You can pass initial values for opening form using the below code. Lets open a contact form with initial value of Parent Customer
var parameters = {}; //Set the lookup field parameters["parentcustomerid_id"] = "accountid"; parameters["parentcustomerid_name"] = "accountname"; parameters["parentcustomerid_type"] = "account"; //logicalname of entity Xrm.Utility.openEntityForm("contact", null, parameters);
You need to initialize this parameters in Contact Form
You can get query string parameters in Contact Entity like below.
function OnLoad(){ var xrmObject= Xrm.Page.context.getQueryStringParameters(); var contactName= xrmObject["parentcustomerid_name"].toString(); var contactId = xrmObject["parentcustomerid_id"].toString(); var entityType = xrmObject["parentcustomerid_type"].toString(); }
It’s very useful. It really helped me a lot!