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I have a requirement that the Dynamics CRM two entities: Account and Vandor, they must have same record name and one-one relationship.
Any suggestions, recommendations and clues are welcome and highly appreciated.
Hi Datadvancer ,
Would you like to achieve the following situation like when an account was created or updated, the vendor would also be updated with the same operation?
If it is , I would suggest you to utilize workflows and plugins to create update Vandor entity which start when 'Record is created' or 'Record fields change'.
The create monitor process could be done with OOB Steps while update workflow I would suggest to achieve by coding.
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