Customer experience | Sales, Customer Insights,...

How to update all child records after updating the parent record by adding a step in a workflow

(1) Share

Report

Posted on by MS-02051041-0

Hi,

I'll try to describe what I want to achieve using only workflows of the Dynamics CRM 365 system:

In one of our previous CRM systems (which currently can't be accessed), there was an option listed in the (Add Step) menu when editing a workflow, which enabled us to run workflows on all child records in another entity with a 1:N relation.

I hope someone can remind me of the name of that option (plugin) or suggest similar solution to run workflows on child records based on triggers on parent record.

All responses (4)

Answers (0)

Suggested answer

MS-02051041-0 6 on at

Like (0)

Report

How to update all child records after updating the parent record by adding a step in a workflow

I've finally found the name of the plugin:

Crm2011DistributeWF

(Gemina.CRM2011.WF.CrmDistributeWF.DistributeWFActivityOneToMany)

(Gemina.CRM2011.WF.CrmDistributeWF.DistributeWFActivityManyToMany)

This plugin is simpler than other plugins as it only requires the wf to be distributed and the relationship name.

Other plugins (like UltimateWorkflowToolkit) also require "Record URL(Dynamic)"

I'm currently unable to find this (Crm2011DistributeWF) plugin online and can't migrate it from the old organization to the new one, but initially I'll mark this as an answer.

I'll appreciate it if anyone can provide me with the updated plugin (if such a thing exists).
MS-02051041-0 6 on at

Like (0)

Report

How to update all child records after updating the parent record by adding a step in a workflow

Thanks, Ray.

I've actually tried earlier to import the tools in the link you mentioned, but I get the following message:

You can only import solutions with a package version of 9.1 or earlier into this organization. Also, you can't import any solutions into this organization that were exported from Microsoft Dynamics 365 2011 or earlier.
Error code 80048068.

Our current test Dynamics CRM version is 9.1.9.8 on-premise

The tool 'Update Child Records' might do it for me but it's not the same one we used in the previous system.

The plugin I was looking for had 'xrm' in the name (xrmtools, xrmtoolkit ...)

Further help and suggestions will be much appreciated.
Ray 1,485 on at

Like (0)

Report

How to update all child records after updating the parent record by adding a step in a workflow

Is that what you are looking for? GitHub - demianrasko/Dynamics-365-Workflow-Tools: Dynamics 365 Workflow Tools is a Community solution that expands Microsoft Dynamics 365 (CRM) Workflow features with lots of new posibilities. This helps you to build very advanced Codeless solutions in CRM.
MS-02051041-0 6 on at

Like (0)

Report

How to update all child records after updating the parent record by adding a step in a workflow

Forgot to mention that I can only remember it was related to xrmtoolbox, which I've installed and connected to CRM 365 in test environment but couldn't add the option.

Community site session details

How to update all child records after updating the parent record by adding a step in a workflow

Helpful resources

News and Announcements

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

Jonas ”Jones” Melgaard – Community Spotlight

Kudos to the March Top 10 Community Stars!

Leaderboard

Featured topics

Product updates

Community site session details

How to update all child records after updating the parent record by adding a step in a workflow

Helpful resources

News and Announcements

Quick Links

🌸 Community Spring Festival 2025 Challenge 🌸

Jonas ”Jones” Melgaard – Community Spotlight

Kudos to the March Top 10 Community Stars!

Subscribe to this forum!

Select categories

Leaderboard

Featured topics

Product updates