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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.

N52 Formula Manager Solution

The Formula Manager 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