Comments on: CRM 4.0 Workflow: Setting the Primary Contact's Parent Customer http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/ Sharing information with Dynamics CRM users and xRM developers Wed, 08 Feb 2012 23:58:27 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: CRM Resources -Kevin's Mocha http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/comment-page-1/#comment-7195 CRM Resources -Kevin's Mocha Mon, 08 Aug 2011 06:25:03 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-7195 [...] http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/ Tags: Leave a comment | Trackback No comments [...] [...] http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/ Tags: Leave a comment | Trackback No comments [...]

]]> By: mitch http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/comment-page-1/#comment-2258 mitch Tue, 14 Jul 2009 13:56:20 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-2258 Take a look at the Business Workflow Productiity Tools Accelerator. http://crmaccelerators.codeplex.com/Release/ProjectReleases.aspx?ReleaseId=19132 Take a look at the Business Workflow Productiity Tools Accelerator.
http://crmaccelerators.codeplex.com/Release/ProjectReleases.aspx?ReleaseId=19132

]]> By: doobie http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/comment-page-1/#comment-2256 doobie Tue, 14 Jul 2009 09:03:34 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-2256 is there any way to set a computed field automatically thru workflows? e.g. FIELD 1 = FIELD 2 * FIELD 3 when 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. is there any way to set a computed field automatically thru workflows?

e.g.
FIELD 1 = FIELD 2 * FIELD 3

when 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.

]]> By: New Post on the MS CRM Team Blog - ICU-MSCRM - Life support for the heartbeat of your business http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/comment-page-1/#comment-1545 New Post on the MS CRM Team Blog - ICU-MSCRM - Life support for the heartbeat of your business Wed, 11 Feb 2009 23:00:13 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-1545 [...] 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: [...] [...] 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: [...]

]]> By: mitch http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/comment-page-1/#comment-1125 mitch Sat, 12 Jul 2008 15:49:14 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-1125 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. 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.

]]> By: Alex http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/comment-page-1/#comment-1110 Alex Fri, 04 Jul 2008 07:30:06 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-1110 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. 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.

]]> By: Stacy http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/comment-page-1/#comment-1068 Stacy Thu, 26 Jun 2008 19:30:21 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-1068 I got this to work and it is fantastic. I got this to work and it is fantastic.

]]> By: Sheela http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/comment-page-1/#comment-812 Sheela Tue, 20 May 2008 11:51:44 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-812 Hello, Thanks a lot for the example. It helped me a lot. Cheers Sheela Hello,

Thanks a lot for the example.

It helped me a lot.

Cheers

Sheela

]]> By: Srinath N S http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/comment-page-1/#comment-701 Srinath N S Thu, 27 Mar 2008 12:37:05 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-701 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..? 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..?

]]> By: Srinath N S http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/comment-page-1/#comment-700 Srinath N S Thu, 27 Mar 2008 12:36:24 +0000 http://blogs.infinite-x.net/2008/01/21/crm-40-workflow-setting-the-primary-contacts-parent-customer/#comment-700 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..? 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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