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Populating Related records in related entity - CRM 2013

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Hi all,

I want to populated related records in related entity.

I have created an entity "Service Lines".

In my entity "Opportunity" i have a 1:N relationship with "Service Line".

I have created another entity "Project". IN the entity "Project" I have created a 1:N relationship with "Service Line".

What I want is, when the "opportunity" is won, a "project" record is crated and all the "Service Lines" from the Opportunity get Populated in the Project.

Can anyone guide me how to achieve this?

Should i use plugin or javascript?

Many thanks.

Regards

Vinay

Tuesday, November 12, 2013 9:14 AM

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Hi,

You could write plugin in win message on opportunity entity.

http://simplicitypoint.wordpress.com/2012/11/08/getting-the-opportunity-entity-in-plugin-when-closing-as-won/

Inside your plugin you could write logic to retrieve and create Project/Service Line entity records.

Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !
Vikram !
- Proposed as answer by SravaniRN459 Tuesday, November 12, 2013 9:55 AM
Tuesday, November 12, 2013 9:33 AM
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Hi,

Thanks for your reply.

Can you guide me how to create the records in the plugin.

Thanks & regards

vinay

Tuesday, November 12, 2013 11:27 AM
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Please check the following links

http://msdn.microsoft.com/en-us/library/gg328416.aspx

http://charanmandya.blogspot.com/2012/05/crm-2011-plug-in-to-create-record-using.html
Hope this helps. If you get answer of your question, please mark the response as an answer and vote as helpful !
Vikram !

Tuesday, November 12, 2013 11:57 AM