is loaded, then you can achieve it without code using field mapping under relationship. (I doubt this will work for regarding field)

    blog.fullscope.com/save-time-entering-data-into-crm-by-mapping-fields-between-records

    Otherwise use form load (also on change) script to make a service call and get the field value you want from selected account to populate it in phone call form.

  • Darren Hodkinson Profile Picture
    Darren Hodkinson 355 on at

    Thanks, so the structure is client entity parent to accounts child.  We complete a call record through the account and the account number is populated, I'd like on save or whatever for the client ID to be populated, does this make sense?

    Regards

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