Skip to main content
Post a question

Notifications

Announcements

No record found.

Customer experience | Sales, Customer Insights,...
Unanswered

Retrieve data from Entity: Account ( Name , Descripting)

Like (0) ShareShare
ReportReport
Posted on 28 Mar 2023 03:03:39 by 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 . 

  • Mick_4711 Profile Picture
    Mick_4711 550 on 28 Mar 2023 at 07:07:01
    RE: Retrieve data from Entity: Account ( Name , Descripting)

    Hi,

    you can create a workflow.

    www.crmcrate.com/.../

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Verified Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,559 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,579 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans