Introduction

A common requirement is automatically populating a Contact’s address fields when an Account or another Contact is selected in a lookup.

Why Automate Address Population?

Manually copying addresses is error-prone and time-consuming. By automating it, we:
✔ Reduce data entry errors
✔ Save time for users
✔ Ensure consistency across records

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The Solution: A Clean JavaScript Web Resource

Here’s the optimized script we’ll break down:

const ADDRESS_FIELDS = [
    "address1_line1",
    "address1_line2",
    "address1_line3",
    "address1_city",
    "address1_stateorprovince",
    "address1_postalcode",
    "address1_country"
];

const PROGRESS_INDICATOR = {
  MESSAGE: "Please wait..."
}

async function onAccountNameChange(executionContext) {
    try {
        Xrm.Utility.showProgressIndicator(PROGRESS_INDICATOR.MESSAGE); // It is almost not needed

        const formContext = executionContext.getFormContext();
        const accountField = formContext.getAttribute("parentcustomerid"); 

        if (!accountField?.getValue()?.[0]?.id) return;

        const lookupValue = accountField.getValue()[0];
        const entityId = lookupValue.id.replace(/[{}]/g, '').toLowerCase();
        const fieldsToSelect = ADDRESS_FIELDS.join(',');

        const record = lookupValue.entityType === "contact"
            ? await Xrm.WebApi.retrieveRecord("contact", entityId, `?$select=${fieldsToSelect}`)
            : await Xrm.WebApi.retrieveRecord("account", entityId, `?$select=${fieldsToSelect}`);

        if (record) {
            updateAddressFields(formContext, record);
        }
    } catch (error) {
        console.error("Error in onAccountNameChange:", error.message);
        // Consider Xrm.Navigation.openErrorDialog(error.message); for user feedback
    } finally {
      Xrm.Utility.closeProgressIndicator();
    }
}

function updateAddressFields(formContext, addressRecord) {
    ADDRESS_FIELDS.forEach(fieldName => {
        const field = formContext.getAttribute(fieldName);
        if (field && addressRecord[fieldName] !== undefined) {
            field.setValue(addressRecord[fieldName]);
        }
    });
}

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How to Implement This in Dynamics 365

1. Create a JavaScript Web Resource

• Navigate to Power Apps -> Solutions -> Create New/Or use old one
• click + New -> More -> Web resource
• Set the following properties:
  • Name: new_Contact_OnChange_AddressName.js
  • Display Name: Conatct OnChange AdressName
  • File Type: JavaScript (JS)
• Paste the provided JavaScript code (see below) or upload the js file
• Click Save 

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2. Add the Script to a Form

• Open the form where phone validation is needed (e.g., Contact or Account)
• Go to Form Libraries → + Add library (add the js – web resouce ) (see the image)
• Click on the Phone field. Click on Events. Add an OnChange event for the Address Name field (perentcustomerid)
• Select the new_Contact_OnChange_AddressName.js library
• Set the function name to onAccountNameChange
• Check “Pass execution context as first parameter” to yes
• Click Done and Save and publish

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3.

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Testing the Implementation

1. Open a Contact Record or Create New record.
2. Select a Account Name
   • Expected: The location fields (address fields) will be set up automatically

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Conclusion

By using modern JavaScript techniques, we’ve created a clean, maintainable, and efficient solution for auto-populating addresses in Dynamics 365. This approach:
✔ Reduces manual work
✔ Improves data accuracy
✔ Follows best practices

Keep Learning!

• Share your thoughts or questions in the comments below.
• Stay tuned to our blog for more Dynamics 365 tips and tutorials.

Thanks for reading!