When Account is inactive, make the related contacts inactive

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Posted on by New Crm learner

Hi,

My requirement is when I make the acount inactive, then all the linked contacts for that account also should be inactive. Here the main reason I wanted this is when I make the account inactive and do a search in global search all the contacts associated with that inactive account pulls up.

Can I do this through a workflow. If so any step sby step screenshots is appreciated.

Thanks

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Mahadeo Matre 17,021 on at

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RE: When Account is inactive, make the related contacts inactive

Yes, you can do this through a workflow. but to get all related contacts either you need to use some third party unity or need to write your own custom workflow activity, which will get child contacts and will change status of records.

Here are some useful links for third party tools

community.dynamics.com/.../135687

crmtipoftheday.com/.../update-related-records-with-a-workflow

community.dynamics.com/.../163275

crm2011distributewf.codeplex.com

Hope this will help..
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jlattimer 24,558 on at

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RE: When Account is inactive, make the related contacts inactive

Check out this blog post:

https://community.dynamics.com/crm/b/gonzaloruiz/archive/2015/07/21/how-to-cascade-activate-deactivate-setstate-in-crm

Gonzalo has written a custom workflow utility to handle this