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Propogate Owner of Contact Entity to also be the Owner of another Entity (in this case Training Aggrement Entity) RRS feed

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    Hi,

    I need to do this for several entities, so the owner of 1 will also be the owner of another, regardless of who creates the particular Entity....

    "Propogate Owner of Contact Entity to also be the Owner of another Entity (in this case Training Aggrement Entity)"

    What would be the easiest/best and cleanest way to acheive this?

    Cheers and regards Rossco
    Friday, September 17, 2010 4:31 AM

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    you could Write a plugin to assign owner accordingly
    Mahain : http://mahenderpal.wordpress.com
    • Proposed as answer by HIMBAPModerator Friday, September 17, 2010 2:20 PM
    • Marked as answer by GrenadaV Tuesday, September 21, 2010 1:05 AM
    Friday, September 17, 2010 5:50 AM
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    Hi,

    You could use plugin as Mahender mentioned, but if you do not want additional component to be deployed on CRM server, you can use the CRM Workflows.

    Just use "update record" step for the particular entity.

    Hope this helps.

    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    • Marked as answer by GrenadaV Tuesday, September 21, 2010 1:05 AM
    Friday, September 17, 2010 2:10 PM

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  • Question
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    you could Write a plugin to assign owner accordingly
    Mahain : http://mahenderpal.wordpress.com
    • Proposed as answer by HIMBAPModerator Friday, September 17, 2010 2:20 PM
    • Marked as answer by GrenadaV Tuesday, September 21, 2010 1:05 AM
    Friday, September 17, 2010 5:50 AM
    Moderator
  • Question
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    Hi,

    You could use plugin as Mahender mentioned, but if you do not want additional component to be deployed on CRM server, you can use the CRM Workflows.

    Just use "update record" step for the particular entity.

    Hope this helps.

    Thanks, Ranjitsingh R | http://mscrm-developer.blogspot.com/ | MS CRM Consultant
    • Marked as answer by GrenadaV Tuesday, September 21, 2010 1:05 AM
    Friday, September 17, 2010 2:10 PM
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    Update Record will not work in this Case you have to use "Assign Record".
    Mahain : http://mahenderpal.wordpress.com
    • Marked as answer by GrenadaV Tuesday, September 21, 2010 1:04 AM
    • Unmarked as answer by GrenadaV Tuesday, September 21, 2010 1:04 AM
    Friday, September 17, 2010 2:19 PM
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    Hi,

    thanks both of you for your help.....I would prefer not to have too many additional components on the CRM Server...so will try and achieve this using a work-flow first and if that is aufficient...then will look at the plug-in option..:-)

     

    Cheers and regards Rossco
    Tuesday, September 21, 2010 1:04 AM