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Customize form in CRM4 so that I can view fields from other areas

Posted on 2009-07-06
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Last Modified: 2013-11-24
I am customizing the Service Case form in CRM 4.  I want to be able to pull in and view (read only) custom attributes that are part of the account area in CRM.  How do i do this?
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Question by:jeremymjackson
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by:rakeshAgarwal
ID: 24786580
HI  You can use workflow to do this  just check this out
http://www.experts-exchange.com/Microsoft/Applications/Microsoft_Dynamics/Q_24530489.html

This is the easiest way.

regards
Rakesh Agarwal
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Author Comment

by:jeremymjackson
ID: 24788503
I dont think this workflow will do the trick.  What I have is a custom attrobute in the Account Entity.  I want to show this on the Case form in the Service Entity.  How would I do this?
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rakeshAgarwal earned 500 total points
ID: 24800844
then you have to use cRM sdk to use it or can use IFrame to display account form on case entity

regards
Rakesh
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