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Microsoft Dynamics CRM (Archived)

Plugin auto update field value from related account

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Posted on by 134

Hi,

Can any one suggest that i have a two entity "account, case " both entity have same field "A" i want to do that when we create a case automatically update field "A" from related account . using plugin.  

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  • Suggested answer
    Kokulan Profile Picture
    18,054 on at

    Hi

    You can definitely do that using a plugin that triggers on Create of Case and updates the account.

    But you can simply create a Real-Time workflow on create of the case and update the account field - This is a no code solution and works like plugin

    ScreenClip-_5B00_325_5D00_.png

  • Suggested answer
    Rajkumar Rajaraman Profile Picture
    on at

    You need to write a custom code Plugin or Real-time workflow on create of your other entity.

    Within the custom code, you need to first retrieve the account based on the responsive field ("A") and then update that account

  • himy10 Profile Picture
    134 on at

    Thanks Rajkumar,

    can you suggest me code .

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