MS CRM 2013
Copy Phone call field to Case while converting -Nocode Solution
Category: Dynamics 365,MS CRM 2011,MS CRM 2013,Ms CRM 2016,no code solution to copy phone description to case using workflow,use workflow to copy phone field to case form Author: HIMBAP Date: 8 months ago Comments: 0

Introduction
Today I saw one question on Microsoft Community, which helped me to write this article (If you are still not part of Microsoft Community forum you are really missing lot of learning, this is a great learning source, I have learned a lot from community forums, so join it today to share your knowledge with others and learn from others !!). In this article we are going to discuss a nocode solution to copy Phone Call description to associated case while converting phone call to case.

Requirement
While working on Phone Call to Case conversion let’s say we want to copy description field from Phone Call to regarding case.

Solution
Normally this done using system mapping where you can add fields mapping from Parent entity to child entity if you are creating child record from parent entity. But that option is not available here so should we directly consider writing code ? well before writing any code it is best practice to see if requirements can be fulfilled using out of the box solution or other related applications like Flow, which can be used by a business user as well (who are non technical normally). But we should consider using Microsoft Flow only if something can’t be done using Dynamics 365 CE workflow, back to our question, to implement our requirement we can create workflow using following steps. I am doing it on my Trial environment.

Navigate to Settings, you can navigate to Settings in new Unified Interface app using following steps (Make sure you are required permissions).
phonecall1

Now navigate to Processes from Settings -> Processes and click on New button to create new process.

Fill details like following
phonecall21
Select Scope (We are going to use Organization here because it should be available to every user in the organization) and triggering field in next windows like following, we are going to use here Regarding field.
phonecall3
Next click on Add Step and select Check Condition option, here we are going to check if Regarding is Case. configure if condition like following.
phonecall4
Now click on row after if condition and select Update step from Add Step, we need to configure update step like following and need to click on Set Properties.
phonecall5
Now here we need to copy description field from phone call to case description field, Navigate to Form Assistant and using following steps.
phonecall6
Now our workflow is ready, Click on Activate button to activate your workflow and now when you will convert phone all to Case it will copy description field value after couple of seconds as this is Asyn workflow, if required you can change to Real Time Workflow.
phonecall7

Summary
This way we can use out of the box solution for copying phone description field to regarding case, you can configure other fields as well in similar way. Make sure you have required permissions.

Stay tuned for more Dynamics 365 CE contents !!

Source: Mahendra Pal


Updating associated Account on Opportunity Won
Category: Dynamics 365,MS CRM 2011,MS CRM 2013,MS CRM 2015,Ms CRM 2016,Update regarding account from Opportunity,Update regarding account on Opportunity Won Author: HIMBAP Date: 10 months ago Comments: 0

Introduction
Sometime we want to update the account associated to the opportunity, for example let’s say if opportunity status is changed to won, we want to update some of the attributes in the account record. This post is quick tip about doing these changes.

Requirement
Change Relationship type of the account to Customer when opportunity status changes to WON.

Solution
This can be done using different options but the easiest option is to use Workflow. We can use following steps to update account.
Let’s say we one following account and currently relationship type is set to prospect.
prospect1

And we have one opportunity for this account and now let’s create our workflow. Navigate to Settings->Processes->New and select details like following
prospect2
Now we want to run our workflow for everyone and on status changes only so configure scope and start when like following
prospect3
Next we want to check if status changed to Won only, because we only want to run our workflow for won opportunity. So click Add Step and add Check Condition, we need to configure it like following
prospect4
Now select the row under condition and click on Add Step again and add Update Record step. Next select Account under drop down and click on Set Properties button to update account field. We want to change Relationship Type so select relationship type and change it to Customer.
prospect5

Finally activate workflow, that’s all we need to do. Now when opportunity status will change to Won, regarding account will be updated to Customer.
prospect6
We can further put condition to check if relationship is different earlier and we want to make sure to only change if relationship type is set to specific.

Hope it will help someone !!

Source: Mahendra Pal