Load data from existing entity to other entity

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Posted on by CRM Beginner

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Hi,

I have a requirement where i need to load data from Contacts entity to a custom entity in CRM. Scenario is :

1. basically entity in which i need to load data is related to contact. What can be the possible way to create a record for a new entity for each contact exist in CRM?

Thanks,

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Mahendar Pal 45,095 on at

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RE: Load data from existing entity to other entity

Hi,

Assuming you want to create your custom entity record for every contact exists in CRM, the simplest and no code solution is to setup a on demand workflow to create your custom entity record and take data from the contact and set your custom entity. You can run on demand workflow out of the box max to 250 records, but you can use Buld Workflow Execution tool to run your workflow for more then 250 records.

After that you can set workflow to run on contact create.

Another options are write your console application for existing record and set plugin to create custom entity record on contact create.

Let me know ifmy understanding is not correct.