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    In CRM 4 the built-in cascading features had some limitations. For example, one could not cascade a change on a parent to all children records. For this reason we used a plugin called Cascading Wizard by GI (Globalinterface). This plugin is not upgraded for CRM 2011. It appears that some of the enhancements to the cascading features of CRM that it provided are now built-in to CRM 2011.

    Does anyone have experience with this?

     

    EDIT: What I am really looking for is a solution to synchronously map fields between entities after records have already been created. Does anyone know a solution for this?


    • Edited by CRMuser123 Friday, August 12, 2011 4:15 PM
    Wednesday, August 10, 2011 5:36 PM

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    With CRM 2011 - cascading an "update" field value from the parent record to all its child records is not available, only at the initial child record creation that the fields can be default to be the same as the parent.

     

    Options:

    1. 3rd Party plugins

    2. Workflow/SDK

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    • Marked as answer by CRMuser123 Wednesday, August 10, 2011 6:15 PM
    • Unmarked as answer by CRMuser123 Friday, August 12, 2011 3:41 PM
    • Proposed as answer by Donna EdwardsMVP Sunday, August 21, 2011 1:11 AM
    • Marked as answer by Donna EdwardsMVP Monday, August 29, 2011 7:34 PM
    Wednesday, August 10, 2011 5:44 PM
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    If you are looking for an add-on tool that will loop through Child records of a Parent record and update a field(s) on all Child records associated to the Parent record, you can purchase and use Scribe for this.  If you are familiar with creating plug-ins, then as Frank referenced, you should be able to create a plug-in to loop through the records and make the update.

    I hope this helps.

    Regards, Donna

    • Proposed as answer by Donna EdwardsMVP Sunday, August 21, 2011 1:11 AM
    • Marked as answer by CRMuser123 Monday, August 29, 2011 6:17 PM
    Sunday, August 21, 2011 1:11 AM

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  • Question
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    With CRM 2011 - cascading an "update" field value from the parent record to all its child records is not available, only at the initial child record creation that the fields can be default to be the same as the parent.

     

    Options:

    1. 3rd Party plugins

    2. Workflow/SDK

    Follow Workopia on Twitter

    Good CRM Links: http://www.workopia.com/Links.htm
    My CRM Blog: http://microsoft-crm.spaces.live.com

    • Marked as answer by CRMuser123 Wednesday, August 10, 2011 6:15 PM
    • Unmarked as answer by CRMuser123 Friday, August 12, 2011 3:41 PM
    • Proposed as answer by Donna EdwardsMVP Sunday, August 21, 2011 1:11 AM
    • Marked as answer by Donna EdwardsMVP Monday, August 29, 2011 7:34 PM
    Wednesday, August 10, 2011 5:44 PM
    Moderator
  • Question
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    With CRM 2011 - cascading an "update" field value from the parent record to all its child records is not available, only at the initial child record creation that the fields can be default to be the same as the parent.

     

    Options:

    1. 3rd Party plugins

    2. Workflow/SDK


    Thanks for the response. Do you know of any such 3rd Party plugin?
    Wednesday, August 10, 2011 5:51 PM
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    I was a little confused by your terminology until I went to the GlobalInterface website. Cascading between a Parent entity and a Child typically describes how certain actions (Delete, Assign, Reparent) within a Parental relationship affects the Ownership of the Child entity.

    What you're talking about is the Mapping of values between a Parent record and it's children-- in the case of the GI add-on, this handles mapping values from the parent and child in a Post-Create scenario, or during the parenting of a new Contact. By this, I mean that you can create a new contact outside of the context of a Parent Account, and by assigning the Parent Account, the values from the Account can be mapped to the Contact.

    This looks like a great add-on, but unfortunately, CRM has not changed their OOTB attribute mapping functionality. Believe me, if this type of functionality were available OOTB, you'd have heard about it by now.

    I think you may need to wait until GI updates their add-on for CRM 2011.

    --Dodd
    Wednesday, August 10, 2011 5:55 PM
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    I was a little confused by your terminology until I went to the GlobalInterface website. Cascading between a Parent entity and a Child typically describes how certain actions (Delete, Assign, Reparent) within a Parental relationship affects the Ownership of the Child entity.

    What you're talking about is the Mapping of values between a Parent record and it's children-- in the case of the GI add-on, this handles mapping values from the parent and child in a Post-Create scenario, or during the parenting of a new Contact. By this, I mean that you can create a new contact outside of the context of a Parent Account, and by assigning the Parent Account, the values from the Account can be mapped to the Contact.

    This looks like a great add-on, but unfortunately, CRM has not changed their OOTB attribute mapping functionality. Believe me, if this type of functionality were available OOTB, you'd have heard about it by now.

    I think you may need to wait until GI updates their add-on for CRM 2011.

    --Dodd
    Thanks. It appears they have no plans to update their add-on.
    Wednesday, August 10, 2011 6:03 PM
  • Question
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    With CRM 2011 - cascading an "update" field value from the parent record to all its child records is not available, only at the initial child record creation that the fields can be default to be the same as the parent.

     

    Options:

    1. 3rd Party plugins

    2. Workflow/SDK


    I'm still stuck here as I know of no such 3rd Party plugin that is compatible with CRM 2011, and a workflow will not be appropriate as this is a process that cannot be asynchronous.
    Friday, August 12, 2011 3:41 PM
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    Have you confirmed that the CRM 4.0 plugin doesn't work when you upgrade to CRM 2011? Lots of plugins work without having to request that the vendor updates the source code and recompiles them.

    Or you can try and achieve the same effect with JavaScript, although it's pretty tricky. Here's a great blog article from Azzik (for CRM 4.0) that should introduce you to the solution even if his JS needs adaptation for CRM 2011: http://a33ik.blogspot.com/2010/04/attribute-mapping-using-java-script.html.

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Friday, August 12, 2011 4:08 PM
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  • Question
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    Have you confirmed that the CRM 4.0 plugin doesn't work when you upgrade to CRM 2011? Lots of plugins work without having to request that the vendor updates the source code and recompiles them.

    Or you can try and achieve the same effect with JavaScript, although it's pretty tricky. Here's a great blog article from Azzik (for CRM 4.0) that should introduce you to the solution even if his JS needs adaptation for CRM 2011: http://a33ik.blogspot.com/2010/04/attribute-mapping-using-java-script.html.

    Thanks for the response. If I'm reading that blog article correctly, this kind of solution does not deal with updating a child when a parent is updated, but rather remaps the fields from the parent when the lookup to the parent is refreshed. If so, we are already using a Filtered Lookup plugin to do this, and CRM 2011 has added some OOTB functionality for this scenario. I may not be understanding the blog though.
    Friday, August 12, 2011 4:41 PM
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    If you are looking for an add-on tool that will loop through Child records of a Parent record and update a field(s) on all Child records associated to the Parent record, you can purchase and use Scribe for this.  If you are familiar with creating plug-ins, then as Frank referenced, you should be able to create a plug-in to loop through the records and make the update.

    I hope this helps.

    Regards, Donna

    • Proposed as answer by Donna EdwardsMVP Sunday, August 21, 2011 1:11 AM
    • Marked as answer by CRMuser123 Monday, August 29, 2011 6:17 PM
    Sunday, August 21, 2011 1:11 AM