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Service | Customer Service, Contact Center, Fie...
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Get an attribute value from Entity A and set it on another Entity B attribute using Plugin

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Posted on by 55

Hi, 

I am new to plugin.... 

I want to get a field value from Entity A and update it in another Entity B....

Update feedback field in entity B(Sample) from Entity A(Sample Batch) feedback field mentioned in image attached … 

pastedimage1633084992987v1.png

I have the same question (0)
  • Charan Raju C R Profile Picture
    7 Moderator on at

    Hi Shoaib,

    What is the link/relationship between Entity A and Entity B?

    When do you want to trigger this plug-in to update Feedback field in Entity B?

  • ShoaibKhan Profile Picture
    55 on at

    Hi,

    Entity A(Sample Batch) is Parent and Entity B(Sample) is Child of Entity A....

    I want to trigger my plugin when user enters data in feedback field of Entity A through the editable grid as shown in Image above.....

  • Verified answer
    Community Member Profile Picture
    on at

    Hi ShoaibKhan,

    What you want is to update the child records when the parent record is updated.

    You can refer following link, which provides detailed steps:

    Update Child Record When Parent Record is Updated – Using Plugin – CrmKnowHow (wordpress.com)

    (+) How to write plugin to Update Child records when Parent record updated - Microsoft Dynamics CRM Forum Community Forum

    Or you can try to use workflow/flow to achieve it, which are no-code ways:

    (1) Workflow:

    There is no OOB step in workflow to update child records, you need firstly download Solution: Dynamics 365 Workflow Tools and import it.

    Once the Solution file is downloaded and imported into your organization, setting-up a Process/Workflow for this is very straightforward.

    Update Child Records in a One:Many Relationship in Dynamics 365 Customer Engagement | Encore Business Solutions

    (2) Flow:

    Go Power Automate(https://us.flow.microsoft.com/en-us/)

    Update Child Records in Dynamics 365 using Microsoft Flow - CRM Innovation - Microsoft Dynamics 365 Consulting and Marketing Solutions

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