Announcements
Dears,
I need to visualize values ??of a client entity within the offer, any ideas?
*This post is locked for comments
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
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.
take a look the link i shared, use the quick view form will achieve what you wanted.
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.magnetismsolutions.com/.../how-to-add-a-quick-view-form-in-microsoft-dynamics-365
Thanks.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
Congratulations to our community stars!
Expanding mentorship, skilling, and AI innovation
These are the community rock stars!
Stay up to date on forum activity by subscribing.
