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Custom form

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Posted on by Community Member

Dears,

I need to visualize values ??of a client entity within the offer, any ideas?

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Community Member on at

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RE: Custom form

Thanks.
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gdas 50,091 Moderator on at

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RE: Custom form

Hi ,

As mentioned by Wei You need to implement out of the box quick view form by using client entity lookup I'd.

Please follow below reference -

technet.microsoft.com/.../dn531145.aspx

www.powerobjects.com/.../exploring-quick-view-forms-in-crm-2013

www.magnetismsolutions.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365
Alex Fun Wei Jie 33,626 on at

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RE: Custom form

Hi,

take a look the link i shared, use the quick view form will achieve what you wanted.
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RE: Custom form

Hello,

I want to show some fields like ruc, telephone, fax on the other screen.

But in the form editor, just give me the client's id and I do not know how to add that information.

It is dynamic online.

Thank you.
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Alex Fun Wei Jie 33,626 on at

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RE: Custom form

Hi,

you want show client entity field in offer form?

if yes, use quick view form

www.powerobjects.com/.../exploring-quick-view-forms-in-crm-2013

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