How to update existing set of records without coding, when new record is created?
All records belong to same parent entity. For example, Legal Activity records belong to one Contract. When new activity record created, CRM should put "End date" in existing records.
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Unfortunately, there is no OOB functionality to cover this.
By SDK, when adding a new Activity to a Contact, you need to retrieve all of the existent activities which have been linked to this Contact by Regarding Filed on Activity entity by using QueryExpression then update them.
Have a look to :
What developers need to know about the activity entity
How to Update Activity Entity Record When Completed/Canceled Using CRM SDK C#
I'm trying to avoid external solutions, which I can't modify. If there is no OOB functionality, how can I filter and update group of records by coding?
Hi Ilnur,
If you have a parent entity and you need to update multiple child entities when something is updated on the parent this is not supported by standard Dynamics 365 / CRM. I utilize the following to do this in multiple projects:
github.com/.../Dynamics-365-Workflow-Tools
Great tool set with multiple workflow utilities including the "Update Child Records" which is what I use to update child entities when a parent is updated.
Hope this helps!
Thanks,
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