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Microsoft Dynamics CRM (Archived)

Updating a field using workflow

Posted on by 123

Hi,

When a primary contact is selected in the accounts entity, i would like it to update the contact record. 

I have a yes/no option on the contact form.

I am able to update it to show yes, when a name is selected. But when i change the name of the primary contact, I would like the old primary contact to say 'no'

Any suggestion how i can do this?

Thanks

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  • Suggested answer
    Prashant_ Profile Picture
    Prashant_ 1,040 on at
    RE: Updating a field using workflow

    If I am not wrong you want to update old primary contact value.To do so you need to create plugin and use preimage. following blog is useful to understand images.

    community.dynamics.com/.../pre-image-and-post-image-in-dynamics-crm

    community.dynamics.com/.../utilising-pre-post-entity-images-in-a-dynamics-crm-plugin

    It is  possible to update selected value of contact but if you want to update old primary contact value then you must design plugin and use pre-image to access old selected value

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