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ReportDears,
I need to visualize values ??of a client entity within the offer, any ideas?
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Dears,
I need to visualize values ??of a client entity within the offer, any ideas?
*This post is locked for comments
Thanks.
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
Hi,
take a look the link i shared, use the quick view form will achieve what you wanted.
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.
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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