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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