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Microsoft Dynamics CRM 2011 Scripting Cookbook by Nicolae Tarla

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Pre-populating form elements with a button click

For this example, we will look at using a button click to populate form fields. We can use such a scenario when we need a calculation to take place on the form, or when we need to bring data from a related record. For example, we have a sub-account, and we need to bring and populate the address of the parent account. Automating this task will save the user a few minutes per record and will create a much better user experience.

Getting ready

For the purpose of this recipe, we can either use one of the pre-existing solutions, or create a new one. Make sure you have the proper permissions to allow you to customize the system as required. This example will work in both Online and On-Premise environments. ...

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