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Hi,<br />
<br />
You can create a post-event plugin for the account that gets the data from the account record and populates either the primary contact that sits off the record or any or all of the contacts that sit under the account record.<br />
<br />
As for the existing records you'll have to write an assembly to do this. &nbsp;Note: Writing an assembly is the supported way of doing this.<br />
<br />
MH
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Hi,

You can create a post-event plugin for the account that gets the data from the account record and populates either the primary contact that sits off the record or any or all of the contacts that sit under the account record.

As for the existing records you'll have to write an assembly to do this.  Note: Writing an assembly is the supported way of doing this.

MH

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Thanks for your response, however, I am only a beginner - can this be explained in idiots terms?
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Thanks for your response, however, I am only a beginner - can this be explained in idiots terms?

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Has anyone actually done this yet succesfully?
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Has anyone actually done this yet succesfully?

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I've done very similiar things.<br />
<br />
Are you struggling???<br />
<br />
MH
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I've done very similiar things.

Are you struggling???

MH

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Is there a way in CRM 4.0 to automatically populate the contact address, phone and fax details with the details from the parent account. I want to do this not just for future records, but also for exisiting contact records.
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Is there a way in CRM 4.0 to automatically populate the contact address, phone and fax details with the details from the parent account. I want to do this not just for future records, but also for exisiting contact records.

Linking Contact and Parent Accounts

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Enterprise Software

Microsoft Dynamics is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications. Dynamics can be used with other Microsoft solutions, such as SharePoint, Yammer, Office 365, Azure and Outlook. Dynamics ERP comprises a group of enterprise-resource-planning products includes Dynamics AX (formerly Axapta), a multi-language, multi-currency enterprise software with business management features for financial, human resources, and operations management; Dynamics GP (formerly Great Plains Software); Dynamics NAV (formerly Navision) for financials, supply chain, and people; Dynamics SL (formerly Solomon IV)for project-driven organizations; Dynamics C5 (formerly Concorde C5) for manufacturing, supply chains, analytics and electronic commerce; and Dynamics CRM.