Scenario Overview

In this business scenario we want to keep Contact ownership aligned with Account ownership. 

The ownership field in Dynamics is unusual as it can be either a team or a user. We will need to ensure this carries over from the Account to Contact.

North52 Decision Suite Solution

The North52 Decision Suite solution works like this:

• Each time a Contacts Company Name is changed, a formula will trigger 
• The formula will check to see if the Company Name contains data
• If it does, the formula will update the Owner to match the Company Names Owner field
  • It will update the Owner field using its Type as well

North52 Decision Suite Steps

• Create a new formula, setting the following values in the Formula Guide
  • Source Entity set to Contact
  • Set Formula Type to Save - Perform Action
  • Select the Decision Table editor
• Change the Name of the formula to Sync account Parent Owner
• Expand Source & Target
  • Set the Source Entity to Contact
• Set the Source Property to Company Name
• Select cell A2
  • Select the Source tab
  • Expand Source
  • Search or scroll down and select Company Name
• Select cell B4
  • Select the Functions tab and search for ContainsData
  • Ctrl-click on ContainsData
• Select cell B2
  • Go back to the Source tab
  • Find and select Owner
• Select cell B4
  • Copy and paste in the following into cell B4:

    StringConcat([contact.parentcustomerid.owneridtype.?], '|' , [contact.parentcustomerid.ownerid.?])

• Click Save