Hi All,
I am hoping to get steered in the right direction.
Install is Dynamics 365 Online. I have a Case Entity which has to grab 3 pieces of data from a Customer Asset (Customer Equipment) entity when the Case is first created by a User.
The first field to be filled in is the Customer Asset name which is manually selected by the User via a Lookup field which presents a list of the available Customer Assets linked to the Customer Account. This all works OK.
What I would like to happen next if that when the user has selected the correct Customer Asset that the Model Name & Serial Number fields (which are also part of the Customer Asset record) get filled in automatically in front of the user.
I can think of a number of possible ways to do this involving a Real Time Workflow, JavaScript, Actions (or a mixture of these) but I am struggling to decide which is the best approach.
Can anybody offer some suggestions please?
I am particularly keen to find out if a Real Time workflow can "interactively" update values on a Screen in front of a User. Would this require a screen refresh (F5) to be initiated? i.e. the Real Time work needs JavaScript to be involved to get the job done?
Thanks