Microsoft Dynamics CRM (Archived)

Copy relationships from one entity to another

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Posted on by veshant

Hi,

I am trying to accomplish something, and there doesn't seem to be an answer anywhere. Any help is appreciated.

I have 3 entities. A is related to C with N:N and B is related to C with 1:N. A is related to B with 1:N.

What I am trying to accomplish is that there are the related entries of C in a subgrid in A.

B would have selected A, in the lookup.

I need to have an option, such as a workflow, that when it is run, all the entries in C, are copied over to the related B.

Thanks guys!

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Aiden Kaskela 19,696 on at

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Hi,

Unfortunately, you'd only be able to accomplish this with a custom workflow assembly. CRM is pretty good working with fields on your record, or one specific record it can get to via N:1 relationship, but in workflows you can't do anything with 1:N or N:N relationships. There are add-ons that will let you query for data on related records and run workflows on them (Workflow Elements at kaskela.wordpress.com comes to mind, but that's because I wrote it ;).

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

Thanks,

Aiden

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Nadeeja Bomiriya 6,804 on at

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Hi veshant,

+1 for Aiden's suggestion. Can't do this OOTB. Check out below article which explains how to create a custom workflow activity to do what you are after but more generic way.

bernado-nguyen-hoan.com/.../custom-workflow-activity-to-process-multiple-related-records-crm

In this, you can pass in a FetchXML query as a parameter, additional arguments, and a workflow to execute. Custom workflow activity will query CRM and run the workflow on all returned records.

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Inogic 703 on at

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One of the 3^rd party solutions available in this space is “Click2Clone”

Form your explanation, it seems that you have three entity with the below relationships.

A to B - 1:N relationship.

B to C - 1:N relationship.

A to C - N:N relationship.

Click2Clone allows you to clone the records from 1:N and N:N relationship.

So using this solution, you could copy the B and C entity records associated with record A when you create a copy of record A.

You can contact us offline, if you need additional details around this.

Thanks !

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