Question

A model-driven app form has a lookup to the Account table. When a user selects an account, the sales rep needs the account's phone number and preferred contact method copied into fields on the current record immediately, before the record is saved. The copied values do not need to be validated or persisted server-side until save. Company policy states you should minimize both server load and licensing costs by avoiding server-side processing for purely presentational, pre-save behavior. What is the most appropriate way to implement this?

Accepted Answer

Write a client-side JavaScript function registered on the OnChange event of the lookup that retrieves the account values via the Web API and sets the form fields.

Answer

Create a synchronous plug-in registered on the PreOperation stage of the Update message to copy the values.

Answer

Build a Power Automate cloud flow triggered when the record is modified to look up the account and update the fields.

Answer

Configure a Dataverse business rule that sets the fields based on the lookup value.