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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Dynamics newbie - work...
Microsoft Dynamics CRM (Archived)

Dynamics newbie - workflow to update modifiedon date of parent?

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Posted on by Community Member Microsoft Employee

Hoping someone can point me in the right direction.

I'm a web developer and have built a site for a client that interfaces with a Dynamics 2011 (IFD) deployment.

I have this largely working - but have stumbled across a problem now it's live and using real data.

The SOAP API calls from the website use a 'RetrieveMultiple' and criteria to find 'Contact' records modified or created since the last time the API successfully ran - then the data is cached on the server. The request also brings some data back from a custom 'Membership' entity which links from the contact. 

This all works great until my client threw a curveball. 

Sometimes they update just the membership record and not the parent 'Contact' so my API call does not see these changes. 

Rather than re-writing lots of the the code doing the API work - I'm trying to see if there's an easy way to use a workflow or similar magic in the Dynamics system so that if a membership update happens it forces the modifiedon date of the contact record to update.

Doable?

Appreciate any help :)

Steve

*This post is locked for comments

  • Aiden Kaskela Profile Picture
    Aiden Kaskela 19,694 on at
    RE: Dynamics newbie - workflow to update modifiedon date of parent?

    That's awesome. I missed in my reply, you should probably have the workflow run on delete of the membership as well. I would guess it's unlikely to be deleted but you never know.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dynamics newbie - workflow to update modifiedon date of parent?

    Thank you so much Aiden - worked a treat.

  • Verified answer
    Aiden Kaskela Profile Picture
    Aiden Kaskela 19,694 on at
    RE: Dynamics newbie - workflow to update modifiedon date of parent?

    Hi,

    Sure, as long as there's a lookup from membership to contact you can do it via workflow.

    Setup your workflow to run on the membership record, on create, update and status change.

    Step 1 should be a Check - if there's a contact.

    Step 2 (inside the condition) - Should be an Update step on the Contact record from the lookup.

    I don't even think you need to set any values in the update step.

    Hope this helps! I'd appreciate if you'd mark this as Answering your question.

    Thanks,

    Aiden

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