im new to crm i need a script ..if i Create a contact .ACCOUNT address will automatically fill in the CONTACT Address .
*This post is locked for comments
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.
Okay, You will have to write a simple plugin - there plenty on example you will get if search , below is a reference post :
update child contacts on update of an account
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
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?
Hi,
These links may help you:
1. community.dynamics.com/.../135554
2. www.powerobjects.com/.../microsoft-dynamics-crm-workflow-for-copying-addresses
Thanks :)
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 291,240 Super User 2024 Season 2
Martin Dráb 230,149 Most Valuable Professional
nmaenpaa 101,156