Help! onChange mechanism

[marvinqvist]

Hi...

I'm connected to a hosted CRM that requires a small modification to ease the work when exporting contacts from Outlook 2003 to the Microsoft CRM 3.0.

When I am exporting my contactpersons there are a lot of these contactpersons that work at the same company. So instead of writing the address, postalcode, city etc. for every contactperson I would like the CRM automaticly to take the address, postalcode, city etc. from the company and then copy it on to the contactperson.

I have been thinking about an onChange mechanism which registered when a new company (or contactperson) is entered in the "parent" field (not sure of what it is called in the english version - but the field that defines what company a contactperson is a 'child' of). When changed, it is suppose to get the address information and insert it on the current contactperson being inserted.

I am a newbie to programming in CRM and have absolutely no idea of how to get the variables from the company and then writing them to the contactperson.

Hope that some one can help me, and maybe post som code that can kick me in the right direction.


Best Regards
/MHQ

 

[jodonnell]

There is another way to do this

1 - create a list of all unique companies in your data
2 - import that data into microsoft crm
3 - get an export from the database of both the companies you just imported as well their unique guid's
4 - for each company in your data find the matching company name in your contact list then add the guid to this data
5 - save the contact list then import to crm while matching the parentaccound field to the guid.

You should now have all your contacts imported and linked the their matching accounts in crm

John O'Donnell
Microsoft Dynamics ISV Architect Evangelist
Microsoft Corporation
Blog:

http://blogs.msdn.com/usisvde

 

[marvinqvist]

Hi jodonnell

I follow your point, but this will only work now when importing all the existing contact. I want it to work also in the future when someone is adding an outlook contact to the CRM.

So I am looking for this automated lookup, which can place the information held at the company to the contact being added.

/MHQ