CRM 2011 Copy Utility

This plugin allows you copy fields from a parent record to all child records in a 1:N relationship. For example, this plugin can be used to copy the address fields of an account to all the contacts of that parent account (a common scenario).

Out of the box you are able to map fields from a parent entity to a child entity when the child record gets created. However beyond this point in time if details are changed on the parent record they will no longer be copied to the child records. Similarly there is no out of the box capability to copy changes made to the parent record down to all child records.

This plugin allows this option to be configured. You are able to configure which 1:N relationship this plugin will work against as well as the fields that are to be mapped between the parent and child entities. The plugin does not validate attribute types so you will need to ensure in your configuration that the fields be mapped are of the same type.

The following is a walk through of how to configure this plugin:

• Download the DLL from here
• Use the Plugin Registration tool to connect to your environment and register the plugin

• Register a New Step 
• Message: Update
• Primary Entity: Parent entity
• Remaining settings: Optional

• In the Unsecure Configuration update the XML to specify the fields to copy
• <setting name="source"> : parent entity name e.g. account
• <setting name="sourceid"> :  parent entity primary key e.g. accountid
• <setting name="target">  : child entity name e.g. contact
• <setting name="targetid"> : child entity foreign key e.g. parentcustomerid
• <setting name="numberoffield"> : total number of fields being copied
• <setting name="src_fieldn"> : name of source field to copy
• <setting name="dest_fieldn"> : name of corresponding target field to be copied too

Note: There is no validation of any of these fields. You need to ensure that:

• All the field names are correct
• The corresponding "src" and "dest" fields have the same definition 

For example, the following XML can be used to copy the address fields from the parent account record to the child contact records: 

<Settings>
<setting name="source">  
<value>account</value>
</setting>
<setting name="sourceid">  
<value>accountid</value>
</setting>
<setting name="target">
 <value>contact</value>
</setting>
<setting name="targetid">
 <value>parentcustomerid</value>
</setting>
<setting name="numberoffield">
 <value>8</value>
</setting>
<setting name="src_field1">
 <value>Address1_line1</value>
</setting>
<setting name="src_field2">
 <value>Address1_line2</value>
</setting>
<setting name="src_field3">
 <value>Address1_line3</value>
</setting>
<setting name="src_field4">
 <value>Address1_city</value>
</setting>
<setting name="src_field5">
 <value>Address1_stateorprovince</value>
</setting>
<setting name="src_field6">
 <value>Address1_postalcode</value>
</setting>
<setting name="src_field7">
 <value>Address1_country</value>
</setting>
<setting name="src_field8">
 <value>Address1_telephone1</value>
</setting>
<setting name="dest_field1">
 <value>Address1_line1</value>
</setting>
<setting name="dest_field2">
 <value>Address1_line2</value>
</setting>
<setting name="dest_field3">
 <value>Address1_line3</value>
</setting>
<setting name="dest_field4">
 <value>Address1_city</value>
</setting>
<setting name="dest_field5">
 <value>Address1_stateorprovince</value>
</setting>
<setting name="dest_field6">
 <value>Address1_postalcode</value>
</setting>
<setting name="dest_field7">
 <value>Address1_country</value>
</setting>
<setting name="dest_field8">
 <value>Address1_telephone1</value>
</setting>
</Settings>

• Register a New Image called "postEntityImage"

• Test and ensure that it is working