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Microsoft Dynamics 365 | Integration, Dataverse...
Answered

Set Custom Address Field using Look Up Address on Order

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Posted on by 156

Hello Community,

I have a requirement while using the Lookup Addresses on Order [Using Sales Hub and Field Servies]:

Let's consider, I have a custom field on address entity in CRM

pastedimage1620714369013v2.png

Also, I have two custom fields as mentioned below on the Order Entity

pastedimage1620714518625v3.png

Requirement:

When I click on the Lookup Addresses on Order.

pastedimage1620714589705v4.png

Add the Address Lookup and select where to update the address (In Ship to address or In Bill to Address) then OOB Address fields get mapped automatically according to selection on Order Entity.

pastedimage1620714649819v5.png

So when I select a specific address using the lookup shown in the above image all the OOB address fields/field data gets mapped/added in order.
I wanted to know if there is any OOB functionality using which I can map not just the OOB field but also the custom fields from the chosen address in the order entity.
 
  • Amit Prajapati Profile Picture
    Amit Prajapati 156 on at
    RE: Set Custom Address Field using Look Up Address on Order

    Thank you Vishal

  • Verified answer
    vishal bagadia_crm Profile Picture
    vishal bagadia_crm 490 on at
    RE: Set Custom Address Field using Look Up Address on Order

    Hello Amit,

    From my understanding there is no custom way to populate this data into your custom fields using OOB features.

    However you can achieve your requirement by using custom logic.

    You can write a logic on change of OOB Address fields and the logic will take care to retrieve and copy the address data to custom fields.

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