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Did you know you can now edit related records in Microsoft Dynamics 365 CRM?
15 August 2022
The ability to view other fields from other related areas of Microsoft Dynamics 365 CRM from within a record form has been around for a while as “Quick View Forms”.
This is now quite widely used – for example, you could view contact’s job title, email and phone number whilst in a case record.
The “Form Component Control” has been introduced which also allows you to create a sub-form on a form so you can edit the related records. This is great time saver and stops the need to go back and forth between records.
You can now update the Contact from within a Case
Form Component Control is a very useful addition to CRM, saving time and stopping the confusion of “the field is right there so why can’t I edit it”.
This updated functionality means that you can edit a field within a contact record field whilst in a related record.
For example, you are on a call and in a case/opportunity/account and the contact tells you their phone number is changing – you can edit their contact record without leaving the form you are in.
How do I get this?
If you’d like to take advantage of this feature, you will need your system administrator to enable this.
The “Form Component control” would need adding to a Form that has the related record field, linking it to render a specific main form of the related record.
If you’re a System administrator, full details on how to add the Form Component Control to your CRM can be found here.
If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or email@example.com
Microsoft Dynamics 365 CRM
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