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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Retrieve data from En...
Customer experience | Sales, Customer Insights,...
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Retrieve data from Entity: Account ( Name , Descripting)

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Posted on by nathimtry 10

Dear all . 

I am student . I would like you help advise me . 

 I want get data from entity:Account with Attribute ( Name , Description) Key is : accountid 

And I want to update this data to Entity:Task (Description = Name + '/'+ Description ) Referent key with Account Key is : regardingobjectid

In this I what i want update data on task when i try edit on account . 

thank you  all . 

I have the same question (0)
  • Mick_4711 Profile Picture
    Mick_4711 552 on at

    Hi,

    you can create a workflow.

    www.crmcrate.com/.../

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