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I am fairly new to CRM and I am using CRM Dynamics 2011. I am trying to read values from an Activity and populate the values into a Lead form when the Activity is saved. The scenario is that , on the Lead form there is a section which holds an Activity, so when I create a new Activity(phone-call,sms,email etc), I want to read the createdon date of that particular activity and set the value to a date field on the parent Lead form. What I have gathered is that I will write a JavaScript function on the Activity , what I am battling to understand is how to write the values of the Activity to the Lead as this function will be OnSave event of an Activity, how do I write those values across to the Parent Lead, Any ideas I would appreciate any help or guidance.

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1 Answers

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You shouldn't need to do JavaScript for this. Create a Workflow against the Activity record (you'll need to be more specific about the type of activity) and create a Workflow like so:- enter image description here

You can then set the required field on the parent from the values on the activity.

enter image description here

You can do it via JavaScript however you shouldn't need to unless you have more complex requirements.