Today i got a requirement as we have a lookup in an entity and when we open related entities and click new, this popup need to populate immediately from the parent entity to related entity in Dynamics 365
Now when i click on +New it need to populate the who field immediately
to achieve this requirement we can easily do this without using power automate, javascript or workflows.
go to the 1:N relationships and open the relationship to related entity
Now select the field in parent entity and related entity and next click ok and then publish everything.
Now we can see when i click new in related entity it will populate the field by default.
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October 17, 2024
October 11, 2024