如何在 Microsoft Dynamic CRM 的帐户表单中显示主要联系信息?
在 Microsoft Dynamic CRM 中,主要联系人仅在客户表单中显示为查找字段。但我的老板想在帐户表格中向其他人显示主要联系人的信息,例如:姓名、电话、电子邮件、职位。
我怎样才能做到这一点?
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?
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没有任何自定义功能允许您执行此操作,您必须对此功能进行编程。
使用插件是最简单的。您必须确保在更新主要联系人时或更新主要联系人中的这些字段之一时触发此插件。
因此,请确保注册用于创建和更新帐户消息以及更新联系人的插件。
问候
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
在 Dynamics CRM 中,有一个快速查看表单的概念。我们可以将查找控制实体的信息显示到这个快速查看表单中。我们可以在添加表单的自定义部分添加快速查看表单。
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.
首先在联系人实体上创建一个快速查看表单,只需将要显示的所有字段拖放到那里即可。第二步是将此快速视图包含在您想要显示的帐户表单中。此处解释:https://www.magnetismsolutions.com/blog/adammurchison/2017/09/14/how-to-add-a-quick-view-form-in-microsoft-dynamics-365
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