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I have the following question, because I can't seem to find the answer in the documentation. I am using Dynamics CRM 4.0.

My problem is the following, and I might be missing something here, but:
If I add an account "X" with address: Street 123 and I add a child contact "Y" belonging to that account.

If I change the address of the account "X", should it automatically change the address of the belonging account "Y"?

I thought these fields (the address fields) are inherited? How could this be achieved?

ccellar
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Ekaterina
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1 Answers1

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There is only a one-time mapping defined, which maps this fields when you create a contact from a account record.

After you have created the contact, it is not updated on address changes. If you have this requirement, you should implement a plugin which transfers the required data from the account to all of its contacts.

I'm not aware of any free plugin, but it is a rather simple one to implement.

You can't solve this with a workflow, because there is no activity which could be used to iterate over the contacts of the account. For this task you would have to implement a custom workflow activity, which is at least the same amount of work as to develop the plugin.

ccellar
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  • Thank you for your answer! Is there a standard plug-in already? Else I can make a workflow for that purpose, but I wonder if there is already standard solution? – Ekaterina Jan 19 '12 at 13:54
  • My bad then. I thought the address fields were inherited. I will keep on looking for a solution. Thank you for the help. I do appreciate it. – Ekaterina Jan 19 '12 at 14:16