Update closely connected data in Microsoft Dynamics 365 Customer Engagement using Flow and native workflow

April 19 2019

When thinking about data structures, it's often important to update related information. Take for example child records in Microsoft Dynamics 365 for Customer Engagement. When a parent record is updated, getting that information passed along to recontextualize child records is very important, and this process can be achieved with a few simple steps using Microsoft Flow. Flow can be the best approach for situations involving users with no coding skills but a need to develop. Aside from saving effort and leveraging existing talent, Flow makes the process easy to track and debug.

Scenario

After fields on an account are updated, the same data should get updated on a specific child entity of the account record such as a contact. For implementing the logic, we will need a custom workflow or plugin, together with Flow.

  1. Flag field on Account Entity
  2. Workflow to set field as true on satisfying business condition
  3. Flow to retrieve child records and update them with data after verifying flag is set to true

Steps

1.) Create a new field on the parent entity with the “Update child record” option--one of two option types in the CRM. We will use this field in Flow as a flag.

2.) Create a workflow: Whenever "CURB ID," "Driver License Number", and "Email" are updated on the parent record a workflow will trigger. Select the fields that you want to update on the child. Change the "Update child record" field value to "yes."

change_update_child_record_field

update_curb_driver_by_flow

3.) Create a flow. Select “When record is updated” as the trigger and then enter a condition: Set the "Update child record" field equal to "true".

create_a_flow-when_record_is_created_trigger

4.) Select "List records" action in Dynamics 365. This will retrieve all the related records for the account.

About Vaishali Vyas

Vaishali Vyas is a Software Engineer with CloudFronts Technologies. Being an innovative, young and fresh mind, Vaishali has shown her capability to master the Microsoft Dynamics CRM systems. Her constant research and extraordinary coding ability has led her to successfully deliver on US based client projects related to CRM implementations. She has transformed herself to adapt to the new system from Microsoft CRM to Microsoft Dynamics 365 Customer Engagement.

CloudFronts is a Microsoft Certified Gold Partner which offers complete Dynamics 365 (Customer Engagement, Finance and Operations, Business Central) implementations, Power BI Analytics, Office 365 and Azure Infrastructure services. The team has deep expertise in delivering and supporting the customers through all aspects of their implementation from strategic technology consulting and road-map, requirements assessments, project implementation, training, migration to post go live managed services and support. The company has vast experience in digitally transforming corporates in sectors such as banking & financial services, professional services, pharmaceutical, manufacturing, F&B, retail, agro-tech, non-profit and several others. CloudFronts commenced its operations in the year 2012 to empower organizations around the world, do more with technology. Check out our customer success stories here: https://www.cloudfronts.com/customer-success/ and follow us on linkedin now https://in.linkedin.com/company/cloudfronts

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