CODEWITHSUNDEEP
dynamics-crmcrmentities
Stephen
Stephen

Reputation: 1

How to show Primary Contact Information in Account Form in Microsoft Dynamic CRM?

In Microsoft Dynamic CRM, the Primary Contact is only showing as a Lookup field in the Account Form. But my boss want to show others information of Primary Contact such as: Name, Phone, Email, JobTitle in the Account Form.

How can I do that?

Upvotes: 0

Views: 1700

Answers (3)

B. Irena
B. Irena

Reputation: 169

Start by creating a Quick view form on Contact entity, just drop there all the fields that you want to show. Second step is to include this Quick View on the Account Form where you want to show it. Explained here:https://www.magnetismsolutions.com/blog/adammurchison/2017/09/14/how-to-add-a-quick-view-form-in-microsoft-dynamics-365

Upvotes: 0

Munavvar Husein Shaikh
Munavvar Husein Shaikh

Reputation: 601

In Dynamics CRM, there is a concept of a Quick view form. We can show the information of lookup control entity into this Quick view form. We can add the quick view form in a customization section where we are adding the forms.

Upvotes: 0

Georg Müller
Georg Müller

Reputation: 111

there is no customization that allows you to do that, you will have to program this functionality.

Using a plugin would be the easiest. You will have to make sure, that this plugin fires, either when updating the primary contact, or when one of these fields in the primary contact are updated.

So make sure to register plugins on create and update messages of the account and update of the contact.

Regards

Upvotes: 1

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