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For the latest updates to this post please visit the original posting here: Retrieving Data from a Related Entity with Real-Time Workflows in CRM 2013
Historically in Microsoft Dynamics CRM, when you create a new record within the context of a parent record, the mapping controls what data is populated from the parent. For example, when you create a new contact from an account, the main phone number, address, and description fields are brought down from the account. But if you create a contact record from anywhere OTHER THAN the account—no such luck.
Luckily, CRM 2013 real-time workflows have come to the rescue! These workflows can fire on change of a field and present the changes while the user is still on the page. To demonstrate this, we will create a real-time workflow to update the basic contact fields based on the selection of an account.
Here are the steps to create that workflow:
Now the workflow is done and ready to run! Simply select a contact and change the customer to test it.
This is just a hint of the power of real-time workflows. For a more in-depth look at them, sign up for our free webinar tomorrow, November 26th on real-time workflows in CRM 2013!
Stay tuned for more CRM 2013 news. Happy CRM’ing!
The post Retrieving Data from a Related Entity with Real-Time Workflows in CRM 2013 appeared first on PowerObjects.