cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
DoreenM
New Member

issue with 1:N relation and associated records (contact: leads) and account related to the contact

Hi,

when working with contacts and leads in Dynamics 365, I have the following issue. As soon as a contact is matched with an account, I want that the associated lead (associated to contact) also gets the account info.

Why? I just experience trouble that in case I qualify a lead which is linked to a "parent contact" (this one again has a relation to an existing account), through the qualification process the system creates a new account for the lead and ignores the info of the parent contact. What am I doing wrong here or how can it be solved with Flow?

1 REPLY 1
Mira_Ghaly
Dual Super User
Dual Super User

@DoreenM 

I suggest here the below:

1. Create a flow that is triggered on Contact table (Modified) with a Column Filter on Account Column which means an update on a contact that involving the change of the account will cause the flow to be triggered.

2. Then next action is to list rows on the Lead Table where contact is the contact on which the flow was triggered and then update the lead with the parent account that is on the Contact.

 

If this post helps you with your problem, please mark your as Accepted solution.If you like my response, please give it a Thumbs Up.

Blog: here

Helpful resources

Announcements
October Events

Mark Your Calendars

So many events happening this month - don't miss out!

 WHAT’S NEXT AT MICROSOFT IGNITE 2022

WHAT’S NEXT AT MICROSOFT IGNITE 2022

Explore the latest innovations, learn from product experts and partners, level up your skillset, and create connections from around the world.

Register for a Free Workshop.png

Register for a Free Workshop

Learn to digitize and optimize business processes and connect all your applications to share data in real time.

Users online (2,448)