Microsoft Dynamics CRM (Archived)

Update child entity fields from Parent entity

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Posted on by KaliD

I am trying to update values of a child entity from a parent entity ( statusreason value from opportunity)

If the statusreason value of opportunity is ____

update another status field in the child entity (which is a custom entity) as ______

I couldn't do using workflow because my custom entity is not displayed in the related entities list.

I didn't use microsoft flow because i don't want to trigger the opportunity entity every time someone changes the opportunity form.

Please suggest me best solution or any sample code.

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gdas 50,091 Moderator on at

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Hi,

You can go with custom plugin or custom workflow for your requirement.
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Rajesh Chungath 467 on at

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You required custom implementation

Source Code: github.com/.../Dynamics365v8

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

www.thrives.be/.../run-workflow-on-child-records
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Kalpavruksh D365 CoE 2,545 on at

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Hi,

The best solution is to go with the custom plugins.

There is another approach by using a workflow. However, we don't recommend this but if you don't have any expertise in plugins then you can go with this approach.

Create a workflow on the child entity

Workflow properties

Scope organization

Run as a child workflow

Run on create

A background workflow

Workflow steps

Select wait until condition and select the parent entity with a status filer condition.

Inside the wait condition. Change the status of the child entity.

Call Child workflow and select the current workflow

Stop the current execution.

Description

The workflow will run on the creation of the child records and wait until parent entity status change.

It will perform the required functionality and wait again for the next update.

Disadvantages

If you have many child records then system jobs will slow down gradually. The number of waiting jobs will affect system performance.

If found useful, please mark this answer as verified.
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Dynamics365 Rocker 7,755 on at

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You can write a plugin that trigger on Set state (Status Change) of opportunity.

You also can go for custom workflow assembly.