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Dynamics 365 Community / Forums / Dynamics 365 general forum / When related record is...
Dynamics 365 general forum

When related record is added, check a box that a new record has been added

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Posted on by ishraqiyun77 154

I have to sync changes to QuickBooks anytime there are changes in CRM. Things like changes to a company's information is simple enough: if there is a change to address, phone, etc. then check a box that says "Update since last QB sync?" Then when it is checked, it only looks for CRM Account records that have this checked to update the info. That is simple enough to implement and I already have.

The other thing I want to capture with "Update since last QB sync?" is if there has been a new user added. This I'm struggling to find a simple solution for since it is in another entity. Basically, if a new user is added in Contact (or some other entity) then check the box in Account that is called "tst_UpdateSinceLastQbSync".

Any suggestions on the best way to handle this?

Categories:
Integration with Other Products
  • ishraqiyun77 Profile Picture
    ishraqiyun77 154 on at
    RE: When related record is added, check a box that a new record has been added

    Ok, turns out instead of doing what was happening in the second picture, I just needed to check the box when I set the attributes.

  • ishraqiyun77 Profile Picture
    ishraqiyun77 154 on at
    RE: When related record is added, check a box that a new record has been added

    "Updates since last QB sync" which is a field in Account (2nd picture).

  • T.I.A Profile Picture
    T.I.A 1,760 on at
    RE: When related record is added, check a box that a new record has been added

    What box is it checking?

  • ishraqiyun77 Profile Picture
    ishraqiyun77 154 on at
    RE: When related record is added, check a box that a new record has been added

    Sounded pretty straight forward, but having issues getting it working properly (mainly due to how unfamiliar I am with workflows).

    So this is what I have done. Note the name of the entity is actually Product Buyer. I just used Contact as an example since I figured the process would be exactly the same.

    6457.Capture1.PNG

    And for the Account properties:

    6457.Capture1.PNG

    When Active it doesn't work. I add a new Product Buyer and it doesn't check the correct box in the Account record it relates to.

  • Suggested answer
    T.I.A Profile Picture
    T.I.A 1,760 on at
    RE: When related record is added, check a box that a new record has been added

    so basically when a new contact is created you want to update the the account? as long as the account is related this should be easy enough, that's is if I understand this correctly. just have a workflow update the related account on created of a new contact record

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