CODEWITHSUNDEEP
dynamics-crm-2011crmmicrosoft-dynamicsdynamics-crm-online
Leo
Leo

Reputation: 1809

how to insert some data another form into new contact form in dynamics crm 2011?

So, I'd like to insert data that was taken from one form into a new another one.

In my case, I have a contact's form. for example, and there is a lookup inside of it. I can find any account by using the lookup. thus, I'm intersted in possibility to take some values of fields in an account that I choosed in the lookup and then insert it in the same fields in contact form.

Could we give me advice what methods a should looking for?

Upvotes: 0

Views: 520

Answers (1)

John Rogerson
John Rogerson

Reputation: 553

You can use OData to get information about the account in the lookup. The OData Query Designer and XrmServiceToolkit are two excellent, freely available resources out there to do the heavy lifting for you.

A bit of google research with the above and you should have enough to get you started. If not, shout again.

Upvotes: 2

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