{"id":23571,"date":"2020-05-15T17:07:37","date_gmt":"2020-05-15T17:07:37","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=23571"},"modified":"2022-07-01T15:37:26","modified_gmt":"2022-07-01T10:07:26","slug":"how-to-view-contact-and-owner-details-in-dynamics-365-crm-record","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/05\/how-to-view-contact-and-owner-details-in-dynamics-365-crm-record\/","title":{"rendered":"How to view Contact and Owner details in Dynamics 365 CRM record"},"content":{"rendered":"

Introduction<\/strong><\/h2>\n

In this blog, you will get to know how to view contact and owner profile in any Dynamics 365 CRM record. By viewing contact profile you can easily find their email id, phone number, addresses etc.<\/p>\n

To view Contact and Owner details in any record follow the steps given below. By following these steps you will be able to see the contact details from Account, Quote, Order etc. records without navigating to contact\/user record.<\/p>\n

Note: It works for Contact and Owner lookup field. Hover form pops-up only when email address is given on Contact and Owner record. <\/strong><\/p>\n

This is the in-built feature of Microsoft Dynamics 365 CRM where we can\u2019t edit the form. You can add Contact lookup field on any custom form and by hovering on lookup you can see the contact details.<\/strong><\/p>\n

1. Create an Account record which has Primary Contact on it.<\/p>\n

\"view<\/a><\/p>\n

2. Hover on Contact lookup and you can see the pop-up where Contact person\u2019s details are given.\"view<\/a><\/p>\n

3. View contact details on Account record.\"view<\/a><\/p>\n

4. From here you can easily communicate or be in touch with the contact person via email, phone calls. Simply click on Send Email and it will be redirected to Outlook from where you can send mail to Cathan Cook.<\/strong><\/p>\n

Similarly you can contact Cathan Cook <\/strong>on Skype or any other app. Just click on Phone Number, then click on Pick an App and select an app – Skype.\"view<\/a><\/p>\n

\"view<\/p>\n

5. To see more details about the Contact Person click on See\/Show More as shown below. There are two ways to open more details:<\/p>\n

    \n
  1. By clicking on Menu Icon<\/li>\n
  2. By clicking on Show More<\/li>\n<\/ol>\n

    \"view<\/a><\/p>\n

    6. Here you can see the Contact person\u2019s Email Id, Work Phone, Office Location, Company and Job Title. You can click on highlighted icon and copy the email id, work phone etc.<\/p>\n

    \"view<\/a><\/p>\n

    7. Similarly we can view owner details by hovering on Owner lookup.<\/p>\n

    \"view<\/a><\/p>\n

    8. On clicking \u2018Update your profile\u2019 it navigates to https:\/\/delve.office.com\/<\/a> where user can update their own profile.<\/p>\n

    Note: Logged-in user can update their own profile. But if they check for other records then \u2018Update your profile\u2019 button is disabled for logged-in user.<\/strong><\/p>\n

    \"view<\/a><\/p>\n

    \"0view<\/a><\/p>\n

    9. And when user clicks on \u2018Show more\u2019 then user can find all the information related to the user.<\/p>\n

    In below screenshot we can easily find the Contact Information and logged-in user can see the list of employees working with them.<\/p>\n

    Now let\u2019s see each tab in detail.<\/p>\n

    \"view<\/a><\/p>\n