Is it possible to edit the contact entity and for these changes to also be made to related entities that pull data from the contact entity?

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  Hi,

  you  can do  this  either  through  plugin  or  a workflow.

  1) Create a plugin on  the contact  entity (update  post event) and  in  this plugin  update all the related cases as u want.

  here is a list  of the articles, you  can have a look  at for plugin development.

  http://msdn.microsoft.com/en-us/library/dd393295.aspx

  http://code.msdn.microsoft.com/crmplugin

  http://msdn.microsoft.com/en-us/library/cc151086.aspx

  2) Create a workflow activity which will update all the existings cases related to a contact. register  this workflow  activity as workflow against contact update event.

  workflows development:-

  http://msdn.microsoft.com/en-us/library/cc151140.aspx

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  Muhammad Ali Khan
  http://malikhan.wordpress.com

  Tuesday, July 6, 2010 4:34 AM
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  Hi,

  Also,you can aslo use JS to update related cases, based on Contact GUID.

  refer update method of ms crmwebservice

  http://msdn.microsoft.com/en-us/library/cc677074.aspx

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  Mahain

  Tuesday, July 6, 2010 6:02 AM

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  Out of the box, a workflow cannot perform an action on child records. Out of the box the best you can do is have the workflow start when the child record is created and wait for the parent record to change. However, codeplex has an interesting add-on that may help. The Distribute Workflow Activity (http://crm40distributewf.codeplex.com/) allows you to distribute an action across 1:N and N:N relationships.

  Leon Tribe

  Want to hear me talk about all things CRM? Check out my blog

  http://leontribe.blogspot.com/ 
  or hear me tweet @leontribe

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  Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe

  • Proposed as answer by Leon TribeMVP Tuesday, July 6, 2010 9:58 AM
  • Marked as answer by Jim Glass Jr Tuesday, July 6, 2010 4:41 PM

  Tuesday, July 6, 2010 9:57 AM
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  Thanks everyone! You've all been really helpful :D

  Wednesday, July 7, 2010 1:10 AM