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dynamics-crmdynamics-crm-2016

Dynamics CRM - Text inside customer field on case entity won't update


I have a problem with getting the text inside the customerid field on the case-form to update

enter image description here

As you can see on the picture above, I've created a contact named "Test Contact" and an account named "Test Account".

I have a workflow running in the background with the condition: if a contact is in the customer-field AND the contact belongs to an account, then update the record with moving the customer (which is a contact) to the contact field, and then get the company in the customer field.

The problem is (as shown in the picture) that the customer field don't show the right text. Because customer details is updated with "Test Account" which is the company that "Test Contact" belongs to. Also, if I click on the "test contact" I also get in the "Test Account" form. So all the references is okey, but the text is wrong.

I've tried different ways to solve this problem, but as for now, I'm a bit short on what to do next.

The workflow enter image description here

Update record enter image description here


Solution

  • I was able to solve the problem with an wait condition that timedout until the contact field had data, and then got the company of the contact. It takes a few seconds extra, but at least it solved the label error