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Update Child Records in Dynamics 365 CE using Microsoft Flow

It has been a vexing challenge to keep Contact records updated with information that changes on their parent Account Record. The only solution to date has been to write a plugin to update Child records when the Parent record is updated. This required someone who knew the SDK and could write C# code.  Once it got coded it was expensive to maintain as any change in the logic required getting the developer involved again. It wasn’t Functional Consultant friendly.

 

Microsoft Flow comes to the rescue! Using the Common Data Service triggers and actions with a little bit of geeky expression writing thrown in, it now can be done and updated easily.

 

The example below is for the typical Account – Contact relationship. But it could be morphed into any entity type that use parent/child relationships.

 

I will outline the 3.5 step process.

3steps.jpg

Step 1 â€“ Create the Trigger event – in this case I have set the trigger to fire when an Account record is updated without specifying any specific field. I am also configuring it to run only on records I own.

step1.jpg

Step 2 â€“ This is where I tell Flow to find all the Contact records whose Parent record is the one from the previous step. The key element here is the ODATA filter query – be sure to include the underscores. The dynamic value is the Account GUID from the record in Step 1.

step2.jpg

Step 3 â€“ Now select the Update Record Action. Once you do this and fill in the fields, Flow takes care of the Apply to each loop. So don’t get confused by this and look for a Apply to each. You don’t need to do this. Just add the Update Record action.

step3.jpg

Step 3.5 â€“ This is where you specify which fields in the Parent Account (the source) are pushed to the Child Record(s) (the target). In this example I am getting the Main Phone number field from the Account and updating all the Contacts records Business Phone Field.

 

step35.jpg

 

 

 

 

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  • CRMInnovation.com Profile Picture CRMInnovation.com
    Posted at
    Update Child Records in Dynamics 365 CE using Microsoft Flow
    The when a record is updated trigger will return all fields to the flow EXCEPT lookup fields. You need to add a Get Record action immediately after the when a record is updated step. This will pass to flow the lookup fields. Then your step that is failing won't fail. You don't have to do anything else to your flow except inserting get record action.
  • Update Child Records in Dynamics 365 CE using Microsoft Flow

    I keep getting the following error on the List records action :

    Could not find a property named '_parentcustomerid_' on type 'Microsoft.Dynamics.CRM.contact'.

     

    What am I doing wrong ?