dynamics crm 2013 - Linking Phone Call to Account -
making workflow in crm 2013 can't seem access field want. want account name field on phone call populated account field of contact on call field.
i can create update process (triggered when phone call created or when call updated), i'm unsure of how access fields within call entity.
the form assistant doesn't seem give me access fields under entity selected in call field. can see i've tried in yellow doesn't appear anything. i've tested , know process triggered. when triggered should account name field contact in call field , insert account name field on phone call.
i'm assuming there's on field level of either call or account name fields not allowing me get/insert form.
let me know if isn't clear , can explain further.
this may not answer want can meet requirement custom codeactivity
. class need take phone call , if call to field contact
retrieve contact
record, account's name (it should in entityreference.name
property of field, , return string value.
the problem call to not guaranteed contact
crm workflow designer doesn't allow access fields. personally, wish worked differently , treated field same regarding field not how implemented.
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