Populating Related records in related entity - CRM 2013 RRS feed

  • Question

  • Hi all,

    I want to populated related records in related entity.

    I have created an entity "Service Lines".

    In my entity "Opportunity" i have a 1:N relationship with "Service Line".

    I have created another entity "Project".  IN the entity "Project" I have created a 1:N relationship with "Service Line".

    What I want is, when the "opportunity" is won, a "project" record is crated and all the "Service Lines" from the Opportunity get Populated in the Project.

    Can anyone guide me how to achieve this?

    Should i use plugin or javascript?

    Many thanks.



    Tuesday, November 12, 2013 9:14 AM

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