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Dynamics 365 Community / Forums / Customer Service forum / Change in address does...
Customer Service forum

Change in address does not update transaction records.

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Posted on by colinkgl 268

Hi firstly thank in advance to answering my queries.

Our Dynamics 365 is set up in the following way.

We have the standard client contact which store the client name & address

We have transactional records say invoice that will copy the address from contact at point of record creation.

How can we design Dynamics 365 in sich a way that when the contact is updated old invoices will also have their addresses updated.

Categories:
Setup and Upgrades
I have the same question (0)
  • Suggested answer
    bac26 Profile Picture
    bac26 2,268 on at

    You will need to setup a workflow that triggers on change.  This will not do it by themselves.

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Agree with Beth, there is no standard/out of box way to achieve this. You need to write custom code for this. Alternatively you can use Dynamics 365 Workflow tools which has an activity step to update child record.

    github.com/.../Update%20Child%20Records.md

    Hope this helps.

  • Suggested answer
    LeoAlt Profile Picture
    LeoAlt 16,331 Moderator on at

    Hi partner,

    If you want to synchronize the address of invoices and contacts,You could refer to the following ways.

    1.WorkFlow

    Here are some samples about how to set field value from one entity to another.

    https://www.powerobjects.com/2013/11/25/retrieving-data-from-a-related-entity-crm-2013/

    https://community.dynamics.com/crm/f/117/t/251916

    2.Mapping Filed

    Mapping Fields can save your time if you are frequently qualifying leads or creating new contacts from an account record, for example. When you map a field, it carries the data over from one record in an entity to another record in a different entity. 

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/map-entity-fields

    www.marksgroup.net/.../dynamics-365-mapping-fields

    Hope it helps.

    Best Regards

    Leo

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