Fetching address details when change account

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Posted on by Anandhcrm

Hi,

I am creating contact details, in which whenever i select account from the lookup, i need to fetch the corresponding address details from account and populate in the contact address fields. I believe we can do in script as well as plugin. Can you please suggest me how to do this ?

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Rawish Kumar 13,758 on at

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you can use web api for this.

i would recommend you to use CRM Rest builder to build your request .

in below example i am getting values from the user entity , put the script on change of the account lookup.

rawishblog.wordpress.com/.../get-lookup-value-from-other-entity-and-set-it-on-the-form-using-web-api-in-microsoft-dynamics-crm-2016

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Rawish Kumar 13,758 on at

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Download : github.com/.../releases

how to use : github.com/.../CRMRESTBuilder

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gdas 50,091 Moderator on at

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Hi ,

As an alternate you may use quick view form in your account form to display the address information.

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Arpit Shrivastava 7,518 User Group Leader on at

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Hi Anand,

Unless you need to store the information on Contact entity, I would recommend to go with Quick View Form to achieve this requirement . Advantages is, you no longer have to duplicate the same fields on the contact entity and map the fields. And can avoid additional customization or writing custom plugin, workflow and Webapi.

Can check this: https://www.powerobjects.com/2013/09/09/exploring-quick-view-forms-in-crm-2013/

If found useful, please mark the answer as verified.

Cheers
Arpit
https://arpitmscrmhunt.blogspot.com

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Anandhcrm on at

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Thanks for your reply. I works great. but I need the address should be auto populated from wherever i create the contact details. Can you pls suggest me how to do that..

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Rawish Kumar 13,758 on at

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At the time of creation of contact as well - i supposed you will be filling the account lookup and then will click on "Save".

In that scenario the method will work too.

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Anandhcrm on at

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If i am creating contact from the account form, this code will not fire isnt it... coz we executing this code in the contact account lookup field only...

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Rawish Kumar 13,758 on at

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yeah at that time i will not work because as soon as click on + button the quick create form opens and account lookup is already filled up. You will have to write a plugin in this scenario on precreate you query the fields from account and set on contact .

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Arpit Shrivastava 7,518 User Group Leader on at

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Hey Anand,

Write a plugin to map your account address fields to Contact Address fields. This plugin would need to trigger on Account Address fields update and Contact Account lookup field update.Logic will remain same.

Hope you get the clarity.

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Anandhcrm on at

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Thank you

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