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Script

Posted on by 150

im new  to crm i need a script ..if i Create a contact .ACCOUNT address will automatically fill in the CONTACT Address .

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  • Suggested answer
    Aric Levin Profile Picture
    Aric Levin 30,188 on at
    RE: Script

    If you create the contact from within the account record, you don't need to use any workflow or webapi for that case. The field mapping of the relationship between account and contact, will automatically populate the fields as you need.

    If you still need to start doing this from the Contact record directly, the easiest way is a real time workflow, so that when the account is selected, the rest of the data will populate.

    EDIT: I just saw your last response, please follow Kumar's directions for developing plugin that updates all Contact records when an Account record gets updated.

    Hope this helps.

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Script

    Okay, You will have to write a simple plugin - there plenty on example you will get if search , below is a reference post :

    community.dynamics.com/.../245874

  • Suggested answer
    thuya Profile Picture
    thuya 150 on at
    RE: Script

    update child contacts on update of an account

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Script

    Hi,

    why don't you use the OOTB workflow functionality.

    You will need to start this workflow after the creation of the contact and then you will set the different fields value.

    here is a tutorial on how to create one: crmbook.powerobjects.com/.../workflows

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Script

    Hey,

    i didn't understand - do you need    update child contacts on update of an account or need to update account on update on contact?

  • Suggested answer
    Preeti Sharma Profile Picture
    Preeti Sharma 2,678 on at

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