how to grab information from current record in dialog

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Posted on by Brian Geraghty

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so...it's like this. I have a client that has a number of dialogs off the account entity. When a salesperson is on the account form, they will invoke one of these dialogs from a button on the ribbon. The dialog should be smart enough to understand what record it's being called from so that when someone hits the lookup to grab/associate a contact, the results will only show those records that are associated with the account.

I'm not sure how to go about doing this. Anyone have any insight?

~Brian

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Lance Squires on at

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Hi Brian,

Yes, it is possible to have a dialog grab account information in the dialog steps of the account it is running on. You can leverage this in the steps of a dialog by using Dynamic Values. You can look more into this at the link below:

http://xrmadventures.wordpress.com/2011/09/01/working-with-dialogs-in-microsoft-dynamics-crm-2011/

I hope this is what you are looking for. If not, please provide a bit more information on what you are trying to accomplish.

Thanks,

Lance Squires
Support Engineer
Microsoft Dynamics CRM Support

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