Dynamics Community Forum Thread Details

How to automatically update Accounts?

Hello,

my company is busy integrating Dynamics 365 & Clickdimensions to centralize our data, business and marketing.
Now our accountancy has asked if it would be possible to make a form in Dynamics that would allow them to:

Look up customers via either VAT or customer number.
- I checked our records, our Account entities have a VAT & Customer number field
They also want to be able to change / update data easily.
- So say they need to change an address, they want to be able to do that in said form

Is there any way that you can easily / automatically update Account details?
I'm talking about Accounts and not contacts.

My manager thought of using Clickdimension forms, but as far as I know these are purely made for web use and not so much for internal use in Dynamics?

Categories:

Integration with Other Products

Customization / Solutions / SDK and API

Hi Jelle,

Welcome to Dynamics.

1. It is possible to search account records by VAT&Customer number. In Dynamics 365, we could add the field we want to search into find list in Quick Find View.

Go to Settings->Customization->Custom the System.

Then save&publish, so that you could search records through the filed you want.

Here is the blog about this feature.

https://community.dynamics.com/365/b/dynamics365apps/archive/2017/01/25/how-to-configure-searchable-fields-for-global-quick-find-and-relevance-search-in-dynamics-365

2.If you want to edit field in a form ,it is an OOB function and it's very easy. Just change the field data and then save it.

For example, I want to change the address of an account, I just need to change the data of the address field and then click the save button at the lower right corner of page.

3.There are different ways to update accounts automatically, you could use Business Rules, Workflows, Plug-ins or develop custom js codes to do this.

You could select one of them through your requirement.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customer-service/set-up-rules-to-automatically-create-or-update-records

4.About using Clickdimension forms in Dynamics 365, you could refer to this article.

https://support.clickdimensions.com/hc/en-us/articles/115001156373-Create-a-Form-with-the-Form-Builder

If my answer is helpful, please mark my answer as verified to help other users with similar issues.

Hope it helps.

Best Regards,

Leo

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