Skip to main content

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Look up field update from different entity

(0) ShareShare
ReportReport
Posted on by

Hi,

Situation:

Custom Entity A has records with field name - Field A

Custom Entity B has records with field name - Field A

I have Order entity where records has look up field to Entity A/Field A

I need to move all records from Entity A to Entity B and Order entity records should have look up field to Entity B/Field A.

Solution:

I am planning to use on-demand workflow to update Order entity records from one look up value to another.

Problem:

On-demand workflow works this way if I want to update from one look up field to another, if both look up fields leading to the same entity. However, in my situation the workflow should add look up field value from Entity B/Field A, based on the value in look up field from Entity A/Field A.

Would creating any kind of relations/mappings between Entity A and Entity B records would help so I could define to take a field from another entity during the creation of the workflow?

Regards,

Jurgis

*This post is locked for comments

  • Suggested answer
    Rawish Kumar Profile Picture
    13,758 on at
    RE: Look up field update from different entity

    I doubt if its possible out of the box. creating a simple console application is a better solution & its just one time job and time saving ( if you are developer ofcourse).

    you can look for some examples on google.

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Look up field update from different entity

    Hello If there are same name records in Entity A and B then you can create a .Net application and replace lookup value

    Hope you can understand what I mean!

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Kudos to the April Top 10 Community Stars!

Thanks for all your good work in the Community!

Leaderboard > Microsoft Dynamics CRM (Archived)

#1
Mohamed Amine Mahmoudi Profile Picture

Mohamed Amine Mahmoudi 83 Super User 2025 Season 1

#2
Community Member Profile Picture

Community Member 52

#3
dkrishna Profile Picture

dkrishna 6

Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans