Update a Parent from a Child Record with a Dynamics CRM 2011 Workflow

Rather than make your users open multiple forms to update information, you can use Dynamics CRM 2011 workflows to update information on parent records from a child form. Here's how to do it.

Category:

Science & Technology

Tags:

• Update
• Parent
• from
• Child
• Record

[activemindse]

Really nice trick you shared, it was inspiring!

[TheDanialakhtar]

Great demo.

I wanted to ask if such a workflow could be used to update a picklist field on the parent record from a similar picklist field on the child record?

I tried it. but it won't show the values of the picklist when setting up the workflow using dynamic vlaues.