Dynamics 365 - Copying Notes from a Lead to an Account

We had a requirement to copy notes from a lead onto an account, when the lead is qualified. There is no OOB way to do this, but I found a Workflow library called “msdyncrmWorkflowTools” that has a step that can do this. Here is how:

The step is called “Clone Children”: https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Clone%20Children.md

First install the Workflow library by downloading the solution from https://github.com/demianrasko/Dynamics-365-Workflow-Tools/releases and importing the solution into your CRM solution.

1. Next create a workflow process that is attached to the “Account” entity.
   
   
2. After you save it, open the newly created process.
3. Set the scope to “Organization” (not a required step)
4. Set the execute as to “owner of the process” (not a required step)
5. And set the process to run when the “record is created”
   
6. Next add a check condition to see if the account’s Originating Lead has been set, which would signal that the account was being created from a lead.
   
7. Next add the Clone Children step from “msdyncrmWorkflowTools (1.0.54.0)
   
8. Set the properties to the following values:
   
    
   The relationship name is case-sensitive, so enter it as Lead_Annotation.
   The new parent field, which is used for the old parent field name is objectid.
9. Save and activate the process and test it!