A requirement which is often surfaced is the ability to update child records in a one:many relationship in Dynamics 365. Probably the most common scenario is an update to an Account should update the Contacts related to that Account. For our example, we will look at this using the standard Telephone1 field on both Account (Main Phone) and Contact (Business Phone). Continue reading
Tag Archives: Update
Updating Records with Dynamics 365 Import
A common requirement is the ability to update records via an import within Dynamics 365. Fortunately, Microsoft has provided this functionality for quite some time. However, using this feature requires the data to be in a very specific format. Continue reading
