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Updating Contact information when updating an Account

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Posted on by Bas Peeperkorn

Hi All,

We have created a 'Mail Preference' field with options of Private Address and Business Address, this field is created in Accounts and Contacts.

Now i created two workflows:

- In Contacts, if the preference field or the Address has been changed, the prefered address is updated.

- In Accounts, if the preference field or the Address has been changed, the prefered address is updated.

But the problem is, when the Account prefered address is updated and the Contact prefered adress is Business, it needs to update the prefered address in the Contact also. How can i manage this?

Thanks in advance.

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Hemant Kumar Sahu 1,825 on at

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RE: Updating Contact information when updating an Account

Hi,

In your second workflow, just update the child Contact. In work flow use the update step and select Contact.

Hope this make sense.

Hemant
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Community Member Microsoft Employee on at

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RE: Updating Contact information when updating an Account

Hi

Below is the link for distributed workflow solution, which is ideal for creating/updating entities related by N..1 and N..N relationship.

crm2011distributewf.codeplex.com

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