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Scenario Overview

In this business scenario we want to keep Contact ownership aligned with Account ownership. 

The ownership field in Dynamics is unusual as it can be either a team or a user. We will need to ensure this carries over from the Account to Contact.

N52 Formula Manager Solution

The Formula Manager solution works like this:

  • Each time a Contacts Company Name is changed, a formula will trigger 
  • The formula will check to see if the Company Name contains data
  • If it does, the formula will update the Owner to match the Company Names Owner field
    • It will update the Owner field using its Type as well



N52 Formula Manager Steps

  • Create a new formula, setting the following values in the Formula Guide
    • Source Entity set to Contact
    • Set Formula Type to Save - Perform Action
    • Select the Decision Table editor
  • Change the Name of the formula to Sync account Parent Owner
  • Expand Source & Target
    • Set the Source Entity to Contact
  • Set the Source Property to Company Name
  • Select cell A2
    • Select the Source tab
    • Expand Source
    • Search or scroll down and select Company Name
  • Select cell B4
    • Select the Functions tab and search for ContainsData
    • Ctrl-click on ContainsData
  • Select cell B2
    • Go back to the Source tab
    • Find and select Owner
  • Select cell B4
    • Copy and paste in the following into cell B4:
      StringConcat([contact.parentcustomerid.owneridtype.?], '|' , [contact.parentcustomerid.ownerid.?])
  • Click Save


 

Did you know?

TestShield enables effective test data management

Test data can be easily created from existing records in your system, generating a 'snapshot' of data that represents a valid (or invalid) scenario. This can be easily manipluated and variations created in the Test Data editor to cover valid or invalid test scenarios. Sensitive data can be masked, changed or removed. 

The saved test data is then available to be used when creating your automated tests. It can be reused many times over avoiding repeated effort and maximizing the value of the work done.

Learn more about TestShield