A new knowledge base article has been published on our support portal.
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