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When thinking about data structures, it's often important to
update related information. Take for example child records in
Microsoft Dynamics 365 for Customer Engagement. When a parent
record is updated, getting that information passed along to
recontextualize child records is very important, and this process
can be achieved with a few simple steps using Microsoft Flow. Flow
can be the best approach for situations involving users with no
coding skills but a need to develop. Aside from saving effort and
leveraging existing talent, Flow makes the process easy to track
After fields on an account are updated, the same data should get
updated on a specific child entity of the account record such as a
contact. For implementing the logic, we will need a custom workflow
or plugin, together with Flow.
1.) Create a new field on the parent entity with the “Update
child record” option--one of two option types in the CRM. We will
use this field in Flow as a flag.
2.) Create a workflow: Whenever "CURB ID," "Driver License
Number", and "Email" are updated on the parent record a
workflow will trigger. Select the fields that you want to update on
the child. Change the "Update child record" field value to
3.) Create a flow. Select “When record is updated” as the
trigger and then enter a condition: Set the "Update child record"
field equal to "true".
4.) Select "List records" action in Dynamics 365. This will
retrieve all the related records for the account.
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