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Can you populate a contact lookup field with the currently logged in?
You would like when a user creates a record from within their portal profile that the record is associated with the portal user that is currently logged in and you wish that the lookup field to the contact is pre-populated onLoad of the form. Firstly, yes this can be done and the good news is that it is fairly simple.
How to create a contact and Account Map?
If you want to create Map then tou have to query list of contact and then you have to use for loop for contact list and create map. Or you can use Inner query so it will give you list of account with realted Contacts.
How to auto populate field based on entity lookup?
You add the Quick View to the Contact form, and it will display the Account Type field on the Contact form when there is a corresponding value in the Account field. Maybe this will work for you.
How to create field mappings in Dynamics 365?
The following are simple steps to create relationship field mappings. Go into customizations and find the Lead entity, and then find the “1:N Relationships” Locate the relationship that you want to make sure values carry over, in this case, lead to opportunity. In the relationship editor window, click on Mappings
How to display quick view form on contact entity?
There is one more option to display a quick view form on the contact entity. The downside is that the field will be visible on the contact form when you open it/ select the account. It won’t be a field in Contact entity itself so you can’t change it. it would be just displaying what is there in the account.
How to create formula field for current user?
1) One field should populated with current user or account owner id. So i created a formula field and captured current user now sure how to capture account owner id yet.
How to populate information from a SharePoint profile?
Basically making it easier for the HR users to add the person into the list by only needing to add the name/profile into the beginning, but also allowing easy changing when a person moves location/phone number/job title. The person/group column allows you to select which information to pull from the profile.