Populating Order Address fields in Microsoft Dynamics CRM

  • is it applicable for look up to look up??

    >I have an entity Vendor, it have a look up for expense field(expense entity)

    >So in my transaction Entity, it have a look up for the Vendor entity which is vendor name and the expense, so when I select a vendor name from the look up it will populate the expense lookup.

  • If i were to copy your (realtime)workflow but have it take adress from account to all related contacts (17k contacts) will it cause performance issues?

    So a workflow like if the checkbox copy adres from account is always on yes – will it continually check all the records all the time or does it only happen on change?

  • Great video Elaiza. So how does this work when there is multiple “ship to” addresses for a contact/account. How does the lookup work for the entity attribute mapping? Does it give you a choice to select between different ship to addresses for the same account/contact? I noticed “LOOK UP ADDRESS” 0:39 on the Ribbon on the Order form. Some of my accounts/contacts have alternative delivery addresses, which are stored in the composite customeraddress entity. Thanks.

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