For the latest updates to this post please visit the original posting here: Retrieving Data from a Related Entity with Real-Time Workflows in CRM 2013 Historically in Microsoft Dynamics CRM, when you create a new record within the context of a parent record, the mapping controls what data is populated from the parent. For example, when you create a new contact from an account, the main phone number, address, and description fields are brought down from the account. But if you create a contact record...(read more)![]()
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