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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Regarding updation of ...
Microsoft Dynamics CRM (Archived)

Regarding updation of Potential customer field on change of Account name

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Posted on by Screen one 310

Hello Sir,

I have a requirement that , when you create Quote then regarding potential customer value get set into  potential customer lookup field.

But whenever I want to update/change the Customer Name (ie. Account name) on account form it should get reflected/updated in potential customer lookup field on Quotation Entity.

Please help.

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  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,758 on at

    Hi Manoj,

    If i understood you correctly - it will happen by default.

    when you change the customer name (i.e the name field on the customer/account form) - then this new name will appear on all the other entities associated lookups to this record. You dont have to do anything.

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    Like Rawish mentioned, its an out of the box behaviour, you do not have to do any extra customisation or extension for the quote Potential Customer lookup name values to reflect the Account Name field change.

    If you are interested in knowing how its reflected, please continue reading :)

    Dynamics 365 stores a Lookup field in two columns (in all cases except when its a Speical Customer lookup) in SQL Tables.  In your example above its stores  the Account GUID in  Customerid column in Quote table and Account name in CustomerIdName column in Quote table. Since Customer lookup is a special type, it also uses an additional column (CustomerIdType) to identify if the Potential Customer is an Account / Contact.

    Account Name is stored with the quote for performance reasons -  whenever the record is retrieved, it does not have to do a SQL join to get the account name from Account record. It can just return the name from quote record itself. It is done this way to speed up the loading of record.  If let's say an entity has 20 lookup fields, if we don't have this setup, the actual SQL will have 20 joins and it will make the loading of record much slower.

    When the Account Name updated on a quote?  The customeridname field on the quote is updated when the Account name changes on account table.  This update of the quote will not change the ModifiedOn date of the quote, as technically quote has not changed its the account record that changed. Quote has the account name just for caching purpose and its just the cache updated not the quote.

    Hope this helps

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