MS CRM 2015
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: 1 year ago Comments: 0

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.

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

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.

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
Now we want to run our workflow for everyone and on status changes only so configure scope and start when like following
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
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.

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.
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

Get contact based on name and it’s BU- Sample Code
Category: Dynamics 365,Dynamics 365 CE Online,Get contact based on Business Unit name,Get contact business unit using query expression,MS CRM 2015,Ms CRM 2016,Query Expression,Using link entity with query expression Author: HIMBAP Date: 1 year ago Comments: 0

If you got requirement to get contact record based on it’s full name and it’s business unit name, this sample code will help you. Sharing following sample code to get contact using Query Expression.

public Entity GetContactByFullNameandBUName(string contact,string businessunit)
            Entity contactEntity = null;

            // setup query expression to query contact for fullname and BU
            var query = new QueryExpression("contact");
            query.Criteria.AddCondition("fullname", ConditionOperator.Equal, contact);
			//add link entity condition
            var linkEntity = query.AddLink("businessunit", "owningbusinessunit", "businessunitid");
            linkEntity.EntityAlias = "BU";
            linkEntity.LinkCriteria.AddCondition("name", ConditionOperator.Equal, businessunit);
			//execute query
            EntityCollection results = organizationService.RetrieveMultiple(query);

           if (results.Entities.Count>0)
                contactEntity = results.Entities.FirstOrDefault();

            return contactEntity;

Hope it will help someone !!

Source: Mahendra Pal