- Incident and Account.Owner / Primary Contact
- Posted by BigDumpster on March 2nd, 2005
I've been looking at the deployment manager and It appears what I want
is possible but I want to make sure it will not "break" something. In
our incident form we have a field called "Case Contact". I would like
for this field to be populated with the Account's Primary Contact name
that is associated to the account.
How can I make this association, is there any documentation about
mapping fields from account to incident? I think I'm in worse shape
because I need to populate this field with a contact that is associated
to an account which does not seem to have any association to the
incident that has been created for the account.
Confused? As am I - any help will be appreciated.
Brian.
- Posted by Datapac on March 2nd, 2005
Hi Brian,
This is possible, you just need to make sure that your new Case Contact
field is String(160).
In Deployment manager, go into Schema Manager - Account - Mappings.
Select Incident and click Edit Mappings. Map the primarycontactidname field
in Account to your new field in Incident.
Hope this helps, might be a good idea to backup your CRM databases
beforehand if you're worried about breaking anything.
Richie
"BigDumpster" wrote:
- Posted by Julian Sharp on March 3rd, 2005
On 1 Mar 2005 20:26:12 -0800, "BigDumpster" <BigDumpster@gmail.com>
wrote:
I don't think this can be done with a mapping. You are going to need
to use the SDK and do some coding. A simple postcallout on creation of
case to pull the primary contact's name from the account/contact and
update your field on incident would get you towards what you want. See
http://msdn.microsoft.com/library/de...lloutsv1d2.asp
With cases you only associate one account or contact which is
incredibly restrictive.
Julian Sharp
Vigence for MS CRM in the UK
