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CRM 4.0 Workflow: Setting the Primary Contact's Parent Customer
I am becoming more and more impressed with the workflow capabilities of CRM 4.0. I am finding that I can create workflows to automate minor tasks to enhance CRM's functionality or to correct what I consider to be "annoyances."
One of these involves the relationship between the Primary Contact for an Account and that Contact's Parent Customer field.
When I set the Primary Contact on an Account, I would like it to automatically edit that Contact's record and update the Parent Customer field to point back to the Account. It's always seemed fairly logical to me to have these two fields linked, but that's not the way it has worked, until now.
We're going to define a workflow based on the Account Entity ( I've renamed my Account Entity to be Company, but it works just the same ). Here's how the initial workflow configuration will look:
Options:
Start when:
- Record is created
- Record attributes change ( select the Primary Contact Attribute )
Available to Run:
- On demand
Steps:
1) Check for existing data
1a) If the Primary Contact's Parent Customer Attribute does not contain data, perform the next step:
( Basically, if the user has set the Attribute manually, we don't wish to overwrite their work. )
2) Update the Related Entities: Primary Contact record.
3) Set the Parent Customer Attribute:
This will make our workflow look like this:
Publish the workflow. From this point forward, every time you set the Primary Contact for an Account, the workflow rule will run and if you have not already, it will update the Primary Contact's Parent Customer Attribute to point to the Account.
Dynamics CRM, Workflow
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Loading ...10 responses to “CRM 4.0 Workflow: Setting the Primary Contact's Parent Customer”
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Srinath N S March 27th, 2008 at 06:33
HI.. this piece of information was really usefull for me.. I followed each & every step written in te above Blog, but the workflow is not working i.e when i creat an account & set its primary contact, the contact's parent customer is not being pointed to the Account. what might have gone wrong., could you please help??
Thanks.. -
Srinath N S March 27th, 2008 at 06:36
Hi , the above written piece of information was really useful to me. I followed each & every step written here, but the wrokflow is not working, i.e. when i creat an account & update is primary contact, the primary contact's parent customer is not being pointed to the contact. Where I might have gone wrong..Can you please help in this matter..?
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Srinath N S March 27th, 2008 at 06:37
Hi , the above written piece of information was really useful to me. I followed each & every step written here, but the wrokflow is not working, i.e. when i create an account & update is primary contact, the primary contact's parent customer is not being pointed to the contact. Where I might have gone wrong..Can you please help in this matter..?
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Sheela May 20th, 2008 at 05:51
Hello,
Thanks a lot for the example.
It helped me a lot.
Cheers
Sheela
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Stacy June 26th, 2008 at 13:30
I got this to work and it is fantastic.
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Is there a way in CRM 4.0 to automatically populate the contact address, phone and fax details with the details from the parent account. I want to do this not just for future records, but also for exisiting contact records.
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mitch July 12th, 2008 at 09:49
If you create a contact, by having the parent acount open, selecting contacts, then clicking the new button, any fields that are mapped from the Account to Contact will automatically populate.
If you just open Contacts from the main CRM navigation, then click the new button, this process does not occur.
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[...] My good friend Mitch Milam graciously pointed out that he had already posted a similar blog on his site. Personally, I think my post is superior, but Mitch's isn't too bad. ;-) Published: [...]
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doobie July 14th, 2009 at 04:03
is there any way to set a computed field automatically thru workflows?
e.g.
FIELD 1 = FIELD 2 * FIELD 3when record is created or FIELD 2/3 is updated, FIELD 1 will automatically recompute.
i'm aware of the other options i have, but wondering if this can be done thru workflows as i think this is a common functionality which is kinda odd if it's not supported.
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mitch July 14th, 2009 at 08:56
Take a look at the Business Workflow Productiity Tools Accelerator.
http://crmaccelerators.codeplex.com/Release/ProjectReleases.aspx?ReleaseId=19132
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