29 Mar’19

D365 GeneralUpdate Child Records when Parent Record is updated using Microsoft Flow for D365 CE

Introduction:

This blog explain the steps to update the child records when parent record is updated in D365 CE using Microsoft Flow.

Steps:

Below are steps to be performed.

1.) Create new field on parent entity “Update Child record” of two option type in CRM.We will use this field in Microsoft Flow.

2.)Create Workflow
Whenever ”CURB ID “, “Driver License Number” and “Email” is updated on the parent reord trigger workflow. (select the fields which you want to update on child)
Update the “Update Child record” field value to “Yes”.

 

3.) Create MS Flow.
– Select “When Record is Updated” trigger.
– Enter Condition: Check “Update Child Record” field is equal to “True”

4.) Select “List Records” Action of “Dynamics 365”.
– This will retrieve all the related records of that particular account.

 

5.) Update Child Records.
– Use “Apply to each” loop.
– And “Update a record” Action of “Dynamics 365”

– Enter the values in fields which we want to update.
6.) Update Parent Record
– Set the field value to “NO” which we created for triggering the flow.

Note: After Comleting the MS Flow and Workflow hide the field from the form which we are using to trigger the MS Flow.

Written by

Vaishali Vyas

Software Engineer

Leave a Reply

Your email address will not be published. Required fields are marked *

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Expenses in PSA for Fixed Bid and T&M contracts

    23 August’ 2019

    Problem Definition: One of my clients decided to use Expense module in PSA and to his surprise he could see the amount v...

    Read more
  • Setup Dockers

    23 August’ 2019

    Docker is an independent container platform that enables organizations to seamlessly build, share and run any applicatio...

    Read more
  • Qualify Lead in D365 CE: Select which entity records should be created

    20 August’ 2019

    Wave 2019 Updates brought some really sought-after features. Another one which I would like to bring up is the Lead Qual...

    Read more
  • Early Opt-in for October 2019 Wave 2 Updates

    20 August’ 2019

    August 2, 2019 was when the Wave 2 Updates were to be out. And here we are! By now, you should have gotten the option to...

    Read more
  • Setting Unified Interface App Icons

    20 August’ 2019

    Default App Icons for typical D365 environment look like these.But here’s what you can do to change these to put...

    Read more
  • We respect your privacy.
  • This field is for validation purposes and should be left unchanged.