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Updating data in sub accounts from parents accounts RRS feed

  • Question

  • Hi,

    I have created two own entities wich I have connected via a 1 to N relations.

    Account A is the parent account and Account B the sub account.

    My question is how I get the sub accounts to update them selfs when I do some changes to Account A. I have done the mapping to the fields I require the updates, and the mapping works when I create new accounts under Account A (The data fill in its self) but not when I do some changes to the mapped fileds.

    Is it possible to get the sub accounts to update?

    Appriciate any help.

    Best regards

    grandpiee 

    Thursday, August 18, 2011 10:28 PM

Answers

All replies

  • You can use the Distribute Workflow Activity for On-Premise deployments of CRM 4 or 2011:

    http://crm40distributewf.codeplex.com/

    http://crm2011distributewf.codeplex.com/

    Using these, you could watch an attribute change on the parent, and fire off a workflow against the child-accounts that updates the children with data from the parent.  This is, however, asynchronous.  If you need a more synchronous or CRM Online-compatible update model, then you're pretty much stuck with using a Plug-In.


    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com Please follow the forum guidelines when inquiring of the dedicated CRM community for assistance.
    Thursday, August 18, 2011 10:55 PM
    Moderator
  • You will probably need a plugin that triggers each time those fields are updated. Then the plugin must retrieve all the child accounts and update them with the field from the parent. However, if you expect many sub-accounts you might experience timeout, as plugins are only allowed to execute for max 2 minutes. In the case you need more than 2 minutes you would need a custom workflow activity like David suggests, but it won't be synchronous and won't work in CRM Online

    Gonzalo | gonzaloruizcrm.blogspot.com

    Thursday, August 18, 2011 11:10 PM
    Moderator
  • Hi, is there a way to retrieve child accounts from the parent account? What will be the linq code? Can anyone help? Assuming I have nested parent - child accounts 

    • Edited by CRM elite Wednesday, August 22, 2012 12:05 AM
    Wednesday, August 22, 2012 12:01 AM