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Dynamics 365 Community / Forums / Sales forum / Best Practices for Syn...
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Best Practices for Syncing Account Industry Field in Contact Entity

Posted on by

Hello everyone,

I am looking for the best practices to create the Account Industry field in the Contact entity and ensure it always matches the Industry field in the Account entity. Specifically, I want to make sure that the Industry field in the Contact entity is updated in the following scenarios:

  1. When a new Contact is created.
  2. When the associated Account in the Contact is changed.
  3. When the Industry field in the Account is changed.

What are the recommended approaches or workflows to achieve this synchronization? Any insights or examples would be greatly appreciated!

Thank you!

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